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和外资一直看空中国股市不同,国内的券商们对中国股市抱有很大期望,甚至有券商认为下半年将迎来A股发展的黄金时期。尽管愿景很好,但从6月份的股市表现来看,整体市场仍然呈现出“一字板”行情,延续上半年以来的窄幅震荡。这种行情是否会持续下去?在宏观经济企稳、流动性不断宽松的情况下,股市会否有所起色?国信证券研究所资深策略分析师黄学军向《经济》记者分享了他的观点。
And foreign capital has been bearish on the Chinese stock market is different from the domestic brokers have great expectations of the Chinese stock market, and even brokerages think that the second half of the A-share development will usher in the golden age. Although the vision is good, from the performance of the stock market in June, the overall market is still showing “a word board” market, extending a narrow range of shocks since the first half of the year. Will this market continue? Whether the stock market will improve under macroeconomic stabilization and liquidity easing? Huang Xuejun, senior strategist at Guosen Securities Research Institute, shared his view with the Economist.