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当投资者还在憧憬着新年行情之时,管理层的政策取向突然发生转变,货币调控频频出台,利空不断。这令国内资本市场措手不及,A股市场出现一个明显的向下调整。可我们认为宏观政策的持续收缩预
When investors are still looking forward to the New Year market, the management of a sudden change in policy orientation, monetary control frequently introduced, bad. This caught the domestic capital market by surprise and saw a clear downward adjustment in the A-share market. However, we think the macroeconomic policy will continue to shrink