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2014年下半年的A股市场走得有些牛,上证指数的涨幅超过50%,因此认定2014年的股票行情为牛市,应是无可厚非的。但这轮牛市的来临有些出人意料。因为2014年的宏观经济与股市自身的基本面都不支持股市走牛。股市是国民经济的晴雨表,股市的走牛当然需要得到宏观经济面的支持与配合。但遗憾的是,宏观经济并不支持股市走牛。在2014年里,宏观经济增速放缓已经成为中国经济的新常态,包
In the second half of 2014, the A-share market went some cattle and the Shanghai stock index rose more than 50%. Therefore, it should be understandable that the 2014 stock market should be bullish. However, this round of bull market is somewhat unexpected. Because the macro economy in 2014 and the fundamentals of the stock market do not support the stock market go cattle. Stock market is a barometer of the national economy, the stock market, of course, need to get the macro-economic support and cooperation. But unfortunately, the macroeconomic does not support the stock market go cattle. In 2014, the slowdown in macroeconomic growth has become a new normal in China’s economy