【中国市场策略】融资牛路在何方

Categories: General Market Analysis, Financial Analysis

Country or region: China

Summary:
市场价格与基本面严重背离;保证金交易在市场成交占比逼近历史经验值高点,市场也将遭遇阻力。虽成交量趋势确认2450为底部,但现在加仓风险资产的回报已远不如一月时。关注监管对融资和房地产的态度。如监管放松,2015年“伟大的中国泡沫”将再现。 This research appears on WeiXin's blog "Hong Hao China Strategy" on 28 February 2019. This article qualifies for 0.5 CE under the guidelines of the CFA Institute Continuing Education Program.  We encourage CFA Institute members to login to the CE tracking tool to self-document these credits.  ......


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