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从大周期看,A股熊市已持续四年;以小周期看,自2009年8月3478点下跌至今已超过两年。再长的熊市也有尽头,机会也许就在绝望中产生。目前,中国经济面临发动机熄火的危险。即使没有标普下调美国信用评级这一非预期事件,A股也难逃下跌。中国最大的海运公司中国远洋今年上半年亏损;湖北楚天高速因大货车流量减少、上半年盈利下滑;7月重卡销量5.1万辆,同比下滑28.1%……搞运输的不行了,经济肯定好不到哪儿去。
From the macro cycle, the A-share bear market has lasted for four years; in a small cycle, it has dropped more than two years since August 2009 at 3478 points. The long bear market has an end, and opportunities may come in despair. At present, China’s economy is at risk of engine stalling. Even without the S & P lowered the US credit rating this unexpected event, A shares can not escape decline. China COSCO, China’s largest shipping company, suffered a loss in the first half of this year; Hubei Chutian Expressway saw its profit drop in the first half due to the decrease in the flow of large trucks; the sales volume of heavy trucks in July was 51,000 units, down 28.1% from the same period of last year. Where to go