“官媒”密集采访：中信、中金看好A股后市

华尔街见闻2021-03-09

作者：于旭东近期，虽然A股市场继续波动调整，但卖方分析师依然对目前行情表示乐观。昨日，《上海证券报》及《中国证券报》分别采访了中金公司董事总经理黄海洲和中信证券首席策略分析师秦培景，两位分析师皆看好A股后市发展。中金公司黄海洲认为，本轮A股的较大调整与外围市场流动性相对趋紧和美国通胀预期上升直接相关，并不是对国内环境产生变化的担心。部分估值偏高的个股向更加理性的方向回归是正常的事情，市场不需要太过...

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精彩评论

会赚钱的马克斯
2021-03-09
会赚钱的马克斯
看好后市跌破3000
真的英雄
2021-03-09
真的英雄
韭菜你要相信牛屎
城主字
2021-03-09
城主字
老乡别走
猛逃
2021-03-09
猛逃
只敢看好，不敢看坏⋯[打脸]
ioscan
2021-03-09
ioscan
中金先说说自己的股票吧，跌成翔了
海盗船长777
2021-03-09
海盗船长777
卖方几时看空过？

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支撑将逐渐显现3月8日，A股市场调整明显。中信证券首席策略分析师秦培景当日在接受中国证券报记者采访时表示，近期市场调整一定程度上受到国内外市场流动性预期变化的影响。预计后续随着市场预期趋于平稳，市场的支撑会逐渐显现。与此同时，在市场压力短期快速释放过后，新主线的配置价值已有所提高。调整源于内外流动性预期共振3月8日，A股市场主要股指下跌，其中创业板指和科创50指数均跌逾4%。“随着经济与通胀上行预期升温，美联储提前收紧货币政策的预期不断强化。”秦培景分析，近期美国公布的2月非农就业数据远超预期，美国参议院通过1.9万亿美元财政刺激法案，市场通胀预期持续上升，均进一步加剧了投资者对美国货币政策提前收紧的担忧。他认为， 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