摩根士丹利基金：重要会议临近，市场机会远大于风险

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上周A股市场延续上行，本质上是在中央经济工作会议召开之前政策的乐观预期所推动，主要指数均实现上涨。从风格看，相对均衡，小盘价值、小盘成长、大盘价值均有所表现，行业方面亦有类似表现，如传媒、煤炭、钢铁等领涨。市场日均成交额较过去两周有所增加。当前的A股市场到底该如何判断？我们认为短期相对简单，但中期较为复杂。自9月底以来，市场上涨的动力来自于政策转向，投资者对长期的悲观情绪得到缓解，当下政策依然为...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241209162223a1dfe0ed&s=b><strong>和讯基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上周A股市场延续上行，本质上是在中央经济工作会议召开之前政策的乐观预期所推动，主要指数均实现上涨。从风格看，相对均衡，小盘价值、小盘成长、大盘价值均有所表现，行业方面亦有类似表现，如传媒、煤炭、钢铁等领涨。市场日均成交额较过去两周有所增加。当前的A股市场到底该如何判断？我们认为短期相对简单，但中期较为复杂。自9月底以来，市场上涨的动力来自于政策转向，投资者对长期的悲观情绪得到缓解，当下政策依然为...</p>\n\n<a 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