$上证指数(0000_老虎社区_美港股上老虎

$上证指数(000001.SH)$ 机构可以拿着国债找央妈换钱借入的资金成本在1.5%左右拿到钱在市场里买入股息率>5%的央企长期既可以吃超过3.5%的价差，以后有行情火爆时又可以趁高卖一把吃股价价差。怎么算都是赢。

上周A股沪指上周重新站上3400点，本周一盘后重磅利好，货币立场由稳健转变为适度宽松，上次适度宽松发生在2008年11月，持续两年时间，第一年沪深300涨127%，第二年盘整消化下跌。【重磅利好下，A股会如何解读？这波政策蕴含哪些投资机会？】

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