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信心最坏的时刻动车事件和美债评级下调这连续的两次“黑天鹅”事件的发生已将市场预期压至非常悲观的阶段,目前可适当转回基本面。中信认为,最坏的阶段已经过去,在经济向好拐点确立前,市场将围绕2600一线盘整,建议以寻找结构性机会为主,预计市场的再次趋势上行当在9月中下旬。维持三季度后期观察原材料和设备制造板块景气回升,四季度等待大宗商品机会的判断,目前各板块风格均衡不具备明显倾向性。结构性机会的线
Confidence in the worst moment Moving event and U.S. debt downgrade This two consecutive “Black Swan” episodes have put market expectations to a very pessimistic stage and now can be properly reversed back to fundamentals. CITIC believes that the worst phase has passed, before the turning point in the economy to establish a good corner, the market will focus on the 2600 line consolidation, it is recommended to find structural opportunities, the market is expected again upward trend in late September. Maintain the third quarter of late observation of raw materials and equipment manufacturing sector rebound in the fourth quarter, waiting for the opportunity to judge the commodity, the current style of the plate does not have a clear balance of style. Line of structural opportunities