影响上半年市场的核心因素是资金,流动性泛滥背景下的个人投资者快速进入A股市场导致了市场的加速上涨,而流动性的收紧又导致了市场的调整。市场已经走到了一个流动性仍然宽裕但走向回归的阶段,资金推动市场的可能性降低。随着经济复苏前行,企业盈利不断恢复,行情由流 The core factor affecting the market in the first half of the year was the quick entry of the individual investors into the A-share market under the background of capital and liquidity, which led to an acceleration of the market. The tightening of liquidity led to the adjustment of the market. The market has come to a stage where liquidity is still ample but returning to the market, and the possibility of capital market promotion is reduced. With the economic recovery ahead, corporate profits continue to recover, the market by the flow