尽管外围市场动荡,国内经济数据并未有明显改善,但A股却在银行股的带领下走出了强势行情。分析人士认为,这与流动性预期的改善有很大关系。春节过后,银行间市场利率逐级下行,这表明,随着节日因素和政策因素影响的消退后,流动性明显好转。另外,二级市场上,由于二月份IPO基本处于空窗期,资金压力也明显缓解。这为市场反弹提供了“天时”。多家机构认为,在人民币升值预 Despite the peripheral market turmoil, the domestic economic data did not significantly improve, but A shares but under the leadership of bank stocks out of the strong market. Analysts believe that this has a great relationship with the expected liquidity improvement. After the Spring Festival, the interest rates in the inter-bank market went down step by step, which shows that the liquidity has obviously improved with the fading effects of holiday factors and policy factors. In addition, the secondary market, due to the IPO in February is basically an empty window, the financial pressure is also significantly eased. This provided a “daytime” for the market rally. A number of agencies believe that the appreciation of the renminbi in advance