《若干规定》有利于市场长期风险溢价的降低。对于估值合理的优质资产促进作用将更加明显,有利于其长期估值水平提升。基金话语权的提升,有利于其对优质资产的更好维护。建议关注市场不确定性因素消除后的回升机会。在1300点附近可关注受资金压力冲击而估值优势提升的优质资产。 “A number of rules” help to reduce the long-term market risk premium. For the reasonably priced high-quality assets to promote the role will be more obvious, will help improve its long-term valuation. The improvement of the discourse power of the fund will be conducive to its better maintenance of high-quality assets. It is recommended to focus on the recovery opportunity after the elimination of the market uncertainty. In the vicinity of 1300 points can be concerned about the impact of financial pressure and valuation advantages to enhance the quality of assets.