通常我的股市操作计划是在半年前设计的,比如去年底我认为经济刺激政策的想象空间会支撑股市,上半年股市无忧,这一点已基本演变为现实。虽然近期股市有一定调整,但是从整个上半年来看,A股在全球资本市场上表现还是比较突出的。但去年底我在强调上半年股市无忧时,也强调下半年股市存在不确定性,而下半年股市的不确定性具体体现在哪里,我并没有分析,因为我一直不愿意去面 Usually my stock market operation plan was designed half a year ago. For example, at the end of last year, I think the imagination of economic stimulus will support the stock market. In the first half of this year, the stock market has basically become a reality. Although the recent stock market has been adjusted, but from the first half of the whole point of view, A shares in the global capital market performance is still more prominent. But at the end of last year, when I stressed that there was no worry in the stock market in the first half of the year, I also stressed the stock market uncertainty in the second half of the year. In the second half of the year, the stock market uncertainty was embodied in the report. I did not analyze it because I was always reluctant to go face to face