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申万策略团队追随美国科技浪潮的投资指引预期与其说是眼光独到,不如说是对A股审时度势的大概率推算结果。借助科技眼球效应,发动脉冲式上涨行情,就像死气沉沉的池塘里偶尔泛起的几个气泡。2012年接近年底的时候,某财经媒体举办了卖方分析师水晶球颁奖论坛,申万策略团队的观点有二:A股整体趋势性机会若有,是跌出来的机会;关注个股结构性机会,尤其要注意美国新科技风潮对A股的影响。
SW Index Strategy Team follow the wave of investment guidelines in the United States is not so much the prospect of vision, as it is on the A shares of the situation a large probability estimation results. With the tech eye effect, launch a pulsating rally, like the occasional bubble in a dead pool. Near the end of 2012 when a financial media held a seller’s analyst Crystal Ball Award Forum, SWS strategy team has two views: A shares of the overall trend of opportunities if there is a chance of falling out; attention to the structural opportunities of stocks, In particular, we should pay attention to the impact of the new technology wave in the United States on A shares.