【摘 要】
:
“A股市场仅是盈利增速见顶,而非盈利周期见顶。亚洲新兴市场曾几度 面临EPS增速见顶的情形,其股票市场仍有10-15%的增长幅度,这种现象 在世界范围内也是常见的。 西方各国国
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“A股市场仅是盈利增速见顶,而非盈利周期见顶。亚洲新兴市场曾几度 面临EPS增速见顶的情形,其股票市场仍有10-15%的增长幅度,这种现象 在世界范围内也是常见的。 西方各国国有股减持渐进有度,没有足够证据表明集中减持会导致市场暴 跌及长期走熊。”
“The A-share market is only seeing the peak in earnings growth but not the non-profit cycle.” Emerging Asian markets have faced the peak of EPS growth on several occasions, with the stock market still having 10-15% growth rate Is common in the world as well, and the gradual reduction of state-owned shares in western countries has been gradual and there is not enough evidence to show that the concentration of holdings will lead to the market crash and long-term bear market. "
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