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2011年全球经济跌宕起伏,波诡云谲。欧洲危机愈演愈烈,将会对中国有着怎样的影响?中央强调明年实施积极财政和稳健货币政策,走了10年还是原地踏步的A股将何去何从?中国房地产的拐点是否真的来临?2012年,抄底A股还是抄底房地产?有预测认为,欧债危机后续影响仍将持续数年。那么,中国经济的基本面将如何演变?房地产或理性回归,进入“下半场”告别暴利?2012年A股是否有较大行情?据申银万国的四段论,明年股市将类似“M”型走势,但鉴于明年后阶段可能的通胀和房价抬头倒逼政策再度从紧的概率不大,因此近似预测全年A股走势为“N”型。
In 2011 the global economy ups and downs, waves cloudless. The intensifying European crisis will have an impact on China? The central government emphasizes that implementing the proactive fiscal policy and prudent monetary policy next year will take 10 years to go a step further or will A-share go from here? China’s real estate turning point is really coming? In 2012, A bargain-hunting or bargain-hunting real estate? There is a prediction that the follow-up of the European debt crisis will continue for several years. So, the fundamentals of China’s economy will evolve Real estate or rational return into the second half, bid farewell to profits? A shares in 2012 there is a big market? According to Shenyin Wanguo Sec, the stock market next year will be similar to the “ M ”trend, but in view of the possible inflation in the latter stage of next year and the upward trend of housing prices is unlikely to re-tighten the policy, so the approximate forecast of the A-share trend for the year is“ N ”type.