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伴随两会的闭幕,新一届领导班子正式亮相,政策层面的信息逐渐明朗,大会描绘的未来“中国梦”也在一定程度上增强了股市的信心。综合来看,虽然当前经济基本面继续处于弱复苏阶段,但房价普遍上涨的预期也进一步增加了市场对房地产市场调控加码的担忧,短期后市进一步上涨的动力不足,继续处于震荡调整格局的概率较大。
With the closing of the two sessions, the new leadership team officially unveiled, and the information at the policy level gradually became clear. The future of the “China Dream” as portrayed by the General Assembly also strengthened the confidence of the stock market to a certain extent. Taken together, although the current economic fundamentals continue to be in a weak recovery phase, the general expectation of rising housing prices further raises the market’s concerns about the property market regulation overweight. The short-term market outlook is further driven by a lack of motivation to continue to adjust for the shock Big.