九月市场环境,总体判断为“政府扶持与不确定因素并存”;市场运行趋,我们认为仍将处于相当活跃状态,股改预期引发的市场机会仍将是主角;为此我们提出三个基本选股思路,寻找高对价;策略性跟踪活跃个股;中线关注部分蓝筹股潜力。 In September, the market environment was generally judged as “the coexistence of government support and uncertainties.” We believe the market operation will continue to be quite active and the market opportunities expected by the share reform will remain the protagonists. Therefore, we propose three basic options Unit ideas, looking for high price; strategically track active stocks; mid-line focus on some blue chip potential.