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8月1日受美股下跌影响A股巨幅下跌,但外围市场影响是间接的,决定A股中期走势的决定性力量仍然是企业盈利和宏观调控政策,A股将在波动中盘升。最值得警惕的,还是调控政策。
A shares fell sharply on the 1st of August due to the decline in US stocks. However, the external market impact was indirect. The decisive force that determines the mid-term trend of A shares is still corporate earnings and macro-control policies. A-shares will rise in volatility. The most vigilant, or regulation and control policy.