自从2009年8月份开始,A股市场借着创业板的催化剂展开了一场长达一年的风格资产背离之旅,大小盘指数的相对收益率缺口越拉越大;2010年初就有一些价值型投资者尝试风格转换的投资机会,结果被拍在了沙滩上。2010年7月份,美联储说他们的经济数据还是没有起色,量化宽松的货币政策基调不变,当月周期类资产就有一波表 Since August 2009, the A-share market has embarked on a yearlong style of asset-borne journey through the catalysts of the GEM. The relative yield gap between the large and small indices is widening. In early 2010, there was some value Investors are trying out style-changing investment opportunities and the result is being taken on the beach. July 2010, the Fed said that their economic figures still did not improve, the tone of quantitative easing monetary policy unchanged, the cyclical asset class that month there is a wave of tables