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反弹仍将持续未来一段时间,经济增长回落至潜在增长附近,通胀将快速下降,政策放松预期也将变得日益强烈,市场反弹有望延续。至于反弹幅度,由于此轮政策放松的预期较6月底那次更为真实,因此,反弹的幅度也应高于6月底的行情。
The rebound will continue for a period of time to come. Economic growth will fall back to near potential growth, inflation will rapidly decline, and policy easing expectation will also become increasingly strong. The market rally is expected to continue. As for the rally, as the expected easing of this round of policy is more real than the one at the end of June, the rally should also be higher than the end of June.