中国联通复牌2个涨停不到后出现了回调。不少投资者对混改是否持续心存疑惑。笔者认为,中国联通的复牌是混改拉开了序幕。笔者认为当前混改可能成为最大风口。理由主要是2个:1、二季度报8月底披露完毕后,三季度报往往也是10月份开始披露;因此9月份将是业绩披露空白期,利于混改主题的发酵。个股的业绩压力将会释放完毕,部分混 China Unicom resumption of trading after two limitless callback occurred. Many investors doubts whether the mix change persists. The author believes that the resumption of China Unicom is a mixed start kicked off. I believe that the current mixed change may become the biggest outlet. The reason is mainly 2: 1, the second quarter of the disclosure after the end of August is completed, the third quarter is often also the beginning of the disclosure in October; so in September will be the performance of the disclosure of the blank period, which will help the theme of fermentation mixed. Performance pressure of individual stocks will be released, partially mixed