构建“和谐社会”为我国经济增长方式的转变指明了方向,对宏观经济以及证券市场都将带来长期、深远影响。长期牛市呼之欲出,牛市持续时间可能远超市场预期。在中国牛市的“黄金季节”,宜关注内生性、外延型、交易性三大投资机会。 Building a “harmonious society” has pointed out the direction for the transformation of the economic growth mode in our country and will have long-term and far-reaching implications for the macroeconomy and the securities market. The long-term bull market can be expected, the duration of the bull market may far exceed expectations. In the “golden seasons” of the Chinese bull market, we should pay close attention to the three major investment opportunities of endogeneity, extension and trading.