论文部分内容阅读
临近奥运,门票、纪念品等和奥运相关的市场都十分火爆,反观A股市场却是悄无声息,万众期待的奥运行情迟迟未至。当前距离奥运开幕还有11个交易日,奥运行情是否有戏?我们相信在政策面暖风频吹之下,即便没有奥运行情,市场也将维持稳定格局,结构性机会依然存在。
Near the Olympic Games, tickets, souvenirs and other Olympic-related markets are very hot, but the A-share market is quiet, long-awaited Olympic Games has yet to come. Currently there are 11 trading days away from the opening of the Olympics. Are there any plays in the Olympics? We believe the market will maintain a stable pattern and the structural opportunities will still exist even in the absence of the Olympic market due to the warm policies.