近期以来,诸多传闻成为了市场调整的重要原因。目前无法精准地预期相关政策出台与否乃至出台的时间,但可以判断的是,在当前不明朗的政策环境中,预计大盘仍将维持区间运行态势。近期以来,诸多传闻成为市场调整的重要原因。银行方面,包括加强资本监管、提高拨备率、清理地方政府融资平台贷款、利率市场化等政策对银行股打压不断;地产方面,加强预售款监管、停止三套房贷款、严查囤地行为等,再度使得地产股出现 Recently, many rumors have become an important reason for the market adjustment. At present, it is impossible to accurately predict whether the relevant policies will be introduced or not. However, it can be judged that in the current uncertain policy environment, the broader market is still expected to maintain its operating range. Recently, many rumors have become an important reason for market adjustment. Banks, including the strengthening of capital controls, raising the rate of provision, clearing local government financing platform loans, interest rates and market-oriented policies to suppress the banking stocks; real estate, to strengthen supervision of pre-sale, stop three suites loans, rigorous investigation store behavior And so on, making real estate stocks appear again