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无论是流动性、通胀还是国内外经济增长最坏的时候已经过去:3月份两会召开,二线蓝筹板块的主题性投资有望率先启动;流动性向常态回归,通胀从短期的高点逐步回落,一线蓝筹的估值修复行情将全面展开。
Whether it is liquidity, inflation or the worst economic growth at home and abroad is over: the two sessions are held in March and the theme investment in the second-tier blue-chip sector is expected to be the first to start. Liquidity returns to normal and inflation will gradually decline from a short-term high. Blue- Valuation repair market will be fully launched.