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一年之计在于春,A股市场在2012年的春天里表现出生机盎然的一面,在率先启动的有色、煤炭等早周期板块带领下一扫之前熊市的阴霾,连续反弹接近400点,为新的一年开了个好头。外围市场在一季度亦表现出色,美股创下自2008年金融危机以来新高,欧洲市场自1月开始了一轮反弹。站在现在这个时点上,回望A股曾经走过的征程,笔者试图拨开眼花缭乱的市场现象,从中找出决定二季度市场运行的本质规律。
The plan for a year lies in spring. The A-share market showed its vitality in the spring of 2012. Before the first start, the haze of the bear market, led by the early-period plates such as nonferrous metals and coal, rebounded nearly 400 points to The new year is a good start. Peripheral markets also performed well in the first quarter, with the United States unit setting a new high since the 2008 financial crisis and the European market rebounding in January. Standing now at this point in time, look back on the A-share has gone through the journey, the author tried to get aside the dazzling market phenomenon, from which to determine the nature of the second quarter to determine the operation of the market.