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第66章 大家都在羡慕印度股市 (第1/1页)

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大家都在羡慕印度股市

在印度GDP超越英国成为全球第五大经济体后,其股市也可谓是佳绩不断,这三年来暴涨2倍多,在30年期间更是疯狂飙涨100倍。若从新世纪算起,印度股市在这20多年时间,涨幅也近13倍。反观A股,2000年的时候在1400多点,现在仅是翻了一倍,期间中国经济在加入世贸下,快速腾飞成为全球第二大经济体,指数与新兴经济体可谓完全不符合。

对于大家都在羡慕印度股市、责骂A股垃圾的时候,所谓市场专家的洪灏得宏观出来反驳说:“1991年以来,印度货币供应涨了93倍,印度股指涨了66倍。因此,印度股指至少一大半涨幅来自于货币贬值和通胀”。觉得这专家完全看不到印度股市设计上,真正为散户投资者考虑的优秀。查看了下中国的M2,在1991年的时候仅有1.93万亿,现在近290万亿,货币供应量差不多是30年前的150倍了。若按沪指当时100点计算,那对应点位数是点才对,而不是还在3000点下方。

由此可见,把印度股市上涨归于货币供应,是太过片面,是在为拉胯的A股狡辩。对于A股长期在3000点徘徊,在前期内容中已多次分析了原因,其中最大的问题还是定位为融资、而不是保值增值的投资市场。认为A股中最大的空头来自于公司本身,这从每年巨量再融资、IPO与减持可算出;而美股则相反,能走牛最大的买方来自于公司,特别是几大科技巨头,每年都几百亿美元进行回购,形成一股强大的向上力量。

因此现在指数跌破3000点,监管层老是在强调稳定市场、打击内幕交易等,其实都是治标不治本,就算现在国家队的社保等大举入场,把指数打上去,过不了几年又会再次向下回到3000点。所以,觉得当前趁大盘处于低位,须刮骨疗伤式改革,才能真正迎来长期慢牛之势。而在拂晓还未来临之下,还是以短线炒作为主,毕竟市场量就这么多。

从周三盘面来看,碳酸锂价格快速杀跌下,有不少厂开始停产,这让锂矿类个股绝地反击,从而带动了新能源个股超跌反弹,宁王一度大涨超5%.不过盘中冲过两波后,又是震荡回落,创指反弹也不强,因此对新能源还应当作超跌反弹看待。

另外,周三高位股出现了明显的暴击,东安动力、惠发食品、圣龙股份均是天地板式杀跌,这让跌停个股超过10只。这就是游资倒腾题材的特性,一旦风向改变,就会迎来全线跳水暴跌。不过这些强势股短期的补

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