十九大召开前，市场仍将处于风险偏好抬升的窗口期。今年二季度，金融监管一度成为市场的主要矛盾，当前其对市场的影响也在逐渐减弱。我们在今年6月中下旬研报《近期监管态度在四方面发生微妙的变化》中，首次提到了监管层在“金融去杠杆”以及在“外延式并购、兼并重组”等方面态度上发生了些转暖的变化，市场...
The market will remain until the 19th held large risk appetite lift the window. In the second quarter of this year, the financial regulation become the main contradiction of the market, once the current on the impact of the market is waning. We in mid to late June this year grind the recent regulatory attitude subtle changes in four aspects ", first mentioned the regulators in "financial leverage" and "denotative" mergers and acquisitions, mergers and reorganization on the attitude has changed some warmer, market...
