农银汇理每周视点：预计后市处于盘整态势
2011年06月27日 15:01
来源：凤凰网商业
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农银汇理视点：
上周 A 股市场触底后快速反弹。市场此前的下跌中已经大部分消化了一些负面的因素，而从估值水平看，市场也已经跌到了历史的底部，因此继续大幅下跌的空间不大。但从推动市场向上的因素看，能够推动市场向上的信号只可能来自政策面或者资金。目前来看，虽然对于经济和盈利的预测没有大幅下调的空间，显著上调的空间其实也不大。预计后市处于盘整态势，建议关注保障房板块，包括水泥、家电、房地产等。
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