[简体]2007年4季度投资策略.ppt

2007年4季度投资策略 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. 投资策略 M-宏观经济环境（Macro Environment）：好 V-价值（Valuation）：偏高 P-政策（Policy）：负面 S-市场气氛（Sentiment）：偏弱 4季度市场持谨慎乐观 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. 投资策略 长期牛市的基础 公司盈利持续快速增长 人民币升值持续加速 内需将成为市场的推动力 负利率导致储蓄分流 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. 投资策略 2008年展望 公司盈利增长30％ 消费主题回归 经济结构战略性调整机会 节能环保、资产注入、奥运主题 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. 投资策略 对4季度市场判断 指数将持续波动 外部环境不确定和政策真空双重影响 政策与市场博弈 防御为上 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. 投资策略 3条主线： 人民币升值加速－地产、金融、商业、资源品 消费主题－汽车、家电、航空 温和通胀周期－下游消费品行业、低毛利行业、黄金 结构性机会：行业整合中的龙头企业 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. 规划投资 投资者的选择 对长期牛市保持清醒的头脑 管理你的风险暴露 分期投资，熨平市场波动 选择适合的投资产品 Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Aspose Pty Ltd. Evaluation only. Created with Aspose.Slides for .NET 3.5 Client Profile . Copyright 2004-2011 Asp