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行情透析：
越是高点散户越疯狂追涨，越是低点散户就会疯狂割肉....这好像是中国股民在股市中的操作原则！每次跌倒后都不会找出跌倒的原因，一味的在怨天尤人..外资为什么能在中国股市赚到钱？就是因为他们掌握了中国股民的心理。
摩根大通(亚洲)首席经济学家：A股已进入合理估值区间！龚方雄称，温家宝总理在年初曾指出，今年会是中国经济发展最困难的一年。但龚方雄认为，从长远来讲，中国经济15%-20%的增长速度依然可以维持，而目前的A股已进入合理价值区。
龚方雄的理解是，过去30年，中国的平均名义GDP增长17%，实际GDP增长9.7%，在此情况下，中国企业能否长期保持盈利增长不能单独只看某一年的情况。也正因此，不少外资机构认为，目前，A股市场的市盈率仅21倍左右，低于美国标准普尔22倍的市盈率，正是介入的时机。
龚方雄指出，他不太理解中国国内的机构和散户。他说，去年上证指数高居5000点、6000点的时候，几百亿的基金一夜就能卖完，而现在上证综指跌破3000点了，一个月卖几十亿基金都很难。在外资、QFII看来，上证指数处于高位的时候，市盈率是50倍、60倍，显然当时A股已经太贵了，他们选择的是坚决出货。而那时候，国内的一些机构和散户却在疯狂买进。目前，市盈率跌至21倍，外资慢慢开始买入时，国内很多的机构却普遍看空，很多散户也是决定不买股票，将钱存入银行。
郑重声明：本站所载内容不作为投资依据,仅供参考,据此入市,风险自担。
A foreign funds are buying shares of domestic institutions and retail investors are in the majority of Gerou
Market Analysis:
The more high retail Zhuizhang more crazy, more low retail investors will be crazy Gerou .... This is like Chinese investors in the stock market in the operating principles! After each fall will not find out the reasons for the fall blindly in Yuantianyouren .. why foreign investment in China's stock market to earn money » This is because they have mastered the Chinese shareholders of the psychological.
JP Morgan Chase (Asia) chief economist: A unit has entered a reasonable valuation range! Frank Gong said, Premier Wen Jiabao pointed out in the beginning of this year, China's economic development will be the most difficult year. But Frank Gong, the long term, China's economy 15 percent to 20 percent growth rate can still maintain, and the current A-share value has entered a reasonable area.
Frank Gong understanding that the past 30 years, China's average nominal GDP growth of 17 percent, real GDP growth of 9.7 percent, in this case, Chinese enterprises can maintain long-term profit growth alone can not only look at the situation in a given year. For this reason, many foreign institutions that currently, A-share market price-earnings ratio of only 21 times, 22 times lower than the S & P's price-earnings ratio, is involved in the timing.
Frank Gong pointed out that he not understand China's domestic institutions and retail investors. He said that last year's Shanghai index ranking 5000, 6000, when tens of billions of funds can be sold out overnight, and now Shangzhengzengzhi fell below 3,000 points, one month sold several billion fund it is very difficult. In foreign investment, QFII, the Shanghai index is high when the price-earnings ratio is 50 times, 60 times, then obviously A shares have been too expensive, they chose the shipping firm. And at that time, some domestic institutions and retail investors are in the frenzied buying. At present, the price-earnings ratio dropped to 21 times, slowly began to buy foreign, domestic institutions are generally a lot of space to see, many retail investors also decided not to buy stocks, the money will be deposited in banks.
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