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早间论市（勿须悲观泄气，宜等待；信达地产）

2015-02-06 08:36:57| 分类：早间论市 | 标签： |举报 |字号大中小订阅

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央行周四公开市场操作结果的公开发布时间创出史上最快，笔者认为央行此举促进了效率与公平，这其实也是央行“奋发有为”的体现，料央行后续将有更多宽松措施。光大银行高管表示A股若涨至3600将再降伞形信托杠杆，笔者认为这或许意味着监管层对市场近期上攻的可接受点位是3600以内。勿须悲观泄气，策略上宜等待。个股参考：信达地产（600657）控股股东信达投资、实际控制人财政部，背景高贵、定位独特，受益于盘活存量、资产证券化，想像空间大，关注区间6.9－7.7元。

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