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早间论市（继续以灵活仓位参与行情；方正证券＋可立克）

2016-02-05 08:37:51| 分类：早间论市 | 标签： |举报 |字号大中小订阅

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高盛外汇策略主管Robin Brooks认为，中国未来几周很可能会出乎市场意料地提高人民币汇率中间价，从而导致风险偏好复苏。近日美元指数大跌，离岸人民币大涨，短期与在岸人民币价差基本消失。外汇局昨日出台新规，简化合格境外机构投资者（QFII）审批程序，大举放宽准入额度。受前述消息提振，今日护指有望上摸2850，不妨继续以灵活仓位参与行情。老秦昨日给的次新组合银宝山新+高科石化全部涨停，今日给出的参考组合是中盘券商方正证券+小盘次新可立克。

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