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早间论市（仍以灵活仓位精选个股为主；持续关注福田汽车）

2016-06-15 09:30:20| 分类：早间论市 | 标签： |举报 |字号大中小订阅

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（投资有风险，入市须谨慎；投资建议，仅供参考）MSCI宣布延迟将中国A股纳入MSCI新兴市场指数，以待国际投资者对QFII制度改革和停牌新规实际成效的相关经验反馈，以及预先审批限制问题的有效解决。老秦昨天讲过对此“A股已上演了从期待到看淡的轮回”，当前A股估值分化仍较为剧烈，市场正经历“去伪存真”，策略上仍以灵活仓位精选个股为主。个股方面，今日无新介绍，昨日介绍的福田汽车可持续关注。

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