Economic L Is A New Subject For The Stock Market.

For this year's economic trend discussion, from the beginning, people generally expected that the L type, but some data in the first quarter should be a little bit more than expected, so there are U and even V.

Some time ago, the prices of raw materials in the upper reaches rose, commodity futures became popular, and the stock market went up accordingly. Although each had its own reasons, some investors' judgment of the economic trend and the operation triggered by it were also an important promoter.

Last year, people saw this type of V stimulated by human factors, but because it was filled with bubbles, it didn't take long to reveal the risk.

If someone does not think that the surge in prices will burst last year, it is still a sad thing to look forward to the so-called Daniel market.

Now authoritative figures have expressed their views in the authoritative media. It is clear that China's economy is now taking the L model, and this trend will continue for several years. This also negates the view that the economy takes the U or V type in a special way, which has a significant impact on the stock market.

Obviously, in the early days of the stock market rebound, one of the most important reasons for investors is the stabilization and recovery of the economy, and the stock market should respond strongly to this.

Many people began buying stocks actively according to the change of economic data.

However, it should be said that most investors are relatively cautious about this. Although we see some good signs of economic data, it is still relatively short after all, and it is not yet clear whether it is a single month rebound or a trend improvement.

In addition, too big.

And the rapid rise in real estate and some commodities is also disturbing.

At this stage, though many investors are seeing more, it is rather limited to really get real gold and silver into the stock market.

With the "authoritative" judgement of the economic L type clear, the view that the economy will rebound sharply and pull the stock market rebound is hard to convince. This is the underlying reason for the recent stock market crash.

What is the rational trend of the stock market under the background of the confirmation of the economic L type? First, there will be no big class rise.

In essence, the rise of stocks is driven by the economy. Now that the economy is not up to much, the rise will naturally lose its momentum. This is a very basic problem.

Some people say that during the L period of the US economy,

It is soaring.

In fact, in the past few years, the economy has been increasing more or less in the US stock market, and there has not been any serious problem.

Secondly, since it is

In fact, it is to maintain a certain growth. Now it seems that the magnitude of this growth is roughly between 6.5-7%, but not all industries can maintain such growth.

As a result, the fast growing industry still has the opportunity to bring a partial bull market atmosphere to the stock market, while the industry with slow growth or even negative growth will undoubtedly bear a bear market.

Therefore, under the background of economic L, the stock market is differentiated.

Third, despite the existence of structural market, but because investors have a process of understanding and adapting to the economic L type (in other words, the middle and high speed growth), there may be some differences between the stock market and the stock market. In the earlier stage, people would pay more attention to the adjustment of the heavyweight caused by the lack of big market, and the market will be rather cold during this period.

And when it falls to the same level, it will pay more attention to the possible structural market. At this time, there will be more opportunities for plates and stocks.

Now, perhaps at a relatively early stage, the market trend is bad at that time, which is very hard to avoid.

As a manifestation of the economy, the stock market can not be in the L type of economy, but it appears a V type.