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美媒:自由主义和教育质量低下是美国新冠疫情恶化的根本原因 - 未名空间(mitbbs.com)

美媒:自由主义和教育质量低下是美国新冠疫情恶化的根本原因 - 未名空间(mitbbs.com)
mitbbs.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from mitbbs.com Daily Mail and Mail on Sunday newspapers.

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专家:中国恒大债务危机不会给全球带来金融风暴 但需预警和防范房地产行业可能带来的风险

专家:中国恒大债务危机不会给全球带来金融风暴 但需预警和防范房地产行业可能带来的风险
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專家:中國恆大債務危機不會給全球帶來金融風暴 但需預警和防範房地產行業可能帶來的風險

專家:中國恆大債務危機不會給全球帶來金融風暴 但需預警和防範房地產行業可能帶來的風險
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中金:中国股市生态变化三问 _ 东方财富网


  一问:基本面化:机构持股持续偏向优质景气龙头,是昙花一现,还是具备持续性?
  二问:头部化:千亿元基金频现,是开始还是结束?
  三问:小市值个股越来越难,是暂时,还是趋势?
  综合来看,我们认为未来A股市场及其机构投资者可能面临着以下六大发展趋势:1)公募基金的总规模仍然有较大的增长空间;2)单只基金平均规模仍有可能继续提升。3) 基金“头部化”可能会继续,伴随市场规模扩容大型基金的数量仍可能会增加。4) 机构持股可能持续适度集中于各领域的优质龙头公司。5) 市场持股换手率可能逐步下降。6)随着机构持股比例提升,机构投资者整体取得持续超额收益难度加大,被动投资逐步成为重要的配置之选。
  
  
持续的资本市场改革与开放等因素综合推动中国A股生态朝着机构化、基 ....

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