EPISODE · May 11, 2026 · 10 MIN
A股市场基本面驱动力增强，股市还会涨么
from 热点我说吧
据证券日报，星石投资首席策略投资官方磊表示：“近期地缘风险缓和，A股市场情绪有望持续修复，资金投资逻辑将回归经济基本面、产业趋势和企业盈利。中期来看，上市公司业绩回升将是下一阶段股市的重要驱动力。目前高景气趋势产业的盈利兑现能力已得到验证，预计随着国内名义GDP增速回升，企业盈利能力的修复将扩散至更广泛的行业，A股市场的基本面驱动力有望逐渐增强。”
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A股市场基本面驱动力增强，股市还会涨么
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This episode was published on May 11, 2026.
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据证券日报，星石投资首席策略投资官方磊表示：“近期地缘风险缓和，A股市场情绪有望持续修复，资金投资逻辑将回归经济基本面、产业趋势和企业盈利。中期来看，上市公司业绩回升将是下一阶段股市的重要驱动力。目前高景气趋势产业的盈利兑现能力已得到验证，预计随着国内名义GDP增速回升，企业盈利能力的修复将扩散至更广泛的行业，A股市场的基本面驱动力有望逐渐增强。”
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