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“私募魔女”李蓓最新观点：A股明年中或迎来长期牛市起点 - 华尔街见闻

China Stock Market Outlook 2nd Half 2022 and Full Year 2023

Predicted by 李蓓 on Sep 18 '22. Last edited Dec 15 '23

Prediction #a股

这位宏观对冲基金经理认为，由于中外宏观走势处于错位状态，短期内资产没有很强的共振。但是今年市场下滑并非由流动性和公司盈利所致，更多是投资者风险偏好驱动。

对于中期走势，李蓓预测市场需要“等待”美国经济衰退的信号出现。随后中国股市 “盈利底”将正式探明，#A股有望迎来一波长期牛市。 Predicted By 李蓓。

李蓓进一步指出，底部信号出现之前，投资者可以使用对冲套利工具博取收益。

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