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春節以來外資持續回流A股，帶動了本輪市場的走強 。那麽由於企業業績的改善和投資者情緒偏樂觀，受益於經濟基本麵穩中向好，A股市場也在多重利好下表現回溫。3月PMI數據表現較好，創業板指通常受益於風險偏好的抬升而出現估值盈利的戴維斯雙擊行情 ，目前，從估值端看，該指數風險溢價為5.60，如果周期處於邁向“複蘇初期”的階段，綜合來看，成長風格 |
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