发展100多年的美股,对A股究竟有何启示?
各个不同的历史阶段,会对股市有何影响?
很显然,美股市场是一面镜子,研究美股,有助于我们更好地把握A股。
这本书主要包括:
1.基于历史背景的中美股行情复盘
2.深入研究,找出规律,授人以渔
3.在股市对比中,发现投资机会
4.掌握规律,指导实战
第一章 为何选择美股进行对比 ··········································1
第一节 美股为全球最成熟股票市场之一 ································2
第二节 中美经济互为依托 ················································10
第二章 美国股市各个历史阶段表现及特点 ····························17
第一节 美国股市的一些久远历史 ·······································18
第二节 “大萧条” ···························································20
第三节 罗斯福新政 ·························································26
第四节 “二战”期间 ·······················································29
第五节 “二战”结束后 ····················································32
第六节 布雷顿森林体系 ···················································34
第七节 石油危机····························································37
第八节 里根大循环 ·························································39
第九节 科网危机····························································43
第十节 新一轮牛市 ·························································47
第十一节 次贷金融危机 ···················································48
第十二节 金融资产的大通胀 ·············································51
第十三节 现代货币理论 ···················································53
第十四节 美国目前所处阶段及股市特点 ······························55
第三章 中国股市历史回顾 ·················································59
第一节 股市建立之初 ······················································ 60
第二节 外向型经济道路 ··················································· 63
第三节 新世纪股改 ························································· 66
第四节 2008 金融危机 ····················································· 68
第五节 新常态 ······························································ 71
第六节 去杠杆 ······························································ 73
第七节 中美贸易争端 ······················································ 75
第八节 疫情时代···························································· 77
第九节 中美经济发展历程对比 ·········································· 79
第十节 A 股目前阶段所具有的特色、机遇及挑战 ··················· 82
第四章 研究方法 ····························································88
第一节 研究框架···························································· 89
第二节 经济周期···························································· 90
第三节 周期和股市 ························································· 94
第四节 股市的不可预测性 ················································ 96
第五节 不可为而为之的一些方法 ······································· 98
第六节 简单分类···························································101
第五章 中美股市流动性情况对比 ······································ 102
第一节 美股流动性情况概览 ············································103
第二节 A 股流动性情况概览 ············································ 116
第三节 中美股市流动性差异背后的原因 ·····························122
第六章 中美股市投资者构成对比 ······································ 125
第一节 美股投资者构成的演变及成因 ································126
第二节 A 股投资者构成的演变及成因 ································131
第三节 中美股市投资者构成的差异及原因 ··························133
第四节 中国能否吸引全球投资者 ······································138
第七章 中美股市行业构成对比 ········································· 142
第一节 美股行业构成的演变及成因 ···································143
第二节 A 股行业构成的演变及成因 ···································150
第三节 中美股市行业构成的差异及原因 ·····························157
第四节 中美股市行业集中度对比 ······································162
第八章 交易规则 ··························································· 166
第一节 美股交易规则简介 ···············································167
第二节 中美股市交易规则对比 ·········································172
第九章 市场监管 ··························································· 182
第一节 美国股市监管机构及规则简介 ································183
第二节 中国股市监管机构及规则简介 ································188
第三节 中国股市监管的发展方向 ······································194
第十章 A 股市场发展的猜想 ············································· 199
第一节 走向世界的A 股 ·················································200
第二节 走向自由的A 股 ·················································205
第三节 走向盈利的A 股 ·················································208
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