2008年,受美国“次贷危机”引发的金融风暴影响,全球经济受到了重创。2009年以来,随着世界经济的改善,全球各主要股市均出现不同程度的回暖或反弹,我国股票市场涨幅位列全球金融市场前列,债券市场震荡上扬,基金市场也取得了相当不错的业绩。本文在2008年和2009年国内资本市场回顾分析的基础上,对我国2010年的资本市场进行了展望,认为2010年中国经济基本面向好,下半年经济反弹步伐将加快,经济复苏的趋势将进一步明显,但是国际金融风暴的影响仍然不容忽视,大量金融市场依然处于受损状态,国际贸易保护主义浪潮有进一步加剧的趋势。2010年股票市场向上的基本态势不会改变,债券市场投资将依然会以短期债券占优,基金市场将面临更多机遇。
<<In 2008,because of the financial storm which arised from the America’s sub debt crisis,the globe economy had been damaged deeply. Entering 2009,with the recovery of the globe economy,every main stock market in the world has been rising in a way. In Chinese capital markets,the stock market’s rising range gained the forefront of the global financial markets,the bond market rose turbulence,the fund market also made a pretty good performance.This paper will prospect the capital markets of China in 2010,on the base of the review of the global capital markets and capital markets in China,we consider that the macroscopical economy is healthy,and the trend of recovery will continue. But the influence of the financial storm shouldn’t be totally neglected. So in 2010,the upward trend of the stock market will not change,the bond market investment will still be mainly short-term bonds,the fund market will face more opportunities.
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