2018年宏观经济在库存周期影响下,上半年增速将会有所回落QTD9A股上市公司整体盈利增速温和下滑,随后新一轮库存周期开启,1kpl有望提振盈利表现P5up
(Source:DichevandYu:Higherrisk,lowerreturns,whathedgefundinvestorsreallyearn.Journaloffinancialeconomics,Aug2010)