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1、正文目錄前言.............................................................................................................................................1第1章文獻(xiàn)綜述：美國(guó)經(jīng)濟(jì)周期下的行業(yè)輪動(dòng)研究..................................................................21.1行業(yè)輪動(dòng)與經(jīng)濟(jì)周期........................................
2、.......................................................................21.2美林投資時(shí)鐘的啟示...............................................................................................................31.3NBER周期劃分下的行業(yè)輪動(dòng)研究..........................................................................
3、...............5第2章經(jīng)濟(jì)周期下中國(guó)資本市場(chǎng)的行業(yè)輪動(dòng)研究......................................................................82.1中國(guó)經(jīng)濟(jì)周期的劃分...............................................................................................................82.2中國(guó)經(jīng)濟(jì)周期變動(dòng)演繹的邏輯：美林時(shí)鐘的修正與投資驗(yàn)證............................
4、..............112.2.1經(jīng)濟(jì)復(fù)蘇階段.....................................................................................................................112.2.2經(jīng)濟(jì)過(guò)熱階段.....................................................................................................................202.2.3經(jīng)濟(jì)滯漲階段..
5、...................................................................................................................212.2.4經(jīng)濟(jì)衰退階段.....................................................................................................................232.2.5各階段的有超額收益的重點(diǎn)行業(yè).......................
6、...............................................................24第3章基于以上行業(yè)輪動(dòng)邏輯的A股模擬投資策略...............................................................253.1完美周期判斷下的行業(yè)輪動(dòng)投資策略.................................................................................253.2現(xiàn)實(shí)中的行業(yè)輪動(dòng)交易策略....................
7、.............................................................................34第4章結(jié)論...................................................................................................................................39參考文獻(xiàn).............................................
