民生策略丨A股宝典目录1目录日历效应..........................................................................................................................................5[日历效应]两会行情..................................................................................................................6[日历效应]党代会前后的A股表现........................................................................................7[日历效应]跨年行情..................................................................................................................8[日历效应]财报行情..................................................................................................................9[日历效应]国庆行情................................................................................................................11事件冲击........................................................................................................................................12[事件冲击]地缘冲突对大类资产的影响...............................................................................13[事件冲击]油价上涨对大类资产的影响...............................................................................14[事件冲击]非农就业数据对美股的影响...............................................................................15[事件冲击]新冠确诊人数下降阶段的股市表现..................................................................16政策主题........................................................................................................................................17[政策主题]中央经济工作会议................................................................................................18[政策主题]复盘历次稳增长年份的A股表现......................................................................19[政策主题]降准/降息..............................................................................................................21[政策主题]政策底.....................................................
