首先，我们必须承认A股是典型的政策市，发展中的国家、变革中的资本市场、完善中的监管体系、逐步走向成熟中的投资者结构——牵一发（政策）而动全身，对应的自然是政策市。
政策的演变难于捉摸，但一定有其规律，而“监管意图、监管思维”的变化就是洞察一切政策变化的最好抓手。
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