[新聞] 人行灑錢 陸股耶誕火紅已刪文
http://www.chinatimes.com/newspapers/20141226000037-260202
人行灑錢 陸股耶誕火紅
2014年12月26日 04:09
記者吳瑞達/綜合報導
796點閱
大陸人行耶誕節前送出大禮,寬裕市場資金,激勵陸股昨(25)日止跌強彈,上證指數大
漲百點,重新站上3千點大關,也讓陸股瀰漫濃厚的耶誕歡樂氣氛。
陸股經過連2日下跌整理,昨傳出大陸人行將非銀行同業存款,納入一般存款計算,且無
須上繳存款準備金,等於變相對市場釋出高達2兆元人民幣的資金,陸股聞風應聲走揚。
大陸滬、深兩市昨天雙雙開高,包括證券、保險等金融股,及機械類、基建股等「中字輩
」大型股盤中走強。上證指數重返3,000點之上、漲逾3.3%,創12月4日以來單日最大漲
幅,人民幣也升值0.3%,收6.1976兌1美元,創7個半月來最大升幅。
大成基金認為,非銀行金融機構同業存款納入存貸考核,但無須繳存款準備金,有利緩解
短期市場資金壓力;同時,在政策加持下,對於年底及明年春節前的紅包行情都是好兆頭
。
保德信中國品牌基金經理人楊國昌則表示,陸股資金行情「內、外皆動」,人行灑錢前、
滬港通開放後,帶動大陸每周新增股票帳戶數升至7年高點,加上市場預期MSCI把A股納入
MSCI新興市場股票指數,只要比重達10%,估計可帶動新台幣約3.7兆元資金進入A股市場
。 昨天陸股利多訊息,還包括大陸國務院擴大金融業支持企業走出去力道,證券股大幅
反彈。而保險資金歲末進場掃貨,近10個交易日加碼明顯;另外,「國營企業股」護盤,
也讓指數難有深跌空間。
心得:
站上十日線 今天快買
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