意昂体育-体育领导品牌

中国股市动向令全球关注

中国股市6日和7日连续两天大幅上涨恢复了股民的一些信心,也引发紧盯中国股市的外国媒体高度关注。新加坡《联合早报》称,中国证监会4日以来多次发声,支持上市公司并购重组、推动上市公司提升投资价值、打击利用融券交易实施不当套利、从严打击欺诈发行、财务造假、操纵市场恶意做空等行为,并回应股票质押、融资担保等问题。该报认为,中国政府的“救市”范围明显扩大,对打击操纵市场的行为也不再停留于喊口号,明显缓解了市场恐慌。《华尔街日报》引述分析人士的话称,中国政府将重心转向维护市场稳定,这会为中国股市的悲观情绪“松绑”提供催化剂;一连串的干预行动表明,中国股市的严重低迷表现可能已接近政府的容忍限度。7日,中国证监会迎来主要领导调整,金融系统资深人士吴清成为新任证监会主席。美国彭博社就此评论称,吴清的任命是“出人意料的举动”,“可能预示着中国高层将采取更强有力的措施来结束股市的下跌”。

时隔两个月,沪深两市成交额突破万亿元

三大股指是各界观察中国股市的主要风向标。继前一天的大幅上涨后,三大股指7日再次集体收涨,沪指报收2829.7点,涨幅1.44%,成交额4959亿元;深成指报收8708.24点,涨幅2.93%,成交额5260亿元;创业板指报收1707.02点,涨幅2.37%。自2023年11月21日以来,7日沪深两市成交额重回万亿规模。

7日,中国证监会主要领导调整的消息引发关注。中共中央决定,任命吴清同志为中国证券监督管理委员会党委书记,免去易会满同志的中国证券监督管理委员会党委书记职务。国务院决定,任命吴清同志为中国证券监督管理委员会主席,免去易会满同志的中国证券监督管理委员会主席职务。英国《金融时报》称,近几个月来,监管机构面临着恢复对中国股市信心的压力。彭博社称,吴清是中国金融业资深人士,曾因在2000年代中期严厉打击交易员的违法行为赢得赞誉,他的任命“可能预示着中国高层将采取更强有力的措施来结束股市的下跌”。

“中国政府出手救市,股市创多年来最佳单日表现。”《华尔街日报》称,中国股市6日创下多年来最佳单日表现。中国政府暗示有意支撑股市,规模达1.24万亿美元的主权财富基金中投公司旗下子公司中央汇金发布公告,将持续加大增持ETF规模和力度。证监会称,将继续协调引导公募基金、私募基金、证券公司、社保基金、保险机构、年金基金等各类机构投资者更大力度入市。在一份“答记者问”中,证监会还建议中国上市公司充分运用好现有“工具箱”来提振投资者信心,维护市场稳定,包括股份回购、大股东增持和常态化分红等市场工具。分析人士表示,综合来看,这一系列消息表明,中国政府对中国股市现状有了新的紧迫感。

美国消费者新闻与商业频道(CNBC)网站7日报道称,资产管理平台Clocktower集团合伙人兼首席策略师马尔科·帕皮克表示,过去12个月他一直看空中国股市,上周还告诉投资者“不要抄底”。但他现在认为,“我们可能已经看到投资者情绪触底”,随着当局发出协调一致的支持努力,未来几个交易日,中国股市可能上涨。他认为,中国政府的关注点不仅仅是稳定股市,而是宏观经济的基本面。

彭博社7日关注到,中国企业正加大股票回购力度。报道称,上个月,中国内地和香港上市公司分别花140亿元人民币和210亿港元回购股份,两者都创下自2021年彭博社开始编制数据以来的最高纪录。瑞士投资管理公司GAM的基金经理科特西说,公司回购和国家队买进是积极的信号。企业比外部投资者更了解自己的业务,他们创纪录地回购股份表明,企业认为自己的业务在股市上被低估了。相关数据显示,近日沪深两市已有几百家公司发布了回购股份相关公告。

“交易活动已飙升至五个月以来的高位”

“中国一些最大上市公司的交易活动已飙升至5个月以来的高位。”英国《金融时报》7日称,据该报对中国数据提供商Wind数据的分析统计,沪深300、中证500和中证1000指数(这些指数包括了中国股市交易活动的大部分)所含股票的日成交额7日升至6990亿元人民币,为2023年8月28日以来的最高水平。

德国《世界金融市场》7日问道:中国股市大幅上涨,这是一个转折点的开始吗?人们对各方进一步共同努力提振股市的希望越来越大。中国监管机构更加积极主动的立场让人想起2015年,当时中国监管机构严厉打击市场投机交易,并指示一些投资者避免出售股票。报道认为,这预示着北京这次将面临一场艰苦的战斗。“从长远来看,改革和政策措施对支撑市场最为重要。总而言之,这关系到宏观经济的复苏和稳定。”

专注于市场研究的美国MarketPlace网站称,上周沪指和深指触及5年来新低,“就像在美国一样,在中国,股市不是经济”。文章称,“尽管中国股市陷入困境,但重要的是不要夸大其情况”。康奈尔大学经济学家埃斯瓦尔·普拉萨德表示,中国股市的困境“不是美国在2008年(经济危机)甚至新冠疫情期间”那种情况。报道称,对于那些想在选举年幸灾乐祸的美国政客,普拉萨德提出了警告。“最终,中国发生的事情可能会对美国产生反弹效应,因为美国不是全球经济中的孤岛”,他说,许多中国大公司在美国证券交易所上市,也可能在美国公民的401(k)中(指退休金账户)。

关键是信心

《联合早报》7日发表评论文章认为,中国股市陷入今天的局面,很大程度上是信心问题。英国《每日星报》称,经济增长的复苏不是自动的,中国必须应对一些挑战。在短期内,恢复信心可能比扩大信贷更重要。

《经济学人》6日称,中国经济很大程度上取决于一个增长来源:提高14亿多人口的消费。中国官员曾在多个场合强调提振消费的重要性。2月2日,国际货币基金组织发布了一份关于中国经济前景的新报告,其中61次提到“消费”,这是有道理的。

上述报道称,中国的消费者往往更喜欢储蓄,而不是消费。在消费占国内生产总值(GDP)百分比这一指标上,中国在全球排名靠后。由此,中国对世界经济的贡献存在巨大的不平衡。经济学家迈克尔·佩蒂斯称,中国占全球投资的32%,经济总量的18%,但仅占消费的13%。即使在新兴经济体中,中国也很突出,与其他国家形成鲜明对比。好消息是,随着新冠疫情的限制结束,人们可以重返餐馆、商店和旅行,2023年已经出现了一些复苏。据中国国家统计局的数据,2023年最终消费支出对经济增长贡献率为82.5%,这是1999年以来的最高水平。

“矛盾的信息”,北美货运市场信息网站FreightWaves称,这些天来自中国的宏观经济和贸易数据似乎存在矛盾:尽管一些数据不佳,但中国向美国发送的海运集装箱货运量达到自2022年5月以来的最高水平。这部分是因为中国农历新年临近,工厂在工人放假前将大量货物运往港口。但今年的峰值远高于2023年的农历新年,且全年货运量一直在增加。▲

27人评论了“中国股市动向令全球关注”

  1. SR22 insurance is actually typically a need for
    drivers with specific offenses. It’s a form filed by
    your insurance company to confirm you possess insurance policy.
    The cost of SR22 insurance could be higher, however it is
    actually crucial for lawful driving. See to it you comprehend your SR22 SR-22 insurance requirements
    to stay up to date.

  2. Hey I know this is off topic but I was wondering if you
    knew of any widgets I could add to my blog that automatically
    tweet my newest twitter updates. I’ve been looking for a plug-in like this
    for quite some time and was hoping maybe you would have
    some experience with something like this. Please let me know
    if you run into anything. I truly enjoy reading your blog and I look forward to your new updates.

    My web site – cryptocurrency copy trading

  3. We stumbled over here from a different web address and thought I may
    as well check things out. I like what I see so now i’m following you.
    Look forward to looking over your web page repeatedly.

  4. Persons in our day should really study more on the subject of these kinds of information, though
    there will by no means turn out to be sufficient precious time.
    Following precious time for loved ones, and certainly doing business, what precious time is
    left to devote to trying to learn each of these most crucial theories?
    As an individual utilizing post-natal massage, in addition to producing website pages and running quite a few machines, free
    time is undeniably a commodity which i don’t ever have enough
    of. With some luck, I will be able to find the hours needed to master
    this immensely important article more in-depth.
    Thanks to you for bestowing this specific necessary
    aid.

  5. Hello would you mind letting me know which web host you’re utilizing?

    I’ve loaded your blog in 3 completely different browsers and I must say this blog loads
    a lot quicker then most. Can you recommend a good internet hosting provider at a reasonable price?
    Many thanks, I appreciate it!

    Look at my web page – ÜBERWURFSCHÜRZE

  6. I’m amazed, I must say. Rarely do I come across a blog that’s equally educative and entertaining, and let me tell you, you have hit the
    nail on the head. The problem is something too few men and women are
    speaking intelligently about. I’m very happy that I stumbled across this in my
    hunt for something relating to this.

    Check out my website: ÜBERWURFSCHÜRZEN

  7. GooԀ – I should certainly pronounce, impressed ѡith yyour website.
    I һad no trouble navigating tһrough aⅼl the tabs аnd
    гelated іnformation ended up being truⅼy simple tօ ⅾo to access.
    I recently foᥙnd what I hoped f᧐r before yօu
    know it at aⅼl. Ꭱeasonably unusual. Іs likeoy tօ appreciate it for those who add fotums
    or anything, web site theme . a tones way for your client tߋ communicate.
    Nice task.

  8. After I initially left a comment I seem to have
    clicked the -Notify me when new comments are added- checkbox and from now on each time a comment is added I get four emails with
    the exact same comment. There has to be a means you can remove me from that service?
    Thanks!

  9. Overly optimistic sales and revenue forecasts:
    By nature, entrepreneurs are optimistic about the long run. Equip you to overcome today’s challenges, in enterprise and in life to create the long run you need.
    In 2006, 25 million small enterprise owners will receive an estimated $93 billion in tax relief.
    Business Plans (https://business-plan.immigrationsolicitorslondonuk.co.uk/) owners discover plans helpful at all phases of their firms’
    existence, whether they’re searching for financing or trying to figure out how to take a position a surplus.
    Annually the President signs a proclamation designating
    Small Enterprise Week. Why aren’t People within the center and
    lower economic courses–reaping a few of the advantages of what the President calls a wholesome economy.
    Why? As a result of by cutting taxes for small companies, they may have
    a larger incentive to speculate more and create more jobs.

    We guarantee them. The best way to seek out out what SBA-assured business loans can be found in your space is to contact our
    native district workplace. The SBA has already permitted over $three billion in low-curiosity
    loans to homeowners, renters and small businesses impacted by the devastating
    hurricanes final year.

  10. SR22 insurance could be a new idea for lots of drivers. It is actually a form your insurer documents to confirm you possess insurance policy protection. SR22 insurance is actually usually required after specific traffic offenses.
    Make certain to sustain your SR22 insurance to keep your driving opportunities.

发表评论

您的邮箱地址不会被公开。 必填项已用 * 标注

滚动至顶部