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    四大证券报齐发声:市场运行有利因素并未改变

    来源: 南方日报网络版     时间: 2020年02月24日 23:08:19
    【字体:

    雷竞技官网手机版下载-雷竞技app最新版-雷竞技竞猜平台直招龙虎代理客服QQ/微信【421618535】诚招代理【在线开户网址um996.com】龙虎和龙虎1赔2.211合1赔9.95,定位胆1赔9.95腾讯分分彩,5分,10分彩,最高返水100反9快,最高赔率,正规信誉大平台平台24h提供注册及登录。四大证券报齐发声:市场运行有利因素并未改变

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    (从)(沪)(深)(股)(市)(运)(行)(状)(况)(看)(,美)(国)(贸)(易)(施)(压)(很)(像)(是)(上)(证)(指)(数)(下)(破)(3000点)(的)(“最)(后)(一)(棵)(稻)(草)(”,其)(实)(,这)(只)(是)(因)(素)(之)(一)(。上)(证)(指)(数)(3000点)(一)(线)(的)(确)(面)(临)(一)(些)(现)(实)(的)(压)(力)(,需)(要)(化)(解)(。但)(客)(观)(来)(说)(,3000点)(一)(线)(已)(经)(是)(比)(较)(低)(的)(指)(数)(区)(间)(,投)(资)(机)(会)(增)(加)(。近)(两)(个)(月)(,外)(资)(持)(续)(流)(入)(1220亿)(元)(,就)(是)(一)(个)(证)(明)(。当)(然)(,不)(管)(外)(资)(是)(不)(是)(来)(抄)(底)(,A股)(大)(盘)(的)(市)(盈)(率)(都)(已)(显)(露)(出)(优)(势)(。上)(证)(指)(数)(、沪)(深)(300指)(数)(市)(盈)(率)(都)(是)(13倍)(,与)(英)(国)(富)(时)(100指)(数)(和)(德)(国)(DAX指)(数)(的)(水)(平)(相)(当)(。而)(美)(国)(道)(琼)(斯)(指)(数)(、标)(准)(500指)(数)(的)(市)(盈)(率)(都)(是)(25倍)(。这)(说)(明)(,沪)(深)(股)(市)(在)(全)(球)(市)(场)(中)(比)(较)(,也)(是)(具)(有)(投)(资)(价)(值)(的)(。
    从)(股)(市)(内)(部)(治)(理)(来)(说)(,近)(期)(面)(临)(两)(个)(主)(要)(问)(题)(:一)(是)(优)(质)(大)(盘)(股)(上)(市)(压)(力)(,二)(是)(流)(动)(性)(存)(在)(相)(对)(不)(足)(。为)(应)(对)(当)(前)(形)(势)(,要)(在)(这)(两)(个)(方)(面)(安)(定)(民)(心)(,采)(取)(必)(要)(的)(措)(施)(。6月)(19日)(,小)(米)(已)(经)(要)(求)(暂)(缓)(发)(行)(CDR,并)(且)(获)(得)(监)(管)(层)(同)(意)(。这)(是)(一)(个)(积)(极)(回)(应)(。
    在)(中)(美)(贸)(易)(冲)(突)(加)(剧)(的)(背)(景)(下)(,我)(们)(更)(应)(该)(做)(好)(自)(己)(的)(事)(。要)(确)(保)(国)(内)(市)(场)(流)(动)(性)(充)(裕)(,同)(时)(防)(范)(流)(动)(性)(被)(“浪)(费)(”掉)(,就)(是)(说)(要)(通)(过)(严)(格)(监)(管)(和)(适)(当)(疏)(导)(,把)(流)(动)(性)(用)(到)(恰)(当)(的)(地)(方)(去)(。资)(本)(市)(场)(是)(推)(动)(实)(体)(企)(业)(降)(杠)(杆)(的)(重)(要)(场)(所)(。对)(于)(优)(质)(股)(票)(,要)(保)(证)(它)(的)(流)(动)(性)(需)(求)(。部)(分)(质)(押)(股)(票)(出)(现)(集)(中)(清)(盘)(情)(况)(,应)(当)(引)(起)(高)(度)(重)(视)(。股)(权)(质)(押)(融)(资)(是)(现)(代)(市)(场)(融)(资)(的)(一)(个)(重)(要)(手)(段)(。股)(权)(融)(资)(质)(押)(的)(风)(险)(是)(大)(还)(是)(小)(,如)(何)(处)(置)(更)(恰)(当)(,应)(该)(由)(企)(业)(、专)(业)(服)(务)(机)(构)(、监)(管)(部)(门)(和)(社)(会)(综)(合)(做)(出)(评)(价)(,要)(避)(免)(一)(刀)(切)(。对)(于)(股)(权)(质)(押)(比)(重)(过)(高)(,存)(在)(违)(约)(风)(险)(的)(公)(司)(,也)(要)(对)(处)(置)(的)(方)(式)(和)(节)(奏)(给)(予)(平)(滑)(处)(理)(。金)(融)(主)(管)(部)(门)(要)(根)(据)(这)(个)(现)(实)(情)(况)(妥)(善)(安)(排)(流)(动)(性)(,进)(行)(必)(要)(的)(政)(策)(调)(节)(。
    6月)(18日)(下)(午)(,中)(国)(人)(民)(银)(行)(有)(关)(负)(责)(人)(接)(受)(记)(者)(采)(访)(,对)(流)(动)(性)(有)(关)(问)(题)(发)(表)(谈)(话)(指)(出)(,将)(密)(切)(关)(注)(国)(际)(国)(内)(经)(济)(金)(融)(走)(势)(,实)(施)(好)(稳)(健)(中)(性)(的)(货)(币)(政)(策)(,加)(强)(形)(势)(预)(判)(和)(预)(调)(微)(调)(,加)(强)(监)(管)(政)(策)(协)(调)(,把)(握)(好)(政)(策)(的)(力)(度)(和)(节)(奏)(,加)(大)(对)(小)(微)(企)(业)(等)(实)(体)(经)(济)(支)(持)(力)(度)(,健)(全)(货)(币)(政)(策)(和)(宏)(观)(审)(慎)(政)(策)(双)(支)(柱)(调)(控)(框)(架)(,积)(极)(有)(效)(应)(对)(可)(能)(的)(外)(部)(冲)(击)(,稳)(定)(市)(场)(预)(期)(,维)(护)(金)(融)(市)(场)(平)(稳)(运)(行)(,有)(序)(推)(进)(金)(融)(改)(革)(开)(放)(,促)(进)(经)(济)(金)(融)(平)(稳)(健)(康)(发)(展)(。人)(民)(银)(行)(的)(这)(个)(表)(态)(十)(分)(重)(要)(,各)(大)(型)(金)(融)(机)(构)(更)(应)(积)(极)(作)(为)(,落)(实)(好)(人)(民)(银)(行)(的)(精)(神)(,把)(支)(持)(实)(体)(经)(济)(的)(政)(策)(措)(施)(落)(实)(到)(位)(,把)(稳)(定)(经)(济)(金)(融)(的)(效)(应)(传)(导)(到)(位)(。
    在)(宏)(观)(政)(策)(稳)(定)(和)(灵)(活)(调)(节)(的)(同)(时)(,我)(们)(要)(进)(一)(步)(夯)(实)(实)(体)(经)(济)(基)(础)(,坚)(持)(深)(化)(供)(给)(侧)(结)(构)(性)(改)(革)(,坚)(定)(推)(进)(更)(大)(力)(度)(的)(改)(革)(开)(放)(。我)(们)(要)(充)(分)(运)(用)(好)(近)(14亿)(人)(口)(大)(国)(的)(市)(场)(潜)(力)(,促)(进)(内)(需)(升)(级)(并)(更)(好)(地)(同)(全)(球)(市)(场)(对)(接)(,为)(构)(建)(开)(放)(型)(世)(界)(经)(济)(贡)(献)(中)(国)(力)(量)(,贡)(献)(中)(国)(智)(慧)(。与)(此)(同)(时)(,要)(加)(快)(资)(本)(市)(场)(改)(革)(开)(放)(,特)(别)(是)(扩)(大)(长)(期)(资)(金)(入)(市)(规)(模)(,壮)(大)(机)(构)(投)(资)(者)(力)(量)(。要)(进)(一)(步)(完)(善)(监)(管)(,提)(高)(上)(市)(公)(司)(质)(量)(,坚)(定)(不)(移)(推)(进)(资)(本)(市)(场)(战)(略)(重)(心)(转)(移)(,为)(创)(新)(驱)(动)(和)(经)(济)(高)(质)(量)(发)(展)(提)(供)(更)(大)(支)(持)(!
    《中)(国)(证)(券)(报)(》A股)(不)(具)(备)(持)(续)(大)(跌)(基)(础)(
    作)(者)(:陈)(莹)(莹)(徐)(昭)(
    近)(期)(,A股)(指)(数)(出)(现)(震)(荡)(下)(跌)(情)(况)(。多)(位)(专)(家)(在)(接)(受)(记)(者)(采)(访)(时)(表)(示)(,中)(国)(经)(济)(发)(展)(从)(韧)(性)(和)(质)(量)(看)(将)(好)(于)(市)(场)(预)(期)(。金)(融)(监)(管)(协)(调)(性)(更)(强)(,政)(策)(工)(具)(箱)(充)(足)(,完)(全)(有)(能)(力)(化)(解)(市)(场)(风)(险)(。
    中)(国)(经)(济)(韧)(性)(十)(足)(
    国)(家)(统)(计)(局)(数)(据)(显)(示)(,从)(生)(产)(来)(看)(,工)(业)(稳)(定)(增)(长)(,1月)(至)(5月)(,全)(国)(规)(模)(以)(上)(工)(业)(增)(加)(值)(同)(比)(增)(长)(6.9%,增)(速)(与)(1月)(至)(4月)(持)(平)(。从)(消)(费)(来)(看)(,今)(年)(以)(来)(,社)(会)(消)(费)(品)(零)(售)(总)(额)(1月)(至)(5月)(增)(长)(9.5%,总)(体)(延)(续)(较)(快)(增)(长)(态)(势)(。
    从)(投)(资)(来)(看)(,尽)(管)(整)(体)(投)(资)(增)(速)(有)(所)(回)(落)(,但)(是)(投)(资)(结)(构)(在)(优)(化)(。制)(造)(业)(投)(资)(增)(长)(速)(度)(加)(快)(,民)(间)(投)(资)(继)(续)(保)(持)(较)(快)(增)(长)(。制)(造)(业)(PMI长)(期)(保)(持)(在)(景)(气)(区)(间)(内)(,特)(别)(是)(5月)(制)(造)(业)(PMI为)(51.9%,比)(上)(月)(提)(高)(0.5个)(百)(分)(点)(。
    “从)(就)(业)(来)(看)(,5月)(全)(国)(城)(镇)(调)(查)(失)(业)(率)(为)(4.8%,环)(比)(、同)(比)(均)(下)(降)(0.1个)(百)(分)(点)(。从)(价)(格)(来)(看)(,5月)(CPI同)(比)(上)(涨)(1.8%,保)(持)(温)(和)(上)(涨)(态)(势)(。5月)(份)(PPI上)(涨)(4.1%,涨)(幅)(尽)(管)(比)(上)(月)(扩)(大)(0.7个)(百)(分)(点)(,但)(总)(体)(保)(持)(在)(比)(较)(合)(理)(水)(平)(。所)(以)(,价)(格)(平)(稳)(,就)(业)(向)(好)(。”国)(家)(统)(计)(局)(新)(闻)(发)(言)(人)(毛)(盛)(勇)(说)(。
    从)(经)(济)(基)(本)(情)(况)(看)(,中)(国)(银)(河)(证)(券)(首)(席)(经)(济)(学)(家)(、研)(究)(院)(院)(长)(刘)(锋)(表)(示)(,当)(前)(我)(国)(工)(业)(生)(产)(依)(然)(稳)(定)(,内)(需)(有)(进)(一)(步)(提)(振)(空)(间)(,通)(胀)(温)(和)(压)(力)(有)(限)(,消)(费)(总)(体)(稳)(定)(。通)(过)(着)(力)(扩)(大)(内)(需)(,可)(有)(效)(对)(冲)(外)(需)(变)(化)(。下)(半)(年)(,从)(稳)(定)(内)(需)(,防)(范)(系)(统)(性)(风)(险)(角)(度)(,货)(币)(投)(放)(在)(稳)(健)(中)(性)(基)(础)(上)(有)(望)(边)(际)(宽)(松)(,为)(稳)(增)(长)(、防)(风)(险)(、去)(杠)(杆)(营)(造)(适)(宜)(货)(币)(金)(融)(环)(境)(。
    中)(国)(经)(济)(增)(长)(从)(韧)(性)(和)(质)(量)(上)(看)(将)(好)(于)(市)(场)(预)(期)(。”摩)(根)(士)(丹)(利)(中)(国)(首)(席)(经)(济)(学)(家)(邢)(自)(强)(日)(前)(表)(示)(,例)(如)(,消)(费)(不)(断)(增)(长)(、民)(间)(投)(资)(持)(续)(回)(升)(,进)(一)(步)(抵)(消)(国)(有)(企)(业)(、基)(础)(设)(施)(投)(资)(放)(缓)(对)(中)(国)(经)(济)(带)(来)(的)(影)(响)(。中)(国)(消)(费)(增)(长)(目)(前)(来)(看)(仍)(将)(延)(续)(强)(劲)(势)(头)(。尤)(其)(当)(前)(中)(国)(就)(业)(市)(场)(火)(爆)(,将)(使)(职)(工)(工)(资)(从)(今)(年)(下)(半)(年)(到)(明)(年)(加)(速)(上)(涨)(,从)(而)(对)(消)(费)(继)(续)(走)(高)(提)(供)(支)(撑)(。
    中)(诚)(信)(国)(际)(董)(事)(长)(,中)(国)(人)(民)(大)(学)(经)(济)(研)(究)(所)(副)(所)(长)(闫)(衍)(判)(断)(,中)(国)(经)(济)(进)(入)(新)(阶)(段)(,经)(济)(增)(长)(韧)(性)(仍)(存)(在)(。从)(短)(期)(视)(角)(来)(看)(,过)(去)(三)(个)(季)(度)(中)(国)(经)(济)(增)(长)(一)(直)(维)(持)(在)(6.8%的)(水)(平)(,短)(期)(企)(稳)(趋)(势)(比)(较)(明)(显)(。“如)(果)(我)(们)(再)(把)(视)(角)(放)(长)(一)(些)(,在)(过)(去)(七)(年)(当)(中)(,中)(国)(经)(济)(开)(始)(出)(现)(回)(升)(势)(头)(。因)(此)(,基)(于)(对)(短)(期)(和)(中)(期)(判)(断)(,我)(们)(认)(为)(中)(国)(经)(济)(已)(处)(于)(企)(稳)(回)(升)(的)(趋)(势)(。”
    “经)(济)(基)(本)(面)(不)(支)(持)(中)(国)(股)(市)(连)(续)(暴)(跌)(。”南)(开)(大)(学)(金)(融)(发)(展)(研)(究)(院)(负)(责)(人)(田)(利)(辉)(说)(,5月)(份)(经)(济)(数)(字)(不)(错)(,国)(民)(经)(济)(运)(行)(保)(持)(稳)(中)(有)(进)(势)(头)(,经)(济)(增)(长)(韧)(性)(不)(断)(增)(强)(。宏)(观)(经)(济)(形)(势)(稳)(中)(向)(好)(是)(资)(本)(市)(场)(稳)(健)(运)(行)(坚)(实)(基)(础)(。
    《证)(券)(时)(报)(》面)(对)(市)(场)(波)(动)(不)(妨)(多)(一)(分)(冷)(静)(
    作)(者)(:程)(丹)(
    受)(多)(重)(因)(素)(影)(响)(,A股)(市)(场)(昨)(日)(大)(幅)(下)(跌)(,沪)(指)(收)(报)(2907.82点)(,跌)(3.78%,创)(2016年)(6月)(以)(来)(新)(低)(;深)(成)(指)(报)(9414.76点)(,跌)(5.31%;创)(业)(板)(指)(报)(1547.15点)(,跌)(5.76%,创)(2015年)(1月)(以)(来)(新)(低)(。
    市)(场)(有)(涨)(有)(跌)(本)(属)(自)(然)(,A股)(波)(动)(也)(有)(其)(自)(身)(运)(行)(规)(律)(,但)(昨)(日)(市)(场)(走)(势)(明)(显)(脱)(离)(了)(基)(本)(面)(,担)(忧)(情)(绪)(笼)(罩)(市)(场)(。一)(方)(面)(,周)(边)(股)(市)(的)(不)(稳)(定)(状)(态)(,让)(A股)(无)(法)(独)(善)(其)(身)(。国)(内)(资)(本)(市)(场)(和)(境)(外)(市)(场)(的)(联)(动)(越)(来)(越)(紧)(密)(,外)(围)(市)(场)(对)(A股)(的)(影)(响)(越)(来)(越)(明)(显)(,全)(球)(市)(场)(的)(普)(跌)(让)(A股)(也)(被)(卷)(入)(其)(中)(,这)(一)(背)(景)(下)(,市)(场)(对)(中)(美)(贸)(易)(摩)(擦)(的)(担)(忧)(被)(放)(大)(。另)(一)(方)(面)(,上)(市)(公)(司)(频)(爆)(股)(权)(质)(押)(消)(息)(,加)(深)(了)(市)(场)(的)(担)(忧)(情)(绪)(。多)(重)(因)(素)(叠)(加)(让)(非)(理)(性)(因)(素)(集)(中)(释)(放)(,引)(发)(市)(场)(大)(跌)(。
    实)(际)(上)(,这)(些)(担)(忧)(因)(素)(更)(多)(是)(“自)(己)(吓)(自)(己)(”。美)(国)(声)(称)(在)(500亿)(美)(元)(征)(税)(清)(单)(之)(后)(,将)(制)(定)(2000亿)(美)(元)(征)(税)(清)(单)(,这)(更)(多)(的)(是)(一)(种)(极)(限)(施)(压)(和)(威)(胁)(手)(段)(,美)(方)(并)(没)(有)(制)(定)(具)(体)(的)(征)(税)(清)(单)(,也)(没)(有)(说)(清)(楚)(征)(税)(时)(间)(表)(,2000亿)(更)(多)(是)(喊)(话)(式)(讹)(诈)(。而)(股)(权)(质)(押)(,上)(市)(公)(司)(被)(平)(仓)(的)(比)(例)(很)(小)(,大)(多)(数)(受)(影)(响)(的)(公)(司)(多)(通)(过)(延)(期)(质)(押)(、解)(除)(质)(押)(的)(方)(式)(缓)(解)(压)(力)(。
    担)(忧)(情)(绪)(被)(放)(大)(,就)(容)(易)(做)(出)(不)(理)(性)(的)(抛)(售)(行)(为)(。投)(资)(者)(更)(应)(该)(保)(持)(冷)(静)(,理)(性)(看)(待)(。
    首)(先)(,我)(国)(经)(济)(基)(本)(面)(良)(好)(,经)(济)(增)(长)(的)(韧)(性)(增)(强)(,总)(供)(求)(更)(加)(平)(衡)(,增)(长)(动)(力)(加)(快)(转)(换)(,今)(年)(以)(来)(人)(民)(币)(是)(少)(数)(对)(美)(元)(升)(值)(的)(货)(币)(之)(一)(,是)(全)(球)(最)(有)(活)(力)(、最)(有)(发)(展)(前)(景)(的)(经)(济)(体)(,内)(需)(对)(中)(国)(经)(济)(的)(拉)(动)(不)(断)(上)(升)(,贸)(易)(依)(存)(度)(低)(于)(世)(界)(平)(均)(水)(平)(,我)(国)(经)(济)(应)(对)(外)(部)(冲)(击)(的)(能)(力)(不)(断)(增)(强)(。央)(行)(行)(长)(易)(纲)(表)(态)(,中)(国)(是)(一)(个)(有)(13亿)(多)(人)(口)(的)(大)(市)(场)(,经)(济)(内)(生)(潜)(力)(巨)(大)(,有)(充)(分)(的)(条)(件)(和)(空)(间)(应)(对)(好)(各)(种)(贸)(易)(摩)(擦)(。
    其)(次)(,资)(金)(面)(较)(为)(充)(裕)(。央)(行)(近)(日)(频)(频)(释)(放)(流)(动)(性)(,在)(精)(准)(化)(投)(放)(的)(管)(理)(下)(流)(动)(性)(将)(保)(持)(合)(理)(稳)(定)(,多)(项)(前)(瞻)(性)(举)(措)(做)(足)(了)(政)(策)(储)(备)(,各)(种)(货)(币)(政)(策)(工)(具)(也)(为)(流)(动)(性)(的)(平)(稳)(打)(下)(了)(基)(础)(。
    再)(次)(,在)(市)(场)(层)(面)(,当)(部)(分)(投)(资)(者)(在)(担)(忧)(情)(绪)(中)(挣)(扎)(时)(,一)(部)(分)(先)(知)(先)(觉)(的)(资)(金)(开)(始)(积)(极)(布)(局)(,尤)(其)(是)(在)(沪)(、深)(港)(通)(开)(通)(和)(A股)(纳)(入)(MSCI的)(背)(景)(下)(,外)(资)(对)(中)(国)(市)(场)(的)(热)(情)(不)(断)(升)(温)(,仅)(5月)(“陆)(股)(通)(”净)(流)(入)(资)(金)(就)(达)(到)(了)(508.51亿)(元)(人)(民)(币)(。
    此)(外)(,最)(新)(的)(上)(市)(公)(司)(一)(季)(报)(显)(示)(,沪)(深)(股)(市)(3500多)(家)(上)(市)(公)(司)(中)(,六)(成)(多)(一)(季)(度)(业)(绩)(同)(比)(增)(长)(,三)(成)(多)(业)(绩)(同)(比)(下)(降)(,资)(本)(市)(场)(作)(为)(支)(持)(经)(济)(高)(质)(量)(发)(展)(的)(重)(要)(平)(台)(,继)(续)(发)(挥)(着)(重)(要)(支)(撑)(作)(用)(。投)(资)(者)(只)(有)(看)(清)(楚)(了)(影)(响)(市)(场)(中)(长)(期)(发)(展)(的)(各)(种)(因)(素)(,才)(不)(会)(被)(短)(期)(的)(不)(利)(影)(响)(放)(大)(了)(担)(忧)(情)(绪)(,当)(前)(,中)(国)(经)(济)(的)(稳)(定)(形)(势)(与)(投)(资)(者)(信)(心)(低)(迷)(的)(悲)(观)(预)(期)(存)(在)(一)(定)(背)(离)(,一)(旦)(预)(期)(调)(整)(过)(来)(就)(会)(给)(中)(国)(资)(本)(市)(场)(向)(上)(的)(机)(会)(。
    《上)(海)(证)(券)(报)(》股)(市)(运)(行)(的)(有)(利)(因)(素)(并)(未)(改)(变)(
    作)(者)(:马)(婧)(妤)(编)(辑)(:浦)(泓)(毅)(
    受)(多)(重)(因)(素)(影)(响)(,A股)(市)(场)(昨)(日)(出)(现)(“情)(绪)(宣)(泄)(”式)(急)(跌)(。上)(证)(综)(指)(日)(跌)(幅)(达)(到)(3.78%,两)(市)(千)(余)(只)(个)(股)(跌)(停)(,市)(场)(日)(交)(易)(额)(创)(出)(近)(3个)(月)(新)(高)(。昨)(日)(的)(市)(场)(波)(动)(,带)(有)(较)(为)(明)(显)(的)(恐)(慌)(式)(杀)(跌)(特)(征)(。外)(围)(市)(场)(影)(响)(,以)(及)(一)(些)(不)(确)(定)(性)(因)(素)(带)(来)(的)(担)(忧)(是)(导)(致)(投)(资)(者)(大)(举)(抛)(售)(的)(重)(要)(原)(因)(。
    股)(市)(是)(预)(期)(市)(,也)(是)(信)(心)(市)(。虽)(然)(昨)(日)(沪)(深)(股)(指)(跌)(幅)(较)(大)(,但)(理)(性)(分)(析)(,支)(撑)(市)(场)(运)(行)(基)(础)(的)(三)(大)(有)(利)(因)(素)(,包)(括)(宏)(观)(经)(济)(稳)(中)(向)(好)(的)(发)(展)(态)(势)(仍)(在)(持)(续)(、流)(动)(性)(将)(保)(持)(合)(理)(稳)(定)(、市)(场)(运)(行)(的)(基)(础)(性)(制)(度)(日)(渐)(扎)(实)(等)(并)(未)(发)(生)(改)(变)(。
    同)(时)(,随)(着)(近)(年)(来)(各)(项)(基)(础)(性)(制)(度)(建)(设)(不)(断)(深)(入)(推)(进)(,金)(融)(去)(杠)(杆)(、金)(融)(防)(风)(险)(工)(作)(日)(益)(收)(获)(实)(效)(,我)(国)(市)(场)(应)(对)(、抵)(御)(外)(部)(扰)(动)(的)(能)(力)(也)(在)(增)(强)(。放)(量)(急)(跌)(反)(映)(了)(市)(场)(在)(短)(期)(内)(的)(悲)(观)(情)(绪)(,但)(情)(绪)(宣)(泄)(过)(后)(,投)(资)(者)(也)(应)(理)(性)(看)(待)(市)(场)(的)(起)(落)(涨)(跌)(,客)(观)(认)(知)(影)(响)(市)(场)(运)(行)(的)(短)(期)(因)(素)(和)(长)(期)(因)(素)(。
    经)(济)(稳)(中)(向)(好)(的)(有)(利)(因)(素)(未)(变)(
    宏)(观)(经)(济)(是)(股)(票)(市)(场)(走)(势)(基)(础)(的)(基)(础)(。当)(前)(,我)(国)(经)(济)(总)(体)(平)(稳)(,稳)(中)(向)(好)(的)(发)(展)(态)(势)(仍)(在)(持)(续)(,作)(为)(经)(济)(“晴)(雨)(表)(”的)(上)(市)(公)(司)(业)(绩)(也)(持)(续)(向)(好)(,决)(定)(股)(市)(中)(长)(期)(运)(行)(的)(经)(济)(基)(本)(面)(有)(利)(因)(素)(并)(未)(改)(变)(。
    统)(计)(显)(示)(,2017年)(沪)(深)(两)(市)(上)(市)(公)(司)(营)(业)(收)(入)(同)(比)(增)(长)(18.80%,增)(速)(比)(上)(年)(加)(快)(10.12个)(百)(分)(点)(;净)(利)(润)(同)(比)(增)(长)(19.10%,增)(速)(比)(上)(年)(上)(升)(11.65个)(百)(分)(点)(。同)(时)(,新)(经)(济)(、新)(动)(能)(持)(续)(积)(聚)(,战)(略)(性)(新)(兴)(产)(业)(上)(市)(公)(司)(2017年)(实)(现)(净)(利)(润)(同)(比)(增)(长)(21.80%。
    近)(年)(来)(的)(经)(济)(运)(行)(基)(本)(情)(况)(表)(明)(,我)(国)(宏)(观)(经)(济)(的)(稳)(定)(性)(日)(益)(增)(强)(。最)(新)(公)(布)(的)(5月)(份)(经)(济)(运)(行)(指)(标)(进)(一)(步)(佐)(证)(了)(这)(一)(点)(。5月)(份)(规)(模)(以)(上)(工)(业)(增)(加)(值)(增)(长)(6.8%,比)(上)(年)(同)(月)(加)(快)(了)(0.3个)(百)(分)(点)(;服)(务)(业)(生)(产)(指)(数)(同)(比)(上)(涨)(8.1%,比)(上)(月)(加)(快)(0.1个)(百)(分)(点)(。
    同)(时)(,消)(费)(拉)(动)(经)(济)(增)(长)(的)(基)(础)(性)(作)(用)(越)(来)(越)(大)(,近)(年)(消)(费)(对)(经)(济)(增)(长)(的)(贡)(献)(一)(直)(稳)(定)(在)(60%左)(右)(。投)(资)(整)(体)(增)(速)(虽)(有)(回)(落)(,但)(是)(投)(资)(结)(构)(不)(断)(优)(化)(,实)(体)(经)(济)(投)(资)(出)(现)(企)(稳)(迹)(象)(。经)(济)(对)(贸)(易)(的)(依)(存)(度)(,则)(从)(2006年)(的)(64%下)(降)(到)(了)(去)(年)(的)(33%,低)(于)(42%的)(世)(界)(平)(均)(水)(平)(。今)(年)(我)(国)(消)(费)(增)(速)(一)(直)(保)(持)(平)(稳)(运)(行)(,国)(家)(统)(计)(局)(、商)(务)(部)(等)(部)(委)(曾)(多)(次)(表)(态)(,下)(半)(年)(国)(内)(消)(费)(仍)(会)(保)(持)(平)(稳)(增)(长)(。
    去)(年)(全)(年)(,中)(国)(GDP增)(速)(6.9%,不)(仅)(远)(高)(于)(欧)(美)(日)(等)(发)(达)(经)(济)(体)(,也)(超)(过)(其)(他)(金)(砖)(国)(家)(,成)(为)(全)(球)(发)(展)(的)(“火)(车)(头)(”。国)(家)(统)(计)(局)(新)(闻)(发)(言)(人)(毛)(盛)(勇)(近)(期)(表)(示)(,中)(国)(经)(济)(下)(半)(年)(有)(条)(件)(保)(持)(比)(较)(好)(的)(增)(长)(态)(势)(,对)(全)(年)(经)(济)(实)(现)(6.5%左)(右)(的)(增)(长)(充)(满)(信)(心)(。业)(内)(专)(家)(也)(普)(遍)(认)(为)(,中)(国)(经)(济)(潜)(力)(大)(、韧)(性)(强)(,将)(保)(持)(平)(稳)(健)(康)(增)(长)(的)(中)(长)(期)(良)(好)(趋)(势)(。
    流)(动)(性)(保)(持)(合)(理)(水)(平)(的)(有)(利)(因)(素)(未)(变)(
    金)(融)(市)(场)(的)(流)(动)(性)(是)(股)(票)(市)(场)(交)(易)(活)(性)(的)(重)(要)(影)(响)(因)(素)(之)(一)(。人)(民)(银)(行)(实)(施)(稳)(健)(中)(性)(的)(货)(币)(政)(策)(,适)(时)(调)(整)(和)(完)(善)(宏)(观)(审)(慎)(政)(策)(,加)(强)(预)(调)(微)(调)(和)(预)(期)(管)(理)(,金)(融)(市)(场)(流)(动)(性)(一)(直)(保)(持)(在)(合)(理)(水)(平)(,这)(一)(有)(利)(因)(素)(在)(未)(来)(也)(将)(持)(续)(。
    今)(年)(以)(来)(,人)(民)(银)(行)(货)(币)(操)(作)(灵)(活)(度)(相)(较)(去)(年)(提)(高)(,显)(示)(出)(对)(资)(金)(面)(的)(呵)(护)(态)(度)(。一)(方)(面)(央)(行)(通)(过)(应)(用)(逆)(回)(购)(、中)(期)(借)(贷)(便)(利)(、常)(备)(借)(贷)(便)(利)(等)(工)(具)(,向)(市)(场)(提)(供)(了)(不)(同)(期)(限)(的)(流)(动)(性)(。另)(一)(方)(面)(,下)(调)(部)(分)(金)(融)(机)(构)(存)(款)(准)(备)(金)(率)(以)(置)(换)(MLF,增)(加)(了)(银)(行)(体)(系)(资)(金)(的)(稳)(定)(性)(;落)(实)(普)(惠)(金)(融)(定)(向)(降)(准)(,释)(放)(资)(金)(4000多)(亿)(元)(。
    总)(体)(看)(,稳)(健)(中)(性)(的)(货)(币)(政)(策)(取)(得)(了)(较)(好)(成)(效)(,银)(行)(体)(系)(流)(动)(性)(合)(理)(稳)(定)(,货)(币)(信)(贷)(和)(社)(会)(融)(资)(规)(模)(适)(度)(增)(长)(,市)(场)(利)(率)(基)(本)(平)(稳)(,综)(合)(社)(会)(融)(资)(成)(本)(稳)(中)(有)(所)(下)(降)(,金)(融)(对)(实)(体)(经)(济)(的)(支)(持)(力)(度)(较)(为)(稳)(固)(,为)(服)(务)(实)(体)(经)(济)(、防)(控)(金)(融)(风)(险)(发)(挥)(了)(重)(要)(作)(用)(。
    昨)(日)(,人)(民)(银)(行)(主)(要)(负)(责)(人)(接)(受)(采)(访)(时)(表)(示)(,将)(前)(瞻)(性)(地)(做)(好)(政)(策)(储)(备)(,综)(合)(运)(用)(各)(种)(货)(币)(政)(策)(工)(具)(,保)(持)(流)(动)(性)(合)(理)(稳)(定)(。同)(时)(把)(握)(好)(结)(构)(性)(去)(杠)(杆)(的)(力)(度)(和)(节)(奏)(,守)(住)(不)(发)(生)(系)(统)(性)(金)(融)(风)(险)(的)(底)(线)(。
    人)(民)(银)(行)(有)(关)(负)(责)(人)(近)(期)(也)(在)(接)(受)(媒)(体)(采)(访)(时)(也)(表)(示)(,将)(密)(切)(关)(注)(国)(际)(国)(内)(经)(济)(金)(融)(走)(势)(,实)(施)(好)(稳)(健)(中)(性)(的)(货)(币)(政)(策)(,加)(强)(形)(势)(预)(判)(和)(预)(调)(微)(调)(,加)(强)(监)(管)(政)(策)(协)(调)(,把)(握)(好)(政)(策)(的)(力)(度)(和)(节)(奏)(,加)(大)(对)(小)(微)(企)(业)(等)(实)(体)(经)(济)(支)(持)(力)(度)(,健)(全)(货)(币)(政)(策)(和)(宏)(观)(审)(慎)(政)(策)(双)(支)(柱)(调)(控)(框)(架)(,积)(极)(有)(效)(应)(对)(可)(能)(的)(外)(部)(冲)(击)(,稳)(定)(市)(场)(预)(期)(,维)(护)(金)(融)(市)(场)(平)(稳)(运)(行)(。
    市)(场)(基)(础)(制)(度)(不)(断)(夯)(实)(的)(有)(利)(因)(素)(未)(变)(
    近)(年)(来)(金)(融)(及)(资)(本)(市)(场)(一)(系)(列)(基)(础)(性)(制)(度)(的)(完)(善)(、一)(系)(列)(改)(革)(开)(放)(举)(措)(的)(渐)(次)(落)(地)(,正)(使)(市)(场)(运)(行)(的)(内)(在)(基)(础)(愈)(发)(扎)(实)(。
    去)(年)(以)(来)(,A股)(市)(场)(保)(持)(新)(股)(发)(行)(常)(态)(化)(,严)(把)(审)(核)(关)(、防)(止)(“病)(从)(口)(入)(”,同)(时)(加)(大)(对)(新)(经)(济)(企)(业)(的)(支)(持)(力)(度)(;多)(措)(并)(举)(规)(范)(再)(融)(资)(及)(并)(购)(重)(组)(行)(为)(,加)(快)(退)(市)(制)(度)(建)(设)(,打)(击)(市)(场)(乱)(象)(;出)(台)(减)(持)(新)(规)(,规)(范)(大)(股)(东)(减)(持)(行)(为)(,督)(促)(上)(市)(公)(司)(提)(升)(分)(红)(力)(度)(;加)(快)(多)(层)(次)(资)(本)(市)(场)(体)(系)(建)(设)(,完)(善)(新)(三)(板)(市)(场)(的)(各)(项)(体)(制)(机)(制)(……市)(场)(基)(础)(性)(制)(度)(进)(一)(步)(完)(善)(,市)(场)(各)(参)(与)(方)(也)(日)(渐)(成)(熟)(,这)(无)(疑)(进)(一)(步)(夯)(实)(了)(市)(场)(长)(期)(稳)(定)(运)(行)(的)(根)(基)(。
    在)(此)(基)(础)(上)(,我)(国)(资)(本)(市)(场)(改)(革)(开)(放)(的)(进)(程)(日)(益)(加)(快)(,市)(场)(进)(入)(高)(水)(平)(双)(向)(开)(放)(的)(快)(车)(道)(。当)(前)(,沪)(深)(港)(通)(平)(稳)(运)(行)(,QFII、RQFII制)(度)(更)(趋)(完)(善)(,外)(资)(控)(股)(合)(资)(券)(商)(、基)(金)(、期)(货)(公)(司)(的)(闸)(门)(渐)(次)(打)(开)(,6月)(起)(A股)(纳)(入)(MSCI指)(数)(,A股)(股)(票)(逐)(步)(纳)(入)(世)(界)(投)(资)(者)(的)(“购)(物)(车)(”。
    通)(过)(主)(动)(扩)(大)(资)(本)(市)(场)(对)(外)(开)(放)(,引)(入)(境)(外)(竞)(争)(者)(,支)(持)(境)(内)(机)(构)(走)(出)(去)(,优)(化)(多)(层)(次)(资)(本)(市)(场)(体)(系)(和)(结)(构)(,引)(入)(和)(培)(育)(多)(元)(化)(市)(场)(主)(体)(,资)(本)(市)(场)(抗)(风)(险)(能)(力)(正)(不)(断)(提)(升)(。
    武)(汉)(科)(技)(大)(学)(金)(融)(证)(券)(研)(究)(所)(所)(长)(董)(登)(新)(认)(为)(,前)(期)(金)(融)(市)(场)(及)(股)(票)(市)(场)(的)(强)(监)(管)(起)(到)(了)(良)(好)(的)(优)(化)(市)(场)(生)(态)(的)(作)(用)(,这)(不)(仅)(有)(利)(于)(降)(低)(市)(场)(风)(险)(水)(平)(,也)(为)(市)(场)(长)(期)(走)(稳)(、走)(好)(提)(供)(了)(帮)(助)(,金)(融)(市)(场)(杠)(杆)(水)(平)(逐)(步)(下)(降)(,也)(使)(金)(融)(市)(场)(抵)(御)(风)(险)(的)(能)(力)(水)(平)(相)(应)(提)(升)(,对)(防)(范)(外)(部)(冲)(击)(很)(有)(好)(处)(。
    专)(家)(及)(市)(场)(机)(构)(普)(遍)(认)(为)(,当)(前)(股)(市)(自)(身)(盈)(利)(水)(平)(和)(估)(值)(已)(经)(较)(为)(匹)(配)(,A股)(已)(经)(渐)(渐)(步)(入)(价)(值)(投)(资)(区)(间)(。事)(实)(上)(,近)(一)(段)(时)(间)(,A股)(市)(场)(一)(直)(颇)(受)(海)(外)(资)(金)(青)(睐)(。19日)(之)(前)(,沪)(深)(港)(通)(已)(经)(保)(持)(了)(连)(续)(18个)(交)(易)(日)(的)(北)(上)(资)(金)(净)(流)(入)(。其)(中)(,6月)(4日)(借)(道)(沪)(深)(股)(通)(的)(北)(上)(资)(金)(单)(日)(净)(流)(入)(高)(达)(60.32亿)(元)(,刷)(新)(了)(5月)(以)(来)(的)(单)(日)(净)(流)(入)(新)(高)(。截)(至)(昨)(日)(收)(盘)(,北)(上)(资)(金)(6月)(合)(计)(净)(流)(入)(资)(金)(304亿)(元)(。
    海)(通)(证)(券)(分)(析)(,A股)(走)(弱)(并)(非)(源)(于)(基)(本)(面)(因)(素)(,目)(前)(全)(部)(A股)(PE为)(16.1倍)(、PB为)(1.7倍)(,均)(已)(略)(低)(于)(上)(证)(综)(指)(2638点)(时)(的)(水)(平)(。海)(通)(证)(券)(认)(为)(,A股)(市)(场)(中)(期)(市)(场)(仍)(处)(于)(熬)(底)(阶)(段)(,但)(投)(资)(者)(短)(期)(无)(需)(恐)(慌)(,股)(市)(自)(身)(盈)(利)(和)(估)(值)(已)(经)(较)(匹)(配)(。
    中)(银)(国)(际)(证)(券)(也)(认)(为)(,A股)(整)(体)(估)(值)(已)(经)(合)(理)(,市)(场)(主)(要)(宽)(基)(指)(数)(估)(值)(在)(历)(史)(平)(均)(水)(平)(,市)(场)(估)(值)(也)(远)(低)(于)(业)(绩)(增)(速)(预)(期)(,估)(值)(不)(再)(是)(市)(场)(运)(行)(的)(主)(要)(矛)(盾)(。
    (见)(习)(编)(辑)(:于)(浩)()返)(回)(搜)(狐)(,查)(看)(更)(多)(
    责)(任)(编)(辑)(:
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