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最新文章

人行下半年推精準導向及寬鬆貨幣政策

2020年08月17日

人行8月初召開下半年工作電視會議,表示要推動企業融資成本明顯下降,推動金融系統向企業讓利。這次會議又新增提出,要綜合運用多種貨幣政策工具,引導廣義貨幣供應量和社會融資規模增速明顯高於去年。另外,會議亦要求優化貸款結構,促進普惠型小微企業貸款,以及製造業中長期貸款大幅增長。

人行8月初召開下半年工作電視會議,表示要推動企業融資成本明顯下降,推動金融系統向企業讓利。這次會議又新增提出,要綜合運用多種貨幣政策工具,引導廣義貨幣供應量和社會融資規模增速明顯高於去年。另外,會議亦要求優化貸款結構,促進普惠型小微企業貸款,以及製造業中長期貸款大幅增長。

內地下半年財政政策力度或加大

今年上半年政府債券淨融資3.8萬億人民幣,下半年還有4.7萬億人民幣額度,財政政策力度或超過上半年。

留意新舊基建、科技龍頭股以及消費內需板塊

7月以來以金融為主的大型藍籌股大幅反彈,帶動整體股市大幅上漲。未來在中國經濟持續復甦的帶動下,可預計市場風險偏好持續提高,大型藍籌股料將繼續有不俗表現。

另外,內地股市仍以三大主題為主導,包括受惠政策的新舊基建、科技龍頭股、以及消費內需板塊等。

致致富有提供債券、基金一站式投資策略,比供客戶選擇。想知道和了解更多,請即刻聯絡我哋們投資策略專員解答疑難!

WhatsApp : 投資策略專員

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投資涉及風險,以上建議只作為參考之用。致富在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。以上報告由致富集團研究部的分析員(“此等人士”)所撰寫,此等人士均為香港證監會持牌人士。此外,截至本報告發表當日,此等人士均未於本報告中所推介的股份存有權益。



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上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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