The central mother constantly fancy on a market ushered in the red envelopes – Sohu news-www.70qq.cn

The central mother constantly "fancy" water A stocks ushered in the "red envelopes" market – Sohu news Beijing News (reporter Kim Yu Li Chunping) on Monday after the black door, yesterday’s A shares of the four stock index rebounded sharply. In February 2nd, the stock index rose 2.26% regained 2700 points at 2749.57 points, the Shenzhen Component Index, small board index rose more than 3%, the gem index rose more than 4%. At the same time, the balance of financing continued to fall, fell below 900 billion yuan mark. Analysts believe that in January the stock index oversold after 22% before the Spring Festival, the market rose to a high probability event, before the red market has been opened, the market outlook is expected to continue to shock the rally, A shares of the new low possibility of relatively low. Before the Spring Festival rising probability, yesterday by the "Liberation Army five war zone set up" positive boost, military stocks rebounded strongly, leading the other blue chips rose sharply. At the close, the plate Piaohong, computer led plate, or more than 6%, ST excluding stocks and shares not share reform, the two cities more than 100 stocks daily limit. Shanghai and Shenzhen two cities total turnover of 403 billion 253 million yuan, compared with the previous day’s 370 billion 410 million yuan significant increase. Luo Wenbo, chief macroeconomic strategist at Zhongtai securities, pointed out that from the historical experience, before the Spring Festival, the market rose to a high probability event. Since 2000, a week before the Spring Festival market combing show that the sixteen trading week only two trading week down, the rest were recorded positive returns. Flush financial data also show that in the past 10 years before and after the Spring Festival stock index performance, only in 2009 and 2014 before the Spring Festival three trading day overall rise is negative. Southern Fund chief strategist Yang Delong told reporters on the Beijing News, 2 A shares oversold bounce, which means that the red market started before the spring festival. The short-term bottom of the market has been established, although the market yesterday did not significantly peatlands, but the bottom has improved, the market will continue the trend of concussion rebound. According to statistics, before the two sessions, the market rebound probability of more than 80%. Yang Delong said, opened in 2016, A shares ushered in a substantial adjustment, the market plunge way rapid completion of the current round of adjustment. Throughout January, the Shanghai Composite Index fell more than 800 points, a decrease of 22.65%, and hit a new low point adjustment of 2638. Spring Festival is approaching, the market is expected to usher in a wave of red money market, investors can actively grasp. Two financial balance fell below 900 billion yuan, A shares margin margin continued to decline, fell below 900 billion yuan mark. As of February 1st, the balance of securities and loans in the two cities of Shanghai and Shenzhen was 899 billion 634 million yuan, 9 billion 538 million yuan lower than the previous day’s 909 billion 172 million yuan, which is also the 22 consecutive decline in the two financial data since December 30, 2015. The two financial balance of less than 900 billion yuan, 906 billion 709 million yuan below the stage lows last year hit during the "crash", also the lowest since December 4, 2014. However, some analysts believe that, in the Shanghai and Shenzhen two cities rose yesterday, the two financial balance of great probability to return to the top of the 900 billion yuan pass. According to the "crash" during the last year, Goldman issued a research report estimates data).

央妈不断“花式”放水A股迎来“红包”行情-搜狐新闻   新京报讯 (记者金彧 李春平)继周一“开门黑”之后,昨日A股四大股指大幅反弹。2月2日,沪指涨2.26%重新收复2700点报2749.57点,深成指、中小板指涨逾3%,创业板指涨逾4%。同时,融资余额继续下跌,跌破9000亿元大关。分析认为,在一月份沪指超跌22%之后,春节前市场上涨为大概率事件,节前红包行情已经开启,预期后市延续震荡上涨行情,A股再创新低的可能性比较低。   春节前上涨概率大   昨日受“解放军五大战区成立”利好提振,军工股强势反弹,带领其他蓝筹股大幅上涨。截至收盘,板块全面飘红,计算机板块领涨,涨幅逾6%,不计算ST个股和未股改股,两市百余只个股涨停。沪深两市合计成交4032.53亿元,较上一交易日的3704.10亿元明显增量。   中泰证券首席宏观策略分析师罗文波指出,从历史经验来看,春节前市场上涨为大概率事件。从2000年以来,春节前一周的行情梳理显示,十六个交易周仅两个交易周出现下行,其余均录得正收益。   同花顺财经数据也显示,在过去10年春节前后的沪指表现来看,仅2009年和2014年春节前三个交易日总体涨幅为负值。   南方基金首席策略分析师杨德龙对新京报记者表示,2日A股超跌反弹,这意味着春节前红包行情启动。大盘短期底部已经确立,昨日市场虽然没有明显放量,但是底部已经改善,后市将延续震荡反弹的走势。根据统计,两会之前大盘反弹概率超过80%。   杨德龙称,2016年开年,A股迎来大幅调整,市场通过急跌的方式迅速完成本轮调整。整个1月份,上证指数累计下跌800余点,跌幅达22.65%,而且创出2638点的调整新低。春节将至,大盘有望迎来一波红包行情,投资者可以积极把握。   两融余额跌破9000亿元   A股融资融券余额持续下滑,跌破9000亿元大关。截至2月1日,沪深两市融资融券余额为8996.34亿元,较前一交易日的9091.72亿元减少95.38亿元,这也是两融数据自2015年12月30日以来连续22个交易日下降。   不足9000亿元的两融余额,跌破了去年“股灾”期间创下的9067.09亿元阶段性低点,也是自2014年12月4日以来的新低。不过有分析认为,在昨日沪深两市大涨下,两融余额很大概率重返9000亿元关口上方。   而根据去年“股灾”期间高盛出具的研报测算数据,A股市场合理、可持续的融资余额应为流通市值的5%,或是总市值的2%。在去年9月30日,融资余额正是触及了阶段性的低点9040亿后,融资余额 自由流通市值比达到5.1%后,A股启动了为期3个月的反弹。在经历1月份沪深两市市值蒸发12万亿后,2月1日A股融资余额 自由流通市值比已经达到5.3%,接近高盛测算的合理水平。   政策   央妈花式“放水”维稳资金面   2月2日,央行宣布开展1000亿元的逆回购操作,分别为500亿14天期和500亿28天逆回购,中标利率为2.40%和2.60%。   这也是时隔四个月来央行再次进行14天逆回购。本周一,央行还特别开展了100亿的微量28天逆回购。本周央行公开市场将有1800亿元7天逆回购到期。   上海证券债券团队表示,据统计,从1月15日的SLO(短期流动性调节工具)至今,央行已弥补了约2万亿元的春节资金缺口。   该团队表示,加之此前宣布的增加春节期间公开市场操作场次的政策,未来的流动性预期更加乐观。央行的巨量花式扶助,对节前紧张的资金面产生安抚效果,也显示了央行维稳的决心和实力。尽管节后会有到期压力、美联储加息等不确定因素,但震荡终将过去,流动性趋暖是必然。   央行2月1日发布数据显示,自2016年以来,央行已连续四周在公开市场实现净投放。其中,央行上周在公开市场实现创历史纪录的6900亿元净投放。   同时,1月份央行共进行了8625亿元的MLF(中期借贷便利操作),其中期限3个月4455亿元,6个月2175亿元,1年期1995亿元;同时收回到期中期借贷便利2500亿元。1月末中期借贷便利余额为12783亿元。   此外,央行当月还进行了5209.1亿元SLF(常备借贷便利操作)。(陈杨)   观点   社科院:沪指趋势性上涨难   中国社会科学院金融所2月2日发布研究报告认为,场外配资及场内融资数量增长过快是导致2015年股灾的主要原因。而在2016年,支撑股价上升的因素已经不复存在,上证指数难有趋势性上涨机会,防范风险是投资者的首要任务。   社科院金融所称,2015年“股灾”的罪魁祸首是股市的杠杆融资比例过高,且缺乏透明度。另外,股市中的杠杆资金还表现在大股东的质押融资上,该行为暴露了股市与银行之间的另一条连通管道,在监管上则没有建立银行与股市之间的防火墙。   而对于今年的A股市场,社科院金融所认为,今年的股票市场将处于震荡筑底状态,防范风险是投资者的首要任务。   社科院金融所报告指出,从政策逻辑看,支撑2014年至2015年股价上升的因素已经不复存在。强周期行业上市公司受产能过剩影响,业绩难以改观,使得上证指数难以有趋势性上涨的机会;新兴产业较集中的中小板和创业板虽会出现局部亮点,但公司估值普遍处于高位,对新股发行的注册制改革相对比较敏感,如今年推出注册制改革,则中小板和创业板估值将大幅度下移。   (李春平)   后市   持股OR持币过年?   昨日A股迎来大反弹,四大指数涨幅均超2%。而历史数据显示,近12年来8成反弹行情出现在2月,在春节前还剩3个交易日情况下,投资者是持股过节还是持币过节更稳妥?   分析师这么看   国信证券总裁助理、发展研究总部总经理何诚颖:   由于1月份A股已经历大幅度调整,节前流动性释放又同时叠加两会窗口期,投资者已无必要对后市过于恐慌。尤其是随着3月份“两会”的来临,预计市场热情将再次升温。目前部分股票估值已经具有较强的吸引力,精明的投资者已经开始在“捡烟蒂”。   南方基金首席策略分析师杨德龙:   目前大盘已经处于底部区域,市场风险已经和元旦前3500点相比大幅下降,但很多投资者被市场跌势吓坏,开始恐慌,把股票割肉割在地板上。现在大盘已经在底部区域,投资者要珍惜手中的优质筹码,耐心等待大盘触底回升。在目前这个阶段,持有或抄底一些优质个股。   民族证券分析师黄博:   春节休市这一周内,海外市场波动将影响节后A股开盘后走势,这一点在历史上已看到很多了。虽然急跌后期市场本身是会有一个技术性的反弹的,但是由于长假因素,如果要参与反弹,仓位还是要控制,等节后看海外市场特别是欧美股市的走势,再做判断。(李春平)相关的主题文章: