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《談國論企-黎偉成》中央匯金購四大國有銀行股票斥境外謬論 @ 2011-10-11T11: Back Hot News
Keyword:匯金
Concept:
    受匯金增持影響 四大行股票均收漲
在宏觀經濟基本面並未惡化,而是基本穩定、符合宏觀調控預期的情況下,股市對利空因素過度反應,甚至有為其他經濟體的過失主動買單之嫌,值得監管層認真思量。應當多從政策方面查找原因,采取必要的措施。我認為,規范發行上市行為,加強對違規違法行為的處罰力度,打擊內幕交易,完善退市制度,是近期可以加快解決的問題。與此同時,上市公司國有股東、國有背景投資機構對市場表態,是十分必要的。匯金增持四大行股票,就是這種表態。
雖然市場今年以來屢次一廂情願的猜測「匯金增持」,但是四大行的半年報還是顯示,其共同的第一大股東匯金公司並沒有任何的行動。事實上,接近匯金公司的有關人士也曾向《證券日報》記者表示,匯金公司不太可能輕易參與再融資以外的增持行動,其去年參與三大行配股也是舉債參與的。

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