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新資源稅暫行條例 @ 2011-10-11T20: Back Hot News
Keyword:資源稅
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創出歷史新低778點,下跌0.49%。從消息面來看,支撐股指開盤大漲的因素主要有二:一是匯金公司出手購入工、農、中、建四行股票,彰顯管理層的護盤意願;二是法德承諾救市,隔夜歐美股市大幅飆升。但是救市利好並未拯救大盤,短線行情難以樂觀。除了昨天我們提示的,周五即將公布依舊高啟的CPI數據之外,導致A股高開低走的主要因素是新版資源稅條例下月起施行,油氣資源稅和焦煤資源稅的稅率較試點時有大幅提升,直接利空煤炭、石油等資源股,極大挫傷市場人氣。另外,銀行表外信貸活動監控趨嚴、存款准備金繳納基數調整、大量債券股票融資等,使得四季度資本市場的流動性持續緊張,這是股指預振乏力的一大誘因。

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