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「紅包」縮水央行節前資金投放不及去年 @ 2014-01-29T13: Back Hot News
Keyword:央行 逆回購 人行
Concept:投放750億人民幣 , 1500億元14天期逆回購操作
中國人民銀行(大陸央行)昨(28)日藉逆回購交易(附賣回,RS)向市場小幅投放流動性。業內分析,春節前釋放流動性是既成慣例,不代表貨幣政策轉為寬松;從逆回購的規模、期限推測,人行節後將啟動「收錢」模式。
市場人士表示,有四大利多助股指絕地逢生:1.匯金疑似再度大筆掃貨,7檔藍籌ETF兩周獲56億元淨申購,權重股引領股指反彈。2.人行穩定節前資金面情況,還預告周二將逆回購,市場流動性緩解有利於多方反擊。3.有14家銀行股跌破淨值,市場管理需求或引大股東護盤,周二銀行股反彈帶動股指上漲。4.技術面,大盤周一成交值出現不足500億元的地量,說明空頭力量嚴重衰竭,反彈一觸即發,不過,法人認為反攻力道仍弱,尚不具備反彈條件。
市場對中國人民銀行(大陸央行)何時出手特別關注。人行公開市場本周新增21天期逆回購需求申報,以防短期資金面出現劇烈波動。
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