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人行收水480億A股回軟 @ 2014-02-19T08: Back Hot News
Keyword:重啟正回購 人行 個月 央行
Concept:480億元人民幣14天 , 時隔8個月人行重啟正回購操作
時隔8個月 人行重啟正回購
財經 , 人行重啟正回購 日本擴大貸款規模 中日央行政策背馳
,節後回籠」操作慣例。去年春節後,人行亦是近8個月重啟正回購,並連續4個月通過正回購
時隔8個月,昨日央行公開市場首次重啟正回購,交易量為480億元,期限14天,中標利率為3.8%。分析人士認為,在1月信貸數據創4年來新高後,央行收緊流動性已在預期之內,不過這並不意味著貨幣政策取向發生轉變。
內銀、內險在周一挺升後,周二即受人行重啟正回購操作影響而回落,由於是人行八個月來首次正回購,一度令市場憂慮人行收緊流動性,其後市場釋出主要是因應春節後大量資金回籠的正常「收水」行動,A股跌勢轉緩,而港市內銀、內險在早段一度急跌後,即重獲承接反彈,內銀四行中以農行(1288)倒升0.2%表現最佳,信行(0998)亦由4.14元抽升上4.24元報收,有良好業績支撐,強勢未減。至於國壽(2628)亦升1%,顯示資金續追落後。

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