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央行回收流動性符合預期與熱錢流入關系不大 @ 2014-02-19T10: Back Hot News
Keyword:央行 重啟正回購 人行 個月
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
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。
相隔8個月,人行在公開市場重啟正回購操作,引發收水疑雲。有放有收是正常事,人行在春節前投放大量資金,春節後資金回籠,銀行將有更多資金回流,投資者其實不用太擔心收水,人行政策並未轉向。不過,中國內地貨幣政策未變,不松不緊的環境將持續。目前中國內地水緊隱憂未退,在理財產品違約危機下,部分公司停止發行短期融資券,融資成本上升,整體資金環境仍然偏緊。股市「二月紅」仍可期,但炒政策至3月後又能否持續下去?港股周一炒作科網股後,昨日表現疲軟。恆指上升51點,收報22,587點。大市全日成交額縮至554億港元。正如早前提到,指數反彈空間不會很大,相反個股及板塊表現更值得關注。

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