間題不大
但依然是個間題
银行資金流通吃緊加上二季度下修GDP, 這次不以減少存款準備率而直接向市場
注入資金, 但一時並未抑止利率上升
說是季底. 及法人繳稅需求
市場流通出現短缺. 要多注意
打房, 食物出現通澎.又GDP成長減緩, 央行一手公開市場操作. 希望真是間題不大
大陸央行昨日在公开市场进行1500亿元7天期逆回购操作 via reverse repurchase agreements offered in its regular open-market operation,中标利率为3.40%;进行700亿元14天期逆回购操作,中标利率为3.60%。单日 2200亿元的逆回购规模,创下了5月份重启逆回购以来的单日最高水平。
目前资金面比较紧,逆回购力度较大,央行可能用逆回购这种市场操作暂时取代降准。
結論
大家(全世界)都看政府能出手. 用財政或双率救經濟. 這樣的情況都已三年多了, 伸手伸慣了
也都變得不長進, 所以利多(利空)的效應反映在股市就不長, 那進出要心存小利又能耐心等
時機;
台股有高人操盤, 技術導向,喜追高者 圖到着看就容易得利
7-day repo swap rates
Interest rates in China have been on the rise. The 7-day repo swap rates have been increasing across all tenors. These swaps exchange the 7-day repo rate (reset weekly) for a fixed rate over a longer period (such as 2 years) - thus providing a window into the market's long-term expectations of repo rates. The increase is an indication of tightening liquidity conditions in the interbank market.
China's central bank has been trying to add more liquidity to the money markets in order to stabilize rates (without adjusting the bank reserve ratio).

0 Comments:
Post a Comment
<< Home