{"id":2078,"date":"2024-09-30T23:30:03","date_gmt":"2024-09-30T15:30:03","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2078"},"modified":"2024-09-30T23:30:03","modified_gmt":"2024-09-30T15:30:03","slug":"%e4%b8%ad%e5%9b%bd%e8%82%a1%e5%b8%82%e4%b9%90%e8%a7%82%e4%b8%8a%e6%b6%a8%ef%bc%8c%e9%a2%84%e6%9c%9f%e7%bb%8f%e6%b5%8e%e5%88%ba%e6%bf%80%e6%94%bf%e7%ad%96%e6%8c%81%e7%bb%ad%e5%8a%a0%e7%a0%81","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2078","title":{"rendered":"\u4e2d\u56fd\u80a1\u5e02\u4e50\u89c2\u4e0a\u6da8\uff0c\u9884\u671f\u7ecf\u6d4e\u523a\u6fc0\u653f\u7b56\u6301\u7eed\u52a0\u7801"},"content":{"rendered":"

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\u5c3d\u7ba1\u5e02\u573a\u5df2\u5f97\u5230\u52a0\u5927\u4e86\u7684\u56fd\u5bb6\u652f\u6301\uff0c\u7279\u522b\u662f\u56fd\u6709\u57fa\u91d1\u6240\u504f\u597d\u7684\u4ea4\u6613\u6240\u4ea4\u6613\u57fa\u91d1\uff08ETF\uff09\u7684\u6d41\u5165\u91cf\u663e\u8457\u589e\u52a0\uff0c\u4f46\u8fd9\u4e9b\u56e0\u7d20\u5e76\u672a\u80fd\u5b8c\u5168\u6539\u53d8\u5e02\u573a\u7684\u8c28\u614e\u60c5\u7eea\u3002\u5317\u4eacChanson & Co\u6295\u8d44\u94f6\u884c\u7684\u4e00\u4f4d\u8463\u4e8b\u5206\u6790\u79f0\uff0c\u201c\u8fd9\u4e3e\u63aa\u66f4\u591a\u662f\u8ba9\u770b\u8dcc\u8005\u6709\u673a\u4f1a\u5957\u73b0\u83b7\u5229\uff0c\u5e76\u53ef\u80fd\u5728\u957f\u671f\u5f62\u6210\u8d44\u4ea7\u6ce1\u6cab\u3002\u201d\u4eca\u5e74\u521d\u5e02\u573a\u5148\u524d\u7684\u4e0a\u6da8\u52bf\u5934\u8fc5\u901f\u6d88\u9000\uff0c\u5728\u5468\u4e8c\u5bc6\u96c6\u53d1\u5e03\u4e86\u4e00\u8f6e\u523a\u6fc0\u63aa\u65bd\u540e\uff0c\u5e02\u573a\u5206\u6790\u5e08\u5bf9\u6b64\u4ecd\u6301\u8b66\u6212\u6001\u5ea6\u3002<\/p>\n

\u8fd1\u671f\u7684\u6307\u6570\u4e0a\u626c\u2014\u2014\u4ee5\u6caa\u6df1300\u6307\u6570\u4e3a\u4f8b\uff0c\u8be5\u6307\u6570\u5df2\u8fde\u7eed\u516d\u5929\u4e0a\u6da8\u2014\u2014\u82e5\u653f\u7b56\u5236\u5b9a\u8005\u672a\u80fd\u89e3\u51b3\u957f\u671f\u4ee5\u6765\u5236\u7ea6\u4e2d\u56fd\u7ecf\u6d4e\u7684\u95ee\u9898\uff0c\u5219\u53ef\u80fd\u4f1a\u5f88\u5feb\u53d8\u4e3a\u6619\u82b1\u4e00\u73b0\u3002\u800c\u4eca\u4ee5\u6765\uff0c\u4e2d\u56fd\u80a1\u5e02\u7ecf\u5386\u4e86\u6da8\u8dcc\u5faa\u73af\u7684\u5468\u671f\uff0c\u653f\u5e9c\u788e\u7247\u5316\u7684\u5e02\u573a\u6062\u590d\u7b56\u7565\u4ec5\u5e26\u6765\u4e86\u77ed\u6682\u7684\u56de\u5347\u3002<\/p>\n

\u6709\u5206\u6790\u8ba4\u4e3a\uff0c\u9999\u6e2f\u80a1\u5e02\u6da8\u5e45\u53ef\u80fd\u90e8\u5206\u5f52\u56e0\u4e8e\u5e02\u573a\u4e0a\u7684\u201c\u7a7a\u5934\u5e73\u4ed3\u201d\u6d3b\u52a8\u3002JPMorgan Chase & Co.\u7b56\u7565\u5e08\u56e2\u961f\u6307\u51fa\uff0c\u5728\u5468\u4e8c\uff0c\u7a7a\u5934\u6bd4\u4f8b\u4ece\u5e02\u9762\u603b\u4ea4\u6613\u91cf\u4e2d\u4e0b\u964d\u523013.6%\uff0c\u8fd9\u4e00\u6bd4\u7387\u4f4e\u4e8e2016\u5e74\u4ee5\u6765\u7684\u6807\u51c6\u504f\u5dee\u8303\u56f4\u4e00\u4e2a\u6807\u51c6\u5dee\u4ee5\u4e0b\uff0c\u8868\u660e\u8bb8\u591a\u7a7a\u5934\u5934\u5bf8\u5df2\u88ab\u5e73\u4ed3\u3002<\/p>\n

\u7136\u800c\uff0c\u6295\u8d44\u8005\u666e\u904d\u6b22\u8fce\u8fd9\u8f6e\u5305\u7f57\u4e07\u8c61\u7684\u523a\u6fc0\u653f\u7b56\u3002\u5305\u62ec\u5411\u80a1\u5e02\u63d0\u4f9b\u6d41\u52a8\u6027\u652f\u6301\u4ee5\u53ca\u964d\u606f\u7b49\u63aa\u65bd\u5728\u5185\uff0c\u8be5\u7cfb\u5217\u653f\u7b56\u6fc0\u53d1\u4e86\u5bf9\u653f\u5e9c\u51c6\u5907\u597d\u6b66\u5668\u5e94\u5bf9\u6839\u672c\u95ee\u9898\u7684\u5e0c\u671b\uff0c\u6bd4\u5982\u6d88\u8d39\u8005\u4fe1\u5fc3\u4f4e\u8ff7\u3002\u4e2d\u56fd\u592e\u884c\u8868\u793a\u5c06\u5efa\u7acb\u4e00\u4e2a\u56de\u8d2d\u673a\u5236\uff0c\u5141\u8bb8\u8bc1\u5238\u516c\u53f8\u3001\u57fa\u91d1\u548c\u4fdd\u9669\u516c\u53f8\u501f\u5165\u5176\u8d44\u91d1\u7528\u4e8e\u8d2d\u4e70\u80a1\u7968\uff0c\u5e76\u8003\u8651\u8bbe\u7acb\u80a1\u7968\u7a33\u5b9a\u57fa\u91d1\u3002\u540c\u65f6\uff0c\u8bc1\u76d1\u4f1a\u53d1\u51fd\u547c\u5401\u4e0a\u5e02\u516c\u53f8\u589e\u5f3a\u6295\u8d44\u8005\u56de\u62a5\u3002<\/p>\n

JP Morgan Asset Management\u5168\u7403\u5e02\u573a\u7b56\u7565\u5e08\u5728\u62a5\u544a\u4e2d\u6307\u51fa\uff1a\u201c\u6211\u4eec\u76f8\u4fe1\u8fd9\u4e9b\u534f\u8c03\u4e00\u81f4\u7684\u653f\u7b56\u58f0\u660e\u4e3a\u672a\u6765\u63d0\u4f9b\u66f4\u591a\u653f\u7b56\u652f\u6301\u94fa\u5e73\u4e86\u9053\u8def\uff0c\u5e76\u63d0\u5347\u4e862025\u5e74\u7ecf\u6d4e\u590d\u82cf\u7684\u53ef\u80fd\u6027\u3002\u201d\u4ed6\u8fd8\u8868\u793a\uff0c\u201c\u8003\u8651\u5230\u79c1\u8425\u90e8\u95e8\u516c\u53f8\u5229\u6da6\u548c\u4f01\u4e1a\u57fa\u672c\u9762\u5df2\u7ecf\u5f97\u5230\u6539\u5584\uff0c\u4e2d\u56fd\u80a1\u5e02\u5b58\u5728\u4ef7\u503c\u6295\u8d44\u673a\u4f1a\uff0c\u540c\u65f6\u4e5f\u56e0\u5168\u7403\u5e02\u573a\u6602\u8d35\u800c\u63d0\u4f9b\u4e86\u5206\u6563\u6295\u8d44\u7684\u673a\u4f1a\u201d\u3002 <\/p>\n

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\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>Chinese Stocks Extend Gains on Continued Economic Stimulus Optimism<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-25
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

Chinese stocks ended Wednesday higher, though paring from earlier gains as worries linger about whether a host of support measures announced Tuesday would turn around the economy.The onshore benchmark  rose 1.5% at close after climbing as much as 3.4% on the day. The gauge remained 0.9% lower for the year. The advance in the  also was slashed to 0.5% from its earlier ascent to 3.4%. The weakening momentum underscored investors\u2019 skepticism about Beijing\u2019s capability to revive the market and economy, given the absence of more details on policy implementation. The paring came despite enhanced state support, with the turnover in some exchange-traded funds favored by the sovereign fund seeing spikes in inflows.\u201cThe policies don\u2019t really address the root problems facing the real economy,\u201d said , a director at Beijing-based investment bank Chanson & Co. \u201cThey at most provided bears with an opportunity to cash in and may create asset bubbles in the longer run.\u201d With the previous rallies this year fizzling, market watchers sounded caution despite a blitz of stimulus measures announced Tuesday. The benchmark\u2019s recent gains \u2014 the CSI 300 index rose for six straight days \u2014 may be fleeting if policymakers fail to address the country\u2019s long-standing problems. Chinese equities have been trapped in a start-stop cycle of gains and losses for most of this year, as the government\u2019s piecemeal approach to reviving the market has resulted only in brief rebounds. The rally in Hong Kong stocks may have been driven by , according to JPMorgan Chase & Co. strategists including . The short sales ratio as a percentage of the market turnover dipped to 13.6% on Tuesday, one standard deviation below the average since 2016, indicating many shorts have been covered, they said. Still, investors largely applauded the comprehensiveness of the stimulus package, which included liquidity support for the stock market and a policy rate cut. The policies also fanned  that the government \u2014 with the Politburo set to meet ahead of a week-long annual holiday starting Oct. 1 \u2014 may be readying ammunition to address deep-rooted issues, such as weak consumer confidence.The People\u2019s Bank of China said it will set up a swap facility to allow securities firms, funds and insurance companies to tap its funds to purchase equities. The central bank is also weighing plans for a stock stabilization fund. The securities regulator later issued  urging listed companies to boost investment returns. Read more: \u201cWe believe these coordinated policy announcements could pave the way for further policy support and raise the possibility of an economic upcycle in 2025,\u201d , global market strategist at JP Morgan Asset Management, wrote in a note. \u201cCombined with private sector companies that have improved their profit margin and corporate fundamentals, we do see value opportunities in Chinese equities, and diversification opportunities given the expensive markets around the world.\u201d<\/pre>\n
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