{"id":2196,"date":"2024-10-01T22:31:09","date_gmt":"2024-10-01T14:31:09","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2196"},"modified":"2024-10-01T22:31:09","modified_gmt":"2024-10-01T14:31:09","slug":"%e6%94%bf%e6%b2%bb%e5%b1%80%e6%89%bf%e8%af%ba%e8%b4%a2%e6%94%bf%e6%94%af%e6%8c%81%ef%bc%8c%e4%b8%ad%e5%9b%bd%e8%82%a1%e5%b8%82%e5%8f%8d%e5%bc%b9%e5%8a%9b%e4%ba%89%e7%9b%ae%e6%a0%87%e5%ae%9e%e7%8e%b0","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2196","title":{"rendered":"\u653f\u6cbb\u5c40\u627f\u8bfa\u8d22\u653f\u652f\u6301\uff0c\u4e2d\u56fd\u80a1\u5e02\u53cd\u5f39\u529b\u4e89\u76ee\u6807\u5b9e\u73b0"},"content":{"rendered":"

\u957f\u4e45\u671f\u76fc\u7684\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u8ff9\u8c61\u7ec8\u4e8e\u51fa\u73b0\u3002\u5728\u8fd1\u671f\u653f\u5c40\u7a33\u5b9a\u4e4b\u540e\uff0c\u4e2d\u56fd\u7684\u9ad8\u5c42\u9886\u5bfc\u5c42\u627f\u8bfa\u5c06\u589e\u52a0\u8d22\u653f\u652f\u6301\uff0c\u5e76\u7a33\u5b9a\u623f\u5730\u4ea7\u884c\u4e1a\uff0c\u4ee5\u63d0\u632f\u7ecf\u6d4e\u589e\u957f\u3002\u5468\u4e09\uff08\u5468\u56db\u5bf9\u5e94\u5f53\u5730\u65f6\u95f4\uff09\uff0cCSI 300\u6307\u6570\u51fa\u73b0\u4e86\u8fd1\u5341\u5e74\u6765\u6700\u5927\u5355\u5468\u6da8\u5e45\u8fbe4.2%\uff0c\u5176\u4e2d\u6d88\u8d39\u54c1\u80a1\u7968\u9886\u6da8\uff0c\u8fd9\u6b21\u5927\u5e45\u5ea6\u4e0a\u6da8\u6709\u671b\u7ec8\u7ed3\u957f\u8fbe\u4e09\u5e74\u7684\u8fde\u7eed\u4e0b\u8dcc\u8bb0\u5f55\u3002\u540c\u65f6\uff0c\u7f8e\u56fd\u4e0a\u5e02\u7684\u4e2d\u56fd\u516c\u53f8\u7ec4\u6210\u7684\u91d1\u9f99\u6307\u6570\u4e5f\u5347\u5e45\u9ad8\u8fbe11%\u3002<\/p>\n

\u5728\u7ecf\u5386\u4e86\u591a\u6708\u7684\u4f4e\u8ff7\u540e\uff0c\u653f\u6cbb\u5c40\u7684\u8fd9\u4e00\u58f0\u660e\u4e0e\u8fd1\u671f\u91c7\u53d6\u7684\u4e00\u7cfb\u5217\u5927\u80c6\u4e3e\u63aa\u5171\u540c\u4f5c\u7528\u4e0b\uff0c\u6216\u80fd\u52a9\u529b\u4e2d\u56fd\u7ecf\u6d4e\u6446\u8131\u8870\u9000\u56f0\u5883\u3002\u8fd9\u662f\u4e00\u4e2a\u91cd\u8981\u7684\u91cc\u7a0b\u7891\uff1a\u968f\u7740\u5168\u7403\u5bf9\u65b0\u5174\u5e02\u573a\u8d44\u91d1\u7684\u663e\u8457\u5173\u6ce8\u548c\u534e\u5c14\u8857\u9876\u7ea7\u94f6\u884c\u5982\u6469\u6839\u58eb\u4e39\u5229\u53ca\u9ad8\u76db\u5bf9\u4e8e\u8f6c\u673a\u6545\u4e8b\u7684\u65e5\u76ca\u8c28\u614e\uff0c\u4e2d\u56fd\u6b63\u6210\u4e3a\u7126\u70b9\u3002<\/p>\n

\u201c\u8fd9\u8868\u660e\u5317\u4eac\u5f53\u5c40\u91cd\u89c6\u7ecf\u6d4e\u72b6\u51b5\u3002\u201d RBC\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u7684\u4e00\u4f4d\u6295\u8d44\u7ec4\u5408\u7ecf\u7406\u8868\u793a\uff0c\u201c\u5c3d\u7ba1\u6211\u4eec\u8fd8\u9700\u8981\u770b\u5230\u8fd9\u4e9b\u63aa\u65bd\u662f\u5426\u6709\u6548\uff0c\u4f46\u627f\u8ba4\u7ecf\u6d4e\u9762\u4e34\u95ee\u9898\u5e76\u9700\u8981\u89e3\u51b3\u662f\u8fc8\u51fa\u7684\u91cd\u8981\u4e00\u6b65\u3002\u201d<\/p>\n

\u5728\u5468\u56db\u7684\u653f\u6cbb\u5c40\u4f1a\u8bae\u4e2d\uff0c\u5b98\u65b9\u4e5f\u547c\u5401\u8981\u575a\u51b3\u843d\u5b9e\u4e0b\u8c03\u5229\u7387\u548c\u964d\u4f4e\u94f6\u884c\u51c6\u5907\u91d1\u6bd4\u7387\u7b49\u5bbd\u677e\u653f\u7b56\uff0c\u5e76\u5f3a\u8c03\u5c06\u652f\u6301\u8d44\u672c\u5e02\u573a\uff0c\u6307\u5f15\u957f\u671f\u8d44\u91d1\u6d41\u5165\u80a1\u5e02\u3002\u8fd9\u6837\u7684\u63aa\u8f9e\u8868\u660e\u4e86\u51b3\u7b56\u8005\u5bf9\u7ecf\u6d4e\u590d\u82cf\u7684\u8feb\u5207\u611f\u3002<\/p>\n

\u968f\u7740\u653f\u5e9c\u5ba3\u5e03\u5411\u6781\u5ea6\u8d2b\u56f0\u4eba\u7fa4\u53d1\u653e\u4e00\u6b21\u6027\u8865\u52a9\uff0c\u6d88\u8d39\u7c7b\u80a1\u7968\u5728\u5185\u5730\u6307\u6570\u4e0a\u8868\u73b0\u4f18\u5f02\uff1b\u91d1\u878d\u80a1\u7684\u8868\u73b0\u5219\u53cd\u6620\u4e86\u6709\u5173\u5f53\u5c40\u6b63\u5728\u8003\u8651\u5411\u6700\u5927\u56fd\u6709\u94f6\u884c\u6ce8\u51651\u4e07\u4ebf\u5143\u4eba\u6c11\u5e01\uff08\u7ea61420\u4ebf\u7f8e\u5143\uff09\u8d44\u672c\u7684\u6d88\u606f\u3002<\/p>\n

\u8fd9\u79cd\u4e50\u89c2\u60c5\u7eea\u5df2\u8d85\u8d8a\u4e86\u80a1\u5e02\u8303\u56f4\u3002\u9999\u6e2f\u548c\u4e2d\u56fd\u5883\u5185\u7684\u80a1\u7968\u5e02\u573a\u5728\u5468\u56db\u5f00\u76d8\u540e\u7acb\u5373\u4e0a\u6da8\uff0c\u663e\u793a\u51fa\u6295\u8d44\u8005\u4e0d\u613f\u9519\u5931\u53c2\u4e0e\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u7684\u673a\u4f1a\u3002\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u80a1\u7968\u666e\u904d\u5904\u4e8e\u591a\u5e74\u4f4e\u70b9\uff0c\u800c\u4e2d\u56fd\u653f\u5e9c\u5ba3\u5e03\u7684\u6570\u5e74\u6700\u5927\u89c4\u6a21\u523a\u6fc0\u8ba1\u5212\u4e5f\u63d0\u632f\u4e86\u5e02\u573a\u60c5\u7eea\u3002<\/p>\n

\u7136\u800c\uff0c\u5c3d\u7ba1\u591a\u6570\u5e02\u573a\u89c2\u5bdf\u8005\u5bf9\u8c03\u6574\u591a\u9879\u653f\u7b56\u6760\u6746\u8868\u793a\u6b22\u8fce\uff0c\u4f46\u4e5f\u6709\u4eba\u8b66\u544a\u79f0\u6b64\u6b21\u53cd\u5f39\u53ef\u80fd\u53ea\u662f\u6218\u672f\u4e0a\u7684\u77ed\u671f\u56de\u6696\uff0c\u5e76\u8d28\u7591\u8fd9\u4e9b\u63aa\u65bd\u80fd\u5426\u771f\u6b63\u89e3\u51b3\u4e2d\u56fd\u957f\u671f\u9762\u4e34\u7684\u95ee\u9898\uff0c\u5982\u6d88\u8d39\u75b2\u8f6f\u3001\u4ef7\u683c\u4e0b\u6ed1\u548c\u623f\u5730\u4ea7\u5e02\u573a\u50f5\u5c40\u3002<\/p>\n

\u201c\u5982\u679c\u4e0d\u89c1\u5230\u5b9e\u8d28\u6027\u7684\u7ed3\u6784\u6027\u53d8\u9769\uff0c\u5728\u6211\u770b\u6765\u5e02\u573a\u5c06\u51fa\u73b0\u7c7b\u4f3c\u65e5\u672c\u7684\u60c5\u5f62\uff0c\u5373\u4f1a\u6709\u79ef\u6781\u7684\u516c\u544a\u3001\u5267\u70c8\u7684\u4e0a\u6da8\u540e\u7f3a\u4e4f\u6301\u7eed\u8ddf\u8fdb\uff0c\u63a5\u7740\u4e00\u6bb5\u65f6\u95f4\u7684\u5e73\u9759\uff0c\u7136\u540e\u518d\u6b21\u51fa\u73b0\u6b63\u9762\u6d88\u606f\u4f46\u540c\u6837\u65e0\u679c\u800c\u7ec8\u7684\u5c40\u9762\u3002\u201d \u745e\u58eb\u5b9d\u76db\u4e9a\u6d32\u533a\u9996\u5e2d\u6295\u8d44\u5b98\u5982\u6b64\u8bc4\u8bba\u3002<\/p>\n

\u4f46\u5c31\u76ee\u524d\u800c\u8a00\uff0c\u5e02\u573a\u666e\u904d\u5bf9\u8fd9\u4e00\u590d\u82cf\u4fe1\u53f7\u62b1\u6709\u6781\u9ad8\u7684\u671f\u671b\uff0c\u5e76\u8ba4\u4e3a\u8fd9\u53ef\u80fd\u662f\u5317\u4eac\u4e3a\u626d\u8f6c\u5c40\u52bf\u6240\u91c7\u53d6\u7684\u6700\u4f73\u4e3e\u63aa\u4e4b\u4e00\u3002\u201c\u9999\u6e2f\u548c\u4e2d\u56fd\u5185\u5730\u80a1\u5e02\u5728\u5468\u56db\u653f\u6cbb\u5c40\u53d1\u5e03\u4f1a\u516c\u5e03\u540e\u7acb\u5373\u4e0a\u6da8\uff0c\u663e\u793a\u51fa\u6295\u8d44\u8005\u4e0d\u5e0c\u671b\u9519\u8fc7\u53c2\u4e0e\u4e2d\u56fd\u7ecf\u6d4e\u590d\u82cf\u7684\u673a\u4f1a\u3002\u6b64\u65f6\u7684\u80a1\u7968\u4ef7\u683c\u6b63\u5904\u4e8e\u591a\u5e74\u4f4e\u70b9\uff0c\u4e14\u4f34\u968f\u7740\u8fd1\u5e74\u6765\u89c4\u6a21\u6700\u5927\u7684\u523a\u6fc0\u653f\u7b56\u53d1\u5e03\u3002\u201d \u91d1\u65af\u987f\u8bc1\u5238\u516c\u53f8\u7814\u7a76\u4e3b\u7ba1\u8fd9\u6837\u8bf4\u9053\u3002 <\/p>\n

\n

\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>China Stocks Jump as Politburo Vows Fiscal Support to Hit Goals<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-26
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

The long-awaited recovery in Chinese  may finally be here.The CSI 300  is headed for its biggest weekly gain in almost a decade after China\u2019s top leaders delivered a pledge to increase fiscal support and stabilize the property sector to revive growth. The gauge\u2019s 4.2% jump on Thursday was led by consumer stocks and the rally put the benchmark on course to halt an unprecedented three-year losing streak. Meanwhile, the Golden Dragon index of US-listed Chinese stocks also rallied 11%.  The Politburo\u2019s vow comes on the heels of one of China\u2019s most daring  in decades and taken together, they may finally help haul Asia\u2019s biggest economy out of a slump. There\u2019s a lot at stake: China is being increasingly  of emerging-market equity fund launches and top Wall Street banks such as Morgan Stanley and Goldman Sachs Group Inc. have grown ever more skeptical about the turnaround story.\u201cIt shows Beijing cares,\u201d said , portfolio manager at RBC Asset Management, referring to the latest policy announcement. \u201cWhether these measures will be effective, that\u2019s another topic, but admitting there\u2019s an issue with the economy that needs to be addressed is the first step.\u201dREAD: Officials also called on the forceful implementation of cuts to interest rates and a reserve requirement ratio for banks, easing measures announced by the People\u2019s Bank of China this week. They would strive to boost the capital market and \u201cgreatly guide\u201d mid-to-long term funds into the stock market, according to the readout for the meeting. The language showed renewed urgency from the policymakers.Consumer shares led gains on the onshore gauge following the government\u2019s  of one-off cash handouts to people in extreme poverty. A sub-gauge of financial stocks was among the best performers after it was reported that authorities are considering  up to 1 trillion yuan ($142 billion) of capital into its biggest state banks. The optimism spread beyond mainland shares, with the  rallying 4.8% to reach the highest level since February 2023.Turnover in Shanghai and Shenzhen topped 1 trillion yuan for a second day, the first time since May, according to data compiled by Bloomberg. The heightened activity is commonly construed as a bullish sign.Moves were more muted in the currency and bond markets, with the yuan holding onto a modest gain and yields edging higher.While most market watchers  that the simultaneous changes to multiple policy levers were encouraging, some cautioned that the rally may only be a tactical rebound. Doubt persists that the measures can fix China\u2019s long-standing problems including weak consumption, falling prices and an entrenched property crisis.\u201cUnless there is meaningful structural change, my sense is we\u2019re going to have a situation in markets akin to Japan where we would have positive announcements, sharp rally, then a lack of follow through, then a period of quiet, then positive news, lack of follow through,\u201d said , chief investment officer for Asia at Lombard Odier.Read more: But for now, optimism is running high that this may be Beijing\u2019s best shot yet to turn things around.\u201cHong Kong and Chinese onshore stocks shot up immediately after the Politburo readout, showing that investors don\u2019t want to miss the chance to chase the China rally with the stocks trading at multi-year low levels and you have the biggest stimulus package announced in years,\u201d said , executive director of research at Kingston Securities Ltd. <\/pre>\n
<\/p>\n
<\/div>
\r\n