Mainland China and the Hong Kong stock market continued to fall after the opening of the year, and the market confidence was sluggish.It is reported that the Chinese government is considering the establishment of 2 trillion yuan (RMB, Same, Sim of 381.5 billion yuan), a stable stock market.However, some people interviewed by the financial and economic community believe that the momentum of the evacuation of foreign capital's evacuation of China may not be able to play a role.
Under the influence of the news of the recruitment of the market in Beijing, China's A shares have reversed the recent decline in the recent decline.Point, rose 116 points, rose by more than 1%.
Hong Kong stock market on Tuesday was on Tuesday.It rose more than 550 points at 15353 points, rising 392 points, an increase of 2.6%.
Among them, the Chinese game stocks listed in Hong Kong played on Tuesday. Tencent, Netease, Bilibili, and Xinyin Company received 3.74%to 7.42%.Chinese officials released the online game management measures (draft for comments) in December last year The stock price of online game giants such as Tencent and NetEase plummeted . After the draft consultation period on Monday (January 22), the network connection of the comments draft disappeared the next day, and the webpage display did not exist. The commentators believed that this may mean measures.Change.
Bloomberg quoted people familiar with the matter on Tuesday that Beijing is considering the launch of policy supporting stable stock markets. It is expected that some measures will be issued as soon as this week, including the raising of a flat -standard fund with a scale of about 2 trillion yuan, using funds mainly from overseas agencies from Chinese institutions., From Shanghai, Hong Kong and Shenzhen and Hong Kong to A shares.
In addition, the official also considers China Securities Finance Co., Ltd. or Central Huijin Company to invest at least 300 billion yuan in local funds to A shares.
People familiar with the matter said that there are other measures in consideration. If they are approved by the highest leadership, some of which may be announced earlier than this week, but the relevant plans may still change.
Entering into 2024, the stock market of the Lugang continued to weaken.Monday repeatedly lost 2,800 points, setting a new low in the past four years, a single day of 2.7%, the largest single -day decline in the past two years, and the deep index fell 3.5%.On the same day, Hong Kong stocks also lost 15,000 psychological prolons and returned to the level of the epidemic.
Li Qiang, Prime Minister of the State Council of China, hosted a executive meeting of the State Council on Monday, emphasizing the adoption of more effective and effective measures to stabilize the market and stabilize confidence; to strengthen the consistency of macro policy orientation, strengthen policy instrument innovation and coordination, promote the stable and healthy capital marketdevelop.
Liu Jinjin, chief Chinese stock strategy analyst of Goldman Sachs, pointed out that the current Chinese "national team" only uses tens of billions of yuan to enter the market. If it dispatches 2 trillion yuan to rescue the market, the boosting role in the Chinese stock market will be significantly significant.He believes that if the Chinese government is expected to enter the market with offshore funds, it may be used by state -owned enterprises to deposit regular funds in the US dollar, mainly considering the convenience of funds, it can be used as a real -time stock trading;Buying RMB assets is also beneficial to RMB exchange rates.
Liu Jinjin believes that although the market's policy on the Chinese government is not high, the supervision and policy transparency of different industries is still very important to market emotions and investment confidence . It is expected that in the next few months of the "Two Sessions" and the Third Plenary Session, Beijing will introduce more important policies.
Shao Zhiyao, a senior investor in Hong Kong, said in an interview with Lianhe Morning Post that only the news of foreign media reporting the Pingzhong Fund is yet to be observed, but the Chinese stock market has fallen to the low level in recent years.surprisingly.
Shao Zhiyao believes that A shares may rebound briefly after the official shot, but the prospect is still not optimistic because China's economy is not good and Europe and the United States will fight financial war with China.Since this year, more than 30 billion yuan has flowed out of A shares.He said: "Anywhere But China is popular in foreign capital, which is except China, wherever you go to invest. If there is no support for foreign investment in Hong Kong stocks, it is difficult to maintain it for a long time."
He believes that the most important factor in the future trend of China's stock market depends on whether the company can be profitable.Some profitable Chinese listed companies have not recently fallen significantly.If China's economic recovery and the deflation of the three consecutive seasons, A shares are expected to rebound back.