区 域：北京 - 北京市
产品类别：股票 Stock/证券股票行情
详细介绍：
------笔者按:周一沪深上涨,两市逼近和面临60天线压力。踏空者如果介入需注意利用好盘中回荡。关注股价低于并且远离60天线、受到利好刺激的品种。
（和讯财经原创）
（一）供求关系/利好
（和讯财经原创）
上证报《海通证券融资融券规模不超40 亿》“海通证券融资融券规模不超40 亿。海通证券公告,14日召开的董事会第十四次会议审议通过了《关于公司经营融资融券业务的议案》。董事会同意公司开展融资融券业务;授权公司经营层根据市场情况决定或调整公司的融资融券业务规模,试点期间公司总的融资融券业务规模不超过40 亿元人民币。（阮晓琴）”
（和讯财经原创）
简评:周一沪深继续上涨,从政策面看,还有利好在后。但是短线60天线有一定阻力,领头羊中铁二局(600528,股吧)在250天线附近有一定阻力。注意不排除震荡,踏空者可以利用好震荡,逢低吸纳而不过分追高。
（和讯财经原创） 推荐阅读
保监会：鼓励保险资金入市投资（附股） 2000点机构疯抢股名单
央行六大举措加大金融支持力度 原油期货17日收盘创22月新低 罗杰斯：我正投资大陆、台湾农业 摩根大通预计A股3个月内见底 东航南航承认申请注资 尚未批复 美国银行拟闪电增持建行H股 各地保增长 投资总额已逾6万亿
（二）货币政策/利好利空并存利好为主
（和讯财经原创）
上证报《央行:货币政策近防通缩远防通胀》“央行17日发布的《2008年第三季度货币政策执行报告》指出,货币政策在近期要防止通货紧缩,而由于大量的流动性注入在经济好转后可能转化为通胀压力,因此在长期要防止通货膨胀。 报告认为,从国际、国内周期走势看,当前通货膨胀压力明显缓解。一方面,随着金融部门继续去杠杆化,生产者和消费者信心持续低迷,世界经济增长明显减缓,国际大宗商品价格呈现下跌态势,国际油价跌破60美元/桶,铜、煤炭以及农产品(000061,股吧)等品种的期货价格也都大幅下挫。受此影响,我国进口价格涨幅高位减缓,三季度比上季度回落0.2个百分点。 此外,我国经济增长放缓趋势明显,前三个季度GDP增速同比回落2.3个百分点,PPI涨幅也从高位回落至6.6%,而CPI增速更是连续6个月回落。而宏观经济景气指数中的先行指数、消费者预期指数、企业景气指数等也均呈现下行趋势。”
（和讯财经原创）
《央行报告提出以六大举措加大金融支持力度》“中国人民银行17日发布的第三季度货币政策执行报告指出,央行将实行适度宽松的货币政策,确保银行体系流动性充分供应,保持货币信贷合理增长,以六大举措加大金融对经济增长支持力度。一是根据形势变化及时启动保障经济金融稳健运行的各项应对预案,加强国际协作,应对金融危机的不确定冲击。加强对国际金融形势演变的监测,密切关注国内经济金融形势变化,及时制定、完善和启动应对各种紧急情况的预案。同时加强国际协作,提升市场信心,维护金融市场和金融体系稳定运行。二是确保金融体系流动性充足,及时向金融机构提供流动性支持。适时适度调减公开市场操作力度,密切关注银行体系流动性分布结构变化,充分运用多种工具对流动性出现暂时困难的金融机构提供资金支持。三是促进货币信贷总量稳定增长,加大银行信贷对经济增长的支持力度。协调运用各项政策工具满足经济发展对货币信贷的合理需求。指导政策性银行加大对重点项目建设及农副产品收购的资金支持;鼓励商业银行对中央投资项目提供配套贷款,继续扩大信贷投放。四是加强窗口指导和政策引导,着力优化信贷结构。坚持区别对待、有保有压,鼓励金融机构加大对重点工程建设、中小企业、'三农’、灾后重建、助学、就业等的信贷支持,加大对技术改造、兼并重组、过剩产能转移、节能减排、发展循环经济的信贷支持,有针对性地培育和巩固消费信贷增长点。同时继续限制对“两高”行业和产能过剩行业劣质企业的贷款。五是进一步发挥债券市场融资功能。大力发展企业债、公司债、短期融资券和中期票据等非金融企业债务融资工具,拓宽企业融资渠道。六是加强对国际经济金融形势和资本流动的监测分析。进一步完善金融服务,促进贸易、投资便利化。加强对外投资的风险提示和监管,稳步推进资本项目可兑换。”
（和讯财经原创）
简评:近防通缩远防通胀,两者结合的结果可能是不对称减息、可能是息差缩小的减息。这样看,银行业绩可能在息差缩小的利空和业务量增加的利好的矛盾间发展。不一定跑赢大势而是跟随大势。但是,近防通缩对于沪深股市而言构成利好。
（和讯财经原创）
（三）机构动态/利好
（和讯财经原创）
上证报《美国银行行权 增持建行195.80亿股至19.13%》“从中国建设银行(601939,股吧)(601939)获悉,中国建设银行股份有限公司日前收到美国银行公司（简称'美国银行’）的通知,美国银行将根据与中央汇金投资有限责任公司（简称"汇金公司"）于2005年6月17日签订的《股份及期权认购协议》行使认购期权,从汇金公司购买19,580,153,370股建设银行H股,每股行权价格为2008年9月30日经审计每股净资产的1.2倍,并计划于2008年11月30日之前完成相关股份的交割。根据建设银行公告内容计算,本次行权后,汇金公司直接持有和通过其全资子公司中国建银投资有限责任公司间接持有的建设银行H股股份总数为133,262,144,534股,占该行已发行股份总数的比例约为57.03%;美国银行持有的该行H股股份数为44,713,127,716股,占该行已发行股份总数的比例约为19.13%。据悉,此次美国银行的行权价格是根据 "最近一期经审计每股净资产的1.2倍"与"H股IPO价的1.0712倍"孰高原则确定的。建设银行2008年9月30日经审计每股净资产为2.05元人民币,所以美国银行的行权价格为2.46元人民币,约2.80港元。而在美国银行入股建行和建行IPO时累计购入的191.33亿股禁售期结束时的10月27日,建行H股价收盘为2.62港元,盘中一度降到2.5港元左右,明显低于本次行权价格。据介绍,美国银行本次新购入的这195.80亿股仍将有锁定期安排,锁定期到2011年8月29日结束。”
（和讯财经原创）
简评:该消息对于金融板块构成一定程度的利好。目前铁建、水泥、网架等板块涨势过大,沪深股指面临60天线压力,需要新的上升动力才能支持股指进一步的上行。
（和讯财经原创）
（四）物价动态/利好利空并存
（和讯财经原创）
上证报《央行建议择机推进资源价格形成机制改革》“通胀压力缓解为结构调整提供了空间和时间窗口,因此,可择机推进资源价格形成机制改革,促进经济结构优化和发展方式转变,为长期内保持价格总水平的基本稳定奠定基础。”
（和讯财经原创）
简评:如果调整水价和电价、气价,则对于供水供气板块等构成利好刺激。可以精选其中的受益股。但是,对于用水用电的用户,则构成减利因素。需要具体对待、区别对待。
（和讯财经原创）
【作者：叶剑 来源：和讯网】 (责任编辑：刘琛)
------ Author's note: Monday up in Shanghai and Shenzhen, two cities close to 60 and facing pressure from the antenna. Ta Kong to intervene if needed to make good use of attention after echoed. Concerned about the price and less than 60 away from the antenna, be good to stimulate the species.
(And the original hearing Financial)
(A) the relationship between supply and demand / good
(And the original hearing Financial)
Shang Zhengbao "Haitong Securities Margin 4.0 billion super-scale", "Haitong Securities Margin is not super-size 4,000,000,000. Haitong Securities Bulletin, 14, held the 14th meeting of the board of directors to consider the adoption of the" on the company Margin of the operating business of the motion. "'s Board of directors agreed to carry out margin trading and securities lending business; authorized the company to operate according to market-determined or adjusted in the company's business Margin size of the pilot during the company's total business size of the Margin not more than 4,000,000,000 Yuan. (Ruan Xiaoqin) "
(And the original hearing Financial)
Review: Shanghai and Shenzhen continued to rise Monday, from the policy side, there is good in the post. But the 60 antennas have some short-term resistance leader in the Second Railway Authority (600,528, it shares) in the vicinity of 250 antennas have a certain resistance. Attention not rule out the shocks, Ta Kong will be able to make good use of shock, but not too much to absorb up to buy high.
(And the original hearing Financial) Recommended Reading
China Insurance Regulatory Commission: to encourage the investment of insurance funds into the market (with stocks) 2000 points, shares the list of institutions Feng Qiang
Bank of the six major initiatives to increase financial support to crude futures closed at a 17 month low of 22 Rogers: I was trying to invest in the mainland, Taiwan's agriculture is expected to JP Morgan Chase A shares within 3 months of the China Southern Airlines bottom of the application for recognition has not yet approved funding of the United States Bank of lightning to be overweight Construction Bank security around the growth of H shares with a total investment of more than 6 trillion (b) monetary policy / bad good co-exist mainly positive
(And the original hearing Financial)
Shang Zhengbao, "the central bank: anti-deflation monetary policy in recent anti-inflation far", "the central bank issued 17" in 2008 for the third quarter monetary policy report on the implementation of the "pointed out that the monetary policy to prevent deflation in the near future, because a lot of liquidity injection In the economic upturn may be translated into inflationary pressures, so the long-term to prevent inflation. According to the report, from international and domestic cyclical trends, current inflation pressures to ease significantly. On the one hand, as the financial sector to continue to leverage and producers And consumer confidence remains in the doldrums, the world's economic growth slowed down significantly, international commodity prices fell a trend in international oil prices fell below 60 U.S. dollars / barrel, copper, coal, and agricultural products (000,061, it shares), and other varieties of futures prices have sharply Down. Affected by this, China's high import prices down, in the third quarter dropped 0.2 percent the previous quarter. In addition, the trend of China's economic growth slowed significantly, the first three quarters of GDP growth rate dropped 2.3 percentage points year-on-year, PPI also rose from High dropped to 6.6 percent, while the CPI growth rate is 6 months in a row down. The macro-economic climate index in the first index of consumer expectations index, the business climate index also showed a downward trend. "
(And the original hearing Financial)
"The central bank report to the six major initiatives to increase financial support," the "People's Bank of China issued 17 in the third quarter monetary policy implementation report, the central bank will implement appropriate monetary policy, the banking system to ensure an adequate supply of liquidity to maintain currency Reasonable growth of credit to the six major initiatives to increase financial support to economic growth. First, in accordance with the changing economic and financial security in time to start the stable operation of the response plan, strengthening international cooperation to deal with the uncertain impact of the financial crisis. Strengthen international Monitoring the evolution of the financial situation, pay close attention to the domestic economic and financial situation changes, in time to develop, improve and start to deal with a variety of emergency plans. At the same time to strengthen international cooperation to enhance market confidence in financial markets and safeguard the stability of the financial system running. The second is to ensure that our financial System liquidity sufficient and timely financial institutions to provide liquidity support. In a timely manner appropriate to reduce open market operations, and pay close attention to the liquidity of the banking system and the distribution of structural changes in a variety of tools to make full use of temporary liquidity problems of financial institutions to provide financial support . The third is to promote the steady growth of total credit, bank credit increased economic growth support. Coordinating the use of policy instruments to meet the economic development of monetary credit to the reasonable requirements. Guiding policy banks to increase the focus on the construction and agricultural projects By-product of the acquisition of financial support; to encourage commercial banks to the central supporting loans for investment projects, to continue to expand credit. The fourth is to strengthen window guidance and policy guidance, efforts to optimize credit structure. Insist on discrimination, there is pressure to maintain and encourage financial institutions to increase Construction of key projects, small and medium enterprises, 'agriculture', post-disaster reconstruction, student and employment support for the credit, increase technology, mergers and acquisitions, the transfer of surplus production capacity, energy reduction, the development of circular economy, credit support, Targeted to foster and consolidate consumer credit growth. At the same time continue to limit the "high" industry overcapacity and low-grade corporate lending industry. The fifth is to further play the bond market financing function. To develop enterprise debt, bonds, short-term financing bill And medium-term notes, and other non-financial corporate debt financing tools, expand the financing channels for enterprises. Sixth, strengthen the international economic and financial situation and capital flows monitoring and analysis. To further improve financial services, trade promotion, investment facilitation. To strengthen the investment risk and tips Monitoring, steady capital account convertibility. "
(And the original hearing Financial)
Review: Anti-long deflation in recent anti-inflation, a combination of both results of the asymmetry may be to cut interest rates, may be of interest margin to narrow to cut interest rates. Look at it this way, the performance of the bank may reduce the interest rate differential of bad business and increase the contradictions between the development of good. But not necessarily outperform the general trend to follow the general trend. However, the recent anti-deflation for the Shanghai and Shenzhen stock markets constitute a good run.
(And the original hearing Financial)
(C) Dynamic / good
(And the original hearing Financial)
Shang Zhengbao, "Bank of America the right to visit China Construction Bank holdings 19,580,000,000 shares to 19.13 percent" "from the China Construction Bank (601,939, it shares) (601,939) was informed that the China Construction Bank Corp. received a letter from the Bank of America Corporation ( ' Bank of America ') notice, in accordance with the Bank of America Central Huijin Investment Co., Ltd. ( "Exchange") in June 17, 2005 signed the "Agreement of shares and options to subscribe" to exercise the call option from Huijin Construction Bank's purchase of 19,580,153,370 shares H shares, the exercise price per share for the September 30, 2008 audited net assets per share of 1.2 times and plans to November 30, 2008 prior to the completion of the delivery-related shares. According to the Bank Notice the contents of the calculation, this line right after the Huijin holds directly and through its wholly-owned subsidiary of China Jianyin Investment Co., Ltd. indirectly held by the Bank for the total number of H shares 133,262,144,534 shares, accounting for the bank's issued shares The total number of about 57.03 percent; Bank of America held by the bank for shares of H Unit 44,713,127,716 shares, accounting for the bank of the issued shares of the total number of about 19.13 percent. It is reported that the Bank of America's line is based on the price of the right " The most recent audited net assets per share of 1.2 times "and" H share IPO price of 1.0712 times, "the principle is higher. Bank Sept. 30, 2008 audited net asset per share was 2.05 yuan, the United States Bank of the line for the right price 2.46 yuan, about 2.80 Hong Kong dollar. Bank of America shares in China Construction Bank and China Construction Bank IPO when it purchased a total of 19,133,000,000 shares at the end of the period of the ban on October 27, China Construction Bank H share price closed 2.62 Hong Kong dollars after the Hong Kong dollar had fallen to around 2.5, significantly lower than the price of the right line. It was learned that the new Bank of America purchased it 19,580,000,000 shares will continue to have a lock-up, lock-up 2011 In the end of the August 29. "
(And the original hearing Financial)
Review: The news about the financial sector to a certain extent, good. At present, railway construction, cement, plate rack, such as excessive rise, the Shanghai and Shenzhen stock index of 60 antenna facing pressure from rising need for new impetus in order to support the stock price up further.
(And the original hearing Financial)
(D) of the dynamic price / bad good co-exist
(And the original hearing Financial)
Shang Zhengbao "recommended the central bank choose to promote the reform of resource pricing mechanism", "inflationary pressures to ease structural adjustment provided a window of time and space, therefore, can choose the right resources to promote the reform of the pricing mechanism and promote the optimization of economic structure and development patterns for long-term To maintain the overall price level basically stable to lay the foundation. "
(And the original hearing Financial)
Review: If you adjust the price of water and electricity, the price of gas, water supply for the plate, and so constitute a positive stimulus. Can be selected to benefit from the stock. However, water consumption for the company's customers are constituted by Lee factor. Require specific treatment, be treated differently.
(And the original hearing Financial)
【Author: Jian Source: Web and】 (Editor: LIU Chen)
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