新闻 > 经济
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China

李大霄:经济企稳是支撑股票市场目前向上的最主要因素

2017-09-09 16:46:40   中国经济网

经济日报-中国经济网北京9月9日讯(记者 关婧)证券日报与中国经济网联合举办的“七问中国股市”论坛今日举行,论坛邀请了七名专家学者,就IPO制度和退市制度常态化、完善并购重组市场、壮大长期资金规模、提高新三板市场流动性、机构投资者责任等问题进行了深入探讨。

英大证券研究所所长李大霄在论坛上发言,他指出中国股市已经逐渐迈入比较成熟的发展阶段,股市对中国经济的反映也越来越明确,可以说中国股市正渐渐成为经济的晴雨表。

英大证券研究所所长李大霄出席“七问中国股市”论坛并做主题发言。中国经济网张相成/摄

李大霄首先对目前国内外的经济形势进行了解读,他指出以美联储加息为契机,目前海外各主要经济体的利率正走向正常化,大宗商品价格有所回升,海外经济有所好转,相应的美股道琼斯指数和纳斯达克指数也创出阶段高点。

国内经济方面,李大霄认为目前我国经济处在下行后的横盘震荡阶段,重要的经济指标,如国内工业增加值、发电量、制造业采购经理指数(PMI)等稳中有升,特别是今年1-7月全国规模以上工业企业利润(PPI)同比增长21.2%,说明工业企业已经开始摆脱亏损的泥潭,显示中国经济增长动能仍然强劲。

李大霄认为,经济企稳是支撑股票市场的最主要因素,其次随着人民币汇率走强和外汇储备连续七个月的回升,目前中国股市的资金面已经出现了明显改善。“这类长期资本的入市,使得蓝筹股的底部开始抬高,再加上周期股的业绩在好转,这是目前整个市场走好的重要逻辑。为什么之前沪指3300点冲不过去,因为只有蓝筹股在涨,周期股和创业板在拖累,现在则是众志成城,整个市场往上走。”李大霄说到。

随着实体经济转好,资金对于上市公司增持的动作也越来越多。李大霄指出,银行、非银金融、房地产、基建和消费这五类上市公司的营业收入和利润都在上半年出现明显增长,将是现阶段中国股市最有投资价值的领域。

在谈到目前股市的利空因素时,李大霄认为第一个是随着新股发行市场扩容,使得整个市场估值水平回归合理区间。第二是大小非减持导致市场不会出现迅速走强的局面,第三是次新股泡沫被挤压可能会影响市场信心。第四是部分上市公司的回报还有待提升。

对于如何让中国股市走稳走强,李大霄提出了四点建议,“第一是融资者跟投资者的利益平衡,这是最直观重要的,第二是一级市场跟二级市场的平衡。第三是引入资金的速度跟融资速度的平衡,最后一个建议就是保护好投资者,保护中国散户就是保护中国股市,保护中国散户就是保护中国股市的未来。”

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China

相关阅读

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
分享到:
0 0
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China

美图推荐

404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China

为您推荐

加载更多>>
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China
404 Not Found

404 Not Found

Sorry for the inconvenience.
Please report this message and include the following information to us.
Thank you very much!

URL: http://3g.china.com:8080/act/news/11155042/20170909/31337432.html
Server: cms-9-53
Date: 2024/12/02 09:29:17

Powered by China
China