“国家队”跑步进场！刚增持四大行，又买入ETF，什么信号？_老虎社区_美港股上老虎

“国家队”跑步进场！刚增持四大行，又买入ETF，什么信号？

格隆汇2023-10-24

重磅利好！10月23日晚，中央汇金发布公告称，公司今日买入交易型开放式指数基金（ETF），并将在未来继续增持。回顾来看，这已经是“国家队”第二次出手了！此前，在本月11日，中央汇金公司宣布已增持农业银行、中国银行、建设银行、工商银行四大行，并将在未来六个月继续增持。中央汇金再出手据有关资料显示，中央汇金是依据《中华人民共和国公司法》由国家出资设立的国有独资公司。直接控股参股金融机构包括六家商业银行...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

一天翻一番
·2023-10-24
就是砸
回复
点赞
举报
PandaPong
·2023-10-24
死之前都要经历急救，这是标准操作。
回复
点赞
举报
黑皮东东
·2023-10-24
继续跌的信号
回复
2
举报
收起
- 张狗剩:
  时间会检验
  2023-11-06
  回复
  举报
- ruan_7128:
  非常赞同！
  2023-10-24
  回复
  举报
金慧640
·2023-10-24
依法增持，好！
回复
点赞
举报
捶胸的猩猩
·2023-10-24
老乡，别走有利好
回复
1
举报
T20220120001
·2023-10-24
能有啥信号？？？能改变什么问题？？股市破5000点？老百姓都能赚到钱？天天就靠标题忽悠人[愤怒]
回复
1
举报
酱拐拐
·2023-10-24
j8信号继续跌的人信号
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2377113027?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/397afb0d2939f7022bb64f0c8b58f9fa","is_english":false,"pubTime":"2023-10-24 08:17","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2377113027","market":"hk","top_or_hot":-1,"title":"“国家队”跑步进场！刚增持四大行，又买入ETF，什么信号？","media":"格隆汇","content":"<div>\n<p>重磅利好！10月23日晚，中央汇金发布公告称，公司今日买入交易型开放式指数基金（ETF），并将在未来继续增持。回顾来看，这已经是“国家队”第二次出手了！此前，在本月11日，中央汇金公司宣布已增持农业银行、中国银行、建设银行、工商银行四大行，并将在未来六个月继续增持。中央汇金再出手据有关资料显示，中央汇金是依据《中华人民共和国公司法》由国家出资设立的国有独资公司。直接控股参股金融机构包括六家商业银行...</p>\n\n<a href=\"https://www.gelonghui.com/p/655445\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“国家队”跑步进场！刚增持四大行，又买入ETF，什么信号？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“国家队”跑步进场！刚增持四大行，又买入ETF，什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-24 08:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/655445><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>重磅利好！10月23日晚，中央汇金发布公告称，公司今日买入交易型开放式指数基金（ETF），并将在未来继续增持。回顾来看，这已经是“国家队”第二次出手了！此前，在本月11日，中央汇金公司宣布已增持农业银行、中国银行、建设银行、工商银行四大行，并将在未来六个月继续增持。中央汇金再出手据有关资料显示，中央汇金是依据《中华人民共和国公司法》由国家出资设立的国有独资公司。直接控股参股金融机构包括六家商业银行...</p>\n\n<a href=\"https://www.gelonghui.com/p/655445\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HSI","symbol_name":"恒生指数","start_time":0,"source_url":"https://www.gelonghui.com/p/655445","article_id":"2377113027","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/397afb0d2939f7022bb64f0c8b58f9fa"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2377113027","pubTimestamp":1698106676,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"重磅利好！","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"HSI":"恒生指数","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4550":"红杉资本持仓","BK0188":"融资融券","BK0187":"一线龙头","BK0278":"货币金融","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK0183":"MSCI概念","BK0012":"证金概念","LU1226287529.USD":"UBS (LUX) KEY SELECTION SICAV - CHINA ALLOCATION  OPPORTUNITY (USD) \"P\" (USD) ACC","000001":"平安银行","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK0028":"国家队","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK0201":"可转债"},"translate_title":"\"National Team\" runs into the stadium! Just increased the holdings of the four major banks and bought ETFs. What is the signal?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/165afc0607b151ad57ad5e13aab0d812","symbols_score_info":{"HSI":1,"000001":0.9},"content_text":"重磅利好！10月23日晚，中央汇金发布公告称，公司今日买入交易型开放式指数基金（ETF），并将在未来继续增持。回顾来看，这已经是“国家队”第二次出手了！此前，在本月11日，中央汇金公司宣布已增持农业银行、中国银行、建设银行、工商银行四大行，并将在未来六个月继续增持。中央汇金再出手据有关资料显示，中央汇金是依据《中华人民共和国公司法》由国家出资设立的国有独资公司。直接控股参股金融机构包括六家商业银行、四家证券公司、两家保险公司和四家其他机构。主要职能是对国有重点金融企业进行股权投资，以出资额为限代表国家依法对国有重点金融企业行使出资人权利和履行出资人义务，实现国有金融资产保值增值。在2015年时，中央汇金就曾在二级市场买入交易型开放式指数基金（ETF）。当年7月5日，中央汇金发布公告称，公司已于近期在二级市场买入交易型开放式指数基金 (ETF)，并将继续相关市场操作。随后在7月8日，中央汇金再度发布公告，称坚决维护证券市场稳定，在股市异常波动期间，承诺不减持所持有的上市公司股票，并要求控股机构不减持所持有的控股上市公司股票，支持控股机构择机增持。历次以来，中央汇金增持往往能带动股指短时间内走强。在中央汇金宣布买入ETF后，2015年7月6日和7月9日上证综指分别上涨2.36%和5.45%。增持四大行就在本月11日，工农中建四大国有大行均发布公告，宣布获得控股股东中央汇金投资有限责任公司增持。工商银行获中央汇金增持A股2761万股。增持后，汇金公司持有工商银行A股股份1237.45亿股，约占工商银行总股本的34.72%。农业银行获中央汇金增持A股3727万股。增持后，汇金公司持有农业银行A股股份1401.25亿股，约占农业银行总股本的40.04%。中国银行获中央汇金增持A股2489万股。增持后，汇金公司持有中国银行A股股份1884.86亿股，约占中国银行总股本的64.03%。建设银行获中央汇金增持A股1838万股。增持后，汇金公司共持有建设银行股份1428.05亿股，约占建设银行已发行总股本的57.12%。此外，四大行公告还指出，中央汇金拟在未来6个月内（自本次增持之日起算）以自身名义继续在二级市场增持其股份。二次出手意味着什么？上一次，中央汇金增持四大行，被市场视为重要政策信号。东北证券指出，中央汇金作为“国家队”增持四大行具有较强的信号意义，历史上国家队增持是市场构筑中期底部的标志性事件。考虑到9月份以来产业资本减持力度减弱、境外资金已改变单边净流出的趋势，叠加中央汇金增持“四大行”等利好，这意味着目前A股已至中期市场底部区域，投资者应保持耐心。中信建投证券表示，中央汇金罕见同时增持四大行信号意义明确。当前，A股陷入增量资金不足的困境，市场对于设立平准基金、以中长期资金救市的呼声渐高，此次中央汇金增持即中长期资金入市提供流动性，为A股护盘。东莞证券认为，复盘历史，中央汇金分别于2008年、2009年、2011年、2012年、2013年、2015年多次增持银行股，增持后二级市场反馈良好。近期A股表现相对疲软，信心不足，本次增持有利于提振市场情绪与稳定市场预期，并带动更多增量资金入场。再加上本次，中央汇金宣布买入交易型开放式指数基金（ETF），并将在未来继续增持，有望进一步增强市场投资者的信心。分析人士指出，一方面，中央汇金公司增持大盘蓝筹ETF体现了国家维护资本市场稳定的决心，也凸显了资本市场的配置价值。另一方面，ETF跟踪市场指数，代表市场整体。增持大盘蓝筹ETF对相关蓝筹指数的支撑作用更直接，对市场整体情绪的提振也更直接。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":233749141991464,"gmtCreate":1698111743380,"gmtModify":1698111744719,"author":{"id":"3482978996177370","authorId":"3482978996177370","name":"一天翻一番","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3482978996177370","authorIdStr":"3482978996177370"},"htmlText":"就是砸","listText":"就是砸","text":"就是砸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233749141991464","repostId":2377113027,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":234006959513664,"gmtCreate":1698111159656,"gmtModify":1698111161093,"author":{"id":"3482988025047301","authorId":"3482988025047301","name":"PandaPong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3482988025047301","authorIdStr":"3482988025047301"},"htmlText":"死之前都要经历急救，这是标准操作。","listText":"死之前都要经历急救，这是标准操作。","text":"死之前都要经历急救，这是标准操作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234006959513664","repostId":2377113027,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":233802504200464,"gmtCreate":1698109638444,"gmtModify":1698109639938,"author":{"id":"4096729230922880","authorId":"4096729230922880","name":"黑皮东东","avatar":"https://static.tigerbbs.com/dac9331f51f2ff89e3d7af0afb0e31ee","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"4096729230922880","authorIdStr":"4096729230922880"},"htmlText":"继续跌的信号","listText":"继续跌的信号","text":"继续跌的信号","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/233802504200464","repostId":2377113027,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":8083466,"gmtCreate":1699249520948,"gmtModify":1699249524692,"authorId":3440423533696248,"author":{"id":3440423533696248,"idStr":"3440423533696248","authorId":3440423533696248,"name":"张狗剩","avatar":"https://static.tigerbbs.com/95ee054a2f38ca9ea17bbb01b10bb9ba","vip":1,"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":233802504200464,"type":1,"supId":8079402,"prevId":0,"content":"时间会检验","text":"时间会检验","html":"时间会检验"},{"id":8079402,"gmtCreate":1698109825751,"gmtModify":1698109829420,"authorId":4131409357956500,"author":{"id":4131409357956500,"idStr":"4131409357956500","authorId":4131409357956500,"name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":233802504200464,"type":1,"supId":0,"prevId":0,"content":"非常赞同！","text":"非常赞同！","html":"非常赞同！"}],"langContent":"CN"},{"id":233799677751368,"gmtCreate":1698108903706,"gmtModify":1698108905164,"author":{"id":"3580433720299185","authorId":"3580433720299185","name":"金慧640","avatar":"https://static.tigerbbs.com/93523006114787b952e03280cc7ad54d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3580433720299185","authorIdStr":"3580433720299185"},"htmlText":"依法增持，好！","listText":"依法增持，好！","text":"依法增持，好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233799677751368","repostId":2377113027,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":233799725625464,"gmtCreate":1698108898801,"gmtModify":1698108900210,"author":{"id":"3452807680981967","authorId":"3452807680981967","name":"捶胸的猩猩","avatar":"https://static.tigerbbs.com/84be823430835c8d1616edc06fcf5702","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3452807680981967","authorIdStr":"3452807680981967"},"htmlText":"老乡，别走有利好","listText":"老乡，别走有利好","text":"老乡，别走有利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233799725625464","repostId":2377113027,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":233796616818760,"gmtCreate":1698108156407,"gmtModify":1698111559053,"author":{"id":"3441122111583105","authorId":"3441122111583105","name":"T20220120001","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3441122111583105","authorIdStr":"3441122111583105"},"htmlText":"能有啥信号？？？能改变什么问题？？股市破5000点？老百姓都能赚到钱？天天就靠标题忽悠人[愤怒]&nbsp;&nbsp;","listText":"能有啥信号？？？能改变什么问题？？股市破5000点？老百姓都能赚到钱？天天就靠标题忽悠人[愤怒]&nbsp;&nbsp;","text":"能有啥信号？？？能改变什么问题？？股市破5000点？老百姓都能赚到钱？天天就靠标题忽悠人[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233796616818760","repostId":2377113027,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":233796549615632,"gmtCreate":1698108124785,"gmtModify":1698111553586,"author":{"id":"4109156923310670","authorId":"4109156923310670","name":"酱拐拐","avatar":"https://static.tigerbbs.com/abd46aeed751ed6313cf5f6e6aeb3273","vip":1,"crmLevel":3,"crmLevelSwitch":1,"idStr":"4109156923310670","authorIdStr":"4109156923310670"},"htmlText":"j8信号 继续跌的人信号","listText":"j8信号 继续跌的人信号","text":"j8信号 继续跌的人信号","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/233796549615632","repostId":2377113027,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":7,"repostSize":6,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}