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热门
BIGGUY
11-06
$特朗普媒体科技集团(DJT)$
恭喜川大爷胜选47届美国🇺🇸总统
BIGGUY
07-06
$蔚来(NIO)$
[笑哭] 到底是啥样的韭菜精神看多啊
BIGGUY
07-03
$特斯拉(TSLA)$
可怕,多头下周等著哭吧!
BIGGUY
06-25
$Faraday Future(FFIE)$
韭菜已🈹,离场
BIGGUY
06-21
$英伟达(NVDA)$
大瀑布要来了,90见!
BIGGUY
05-17
$Faraday Future(FFIE)$
🤣必须上十块
BIGGUY
05-02
$特斯拉(TSLA)$
最近这两波趋势看出来这U就是裆企啊,玩球蛋,快跑
BIGGUY
04-30
$特斯拉(TSLA)$
韭菜炒鸡蛋,快跑,瀑布要来了
BIGGUY
04-29
$特斯拉(TSLA)$
快跑,马大嘴走后,该禁的还得禁,这一波拉高收🈹简直太专业了!
BIGGUY
04-26
$TSLA 20240517 140.0 PUT$
不急,冲高韭菜继续收割,马大嘴牛逼😂
BIGGUY
04-25
$TSLA 20240517 140.0 PUT$
再等等,择机入场
BIGGUY
04-25
$特斯拉(TSLA)$
马大嘴的隔空喊话这两天又成功诱了一波啊,今天底裤必须扒光😂,空起来
BIGGUY
04-24
$特斯拉(TSLA)$
明天飞流直下三千尺,今天涨的越欢,明天就会摔的越[笑哭]
BIGGUY
04-23
$特斯拉(TSLA)$
别装了啊,先100过度下
BIGGUY
04-20
$AMD 20240517 140.0 PUT$
今天芯片全部断崖,真正的瀑布已经来了
BIGGUY
04-19
$特斯拉(TSLA)$
下周继续小仓位做空😂
BIGGUY
04-18
$特斯拉(TSLA)$
40 我都说多了!继续🈳!
BIGGUY
04-16
$特斯拉(TSLA)$
140等着抄底
BIGGUY
04-11
$英特尔(INTC)$
赢麻了😂,大割们快冲啊
BIGGUY
04-09
$特朗普媒体科技集团(DJT)$
Mega韭菜又深深的割了一次😂
去老虎APP查看更多动态
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可怕,多头下周等著哭吧!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323435566784832","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320398255558904,"gmtCreate":1719254883765,"gmtModify":1719254885251,"author":{"id":"3545273531674521","authorId":"3545273531674521","name":"BIGGUY","avatar":"https://static.tigerbbs.com/6b687ab83c70e93367b2c17089bdfcd9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545273531674521","authorIdStr":"3545273531674521"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 韭菜已🈹,离场","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a><v-v data-views=\"0\"></v-v> 韭菜已🈹,离场","text":"$Faraday Future(FFIE)$ 韭菜已🈹,离场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320398255558904","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319092497379496,"gmtCreate":1718916894080,"gmtModify":1718916895542,"author":{"id":"3545273531674521","authorId":"3545273531674521","name":"BIGGUY","avatar":"https://static.tigerbbs.com/6b687ab83c70e93367b2c17089bdfcd9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545273531674521","authorIdStr":"3545273531674521"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 大瀑布要来了,90见!","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 大瀑布要来了,90见!","text":"$英伟达(NVDA)$ 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src=\"https://static.tigerbbs.com/6b837c72629028e36029884ea945ed2f\"></p><p><span>图片来自:央行官网</span></p><p><span><b>关注六大要点</b></span></p><p>据了解,相关的决定在2019年9月便已经做出,当时央行表示,国家外汇管理局正在按程序报请国务院取消相应行政许可项目,待批准后,由国务院统一对外公布。如今相关正式落地也意味着境外机构投资者迎来在境内投资的新时代。《规定》中提到以下六点需要关注:</p><p>1、<b>落实取消合格境外机构投资者和人民币合格境外机构投资者(简称合格投资者)境内证券投资额度管理要求,对合格投资者跨境资金汇出入和兑换实行登记管理。</b></p><p>2、实施本外币一体化管理,允许合格投资者自主选择汇入资金币种和时机。</p><p>3、大幅简化合格投资者境内证券投资收益汇出手续,取消中国注册会计师出具的投资收益专项审计报告和税务备案表等材料要求,改以完税承诺函替代。</p><p>4、<b>取消托管人数量限制,允许单家合格投资者委托多家境内托管人,并实施主报告人制度。</b></p><p>5、完善合格投资者境内证券投资外汇风险及投资风险管理要求。</p><p>6、人民银行、外汇局加强事中事后监管。</p><p>按照当日公布的政策问答,对于原仅拥有QFII或RQFII资格的合格投资者,默认原QFII托管人或原RQFII主报告人为主报告人,无需重新办理登记。如有调整的,应在调整后10个工作日内委托新的主报告人向国家外汇管理局申请办理变更登记。对于已经同时拥有QFII和RQFII资格的合格投资者,应在新规实施后30个工作日内指定一家托管人为主报告人,并在指定后10个工作日内委托该主报告人向国家外汇管理局申请办理变更登记。合格投资者应协助新的主报告人做好与其他托管人之间的信息报送等衔接工作。相关登记无需到现场办理,主报告人可选择将登记所需材料邮寄至国家外汇管理局。</p><p>规定实施后,对于仅拥有QFII资格的合格投资者汇入人民币开展境内证券期货投资,或仅拥有RQFII资格的合格投资者汇入外币开展境内证券期货投资的,无需重复申请新的产品或业务编码,托管人可沿用该合格投资者原有的产品或业务编码,按新规要求为其开立相应的账户、办理资金汇兑并进行国际收支申报。对于已同时拥有QFII和RQFII资格的合格投资者,其产品或业务编码的使用沿用原来方式。</p><p><span><b>市场有何影响?</b></span></p><p>21世纪经济报道援引一家股份制银行研究院的研究员观点称,<b>QFII和RQFII额度的放开,并不代表短时间内会有大量资金涌入中国资本市场。</b>一方面,根据去年情况,已经获批的QFII和 RQFII 额度并未用尽,额度空闲了不少;另 一方面,<b>陆股通开通后,北上资金的规模已经大幅超过了 QFII 和 RQFII, 此时放开额度的实际意义有限。</b></p><p>该研究员表示,虽然短期影响可能有限,但从中长期看,<b>外资进入中国资本市场的意愿将会不断提高。境内 A 股市场已经处于相对低位,低估值对于长线资金具有吸引力</b>,同时,随着 A 股纳入各类国际指数的比重不断提高,被动投资与主动投资的需求都会持续上升。同时,境内债券市场的收益率也显著高于欧美市场,特别是安全性高的利率债,将会继续受到外资的青睐,当然,QFII 和 RQFII 引入的资金更多的是投资于交易所债券市场,对银行间市场影响有限,银行间市场的外资介入,主要是依靠债券通来实现的。</p><p><span><b>QFII持仓A股市值超1500亿</b></span></p><p>近几年来,外资通过QFII和沪深股通渠道持续加仓A股,其中QFII持有A股市值超过1500亿元,陆通股最新持仓市值高达14788亿元,<b>合计持仓市值超过1.6万亿。</b></p><p>Wind数据显示,截至今年4月末,<b>共计326家合格境外机构投资者获批投资额度1113.76亿美元</b>;RQFII制度已从中国香港扩大到20个国家和地区,共计262家RQFII机构获批7587.72亿元人民币投资额度。</p><p><img src=\"https://static.tigerbbs.com/c37614619d7d94f0dd0d56fba79d140d\"></p><p>今年一季度,QFII机构出现在409家上市公司的前十大流通股股东名单上,持有104.91亿股,<b>持仓总市值达1546.48亿元</b>。其中宁波银行、北京银行、美的集团持仓市值均超百亿。</p><p><img src=\"https://static.tigerbbs.com/f1c709c4ff4499bc70c14e205ff31d15\"></p><p>增持数量方面,今年一季度,共有269只个股获得增持。其中*ST盐湖、美的集团增持数量最高,分别达0.83亿股、0.63亿股。此外海油工程、阳光城同期增持数量均超4000万股。</p><p><img src=\"https://static.tigerbbs.com/d086fa17b7f5a439dd89b289927b641e\"></p><p><span><b>北上资金持仓A股市值近1.5万亿</b></span></p><p>实际上,自2014年沪港通开启以来,外资主要还是通过沪深股通渠道买入A股。Wind数据显示,截止5月6日,<b>北上资金合计持有A股2061只,持仓市值高达14788亿元,远远超过QFII持仓规模。</b></p><p>在Wind二级行业中,<b>食品、饮料与烟草行业持仓市值超过3000亿元,占比20%</b>,此外,耐用消费品与服装、制药、生物科技与生命科学、资本货物、银行、技术硬件与设备6大行业持仓市值均超过千亿。</p><p><img src=\"https://static.tigerbbs.com/39c0eaf46f14d806db468ecca9602dcb\"></p><p>今年以来,外资通过沪深股通渠道净流入A股333.53亿元,其中沪股通渠道净流入23.76亿元,深股通渠道净流入309.76亿元。</p><p><img src=\"https://static.tigerbbs.com/b49cd6c2e38e4c6e906d8994cbe4327b\"></p><p><span>图片来自:Wind金融终端沪深港通监控模块</span></p><p>期间,北上资金增持A股760只,其中中国建筑、平安银行、永辉超市、保利地产、南山铝业、紫金矿业、中国中铁、中国化学、潍柴动力增持数量最多,均超过亿股。</p><p><img src=\"https://static.tigerbbs.com/f98d126a581283c3f42c3f17033ac0ed\"></p><p>从持仓股数占流通A股比例变动来看,有149股增持比例超过1%,其中密尔克卫、珀莱雅增持比例超过10%。</p><p><img src=\"https://static.tigerbbs.com/2073147f18840ebcca1f869ca3aed917\"></p>","collect":0,"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>重磅!QFII、RQFII “限购令”取消,看外资持股全名单</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重磅!QFII、RQFII “限购令”取消,看外资持股全名单\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2020-05-08 09:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四(5月7日)晚间,央行、国家外汇管理局发布《境外机构投资者境内证券期货投资资金管理规定》,明确并简化境外机构投资者境内证券期货投资资金管理要求,进一步便利境外投资者参与我国金融市场。</p><p><img src=\"https://static.tigerbbs.com/6b837c72629028e36029884ea945ed2f\"></p><p><span>图片来自:央行官网</span></p><p><span><b>关注六大要点</b></span></p><p>据了解,相关的决定在2019年9月便已经做出,当时央行表示,国家外汇管理局正在按程序报请国务院取消相应行政许可项目,待批准后,由国务院统一对外公布。如今相关正式落地也意味着境外机构投资者迎来在境内投资的新时代。《规定》中提到以下六点需要关注:</p><p>1、<b>落实取消合格境外机构投资者和人民币合格境外机构投资者(简称合格投资者)境内证券投资额度管理要求,对合格投资者跨境资金汇出入和兑换实行登记管理。</b></p><p>2、实施本外币一体化管理,允许合格投资者自主选择汇入资金币种和时机。</p><p>3、大幅简化合格投资者境内证券投资收益汇出手续,取消中国注册会计师出具的投资收益专项审计报告和税务备案表等材料要求,改以完税承诺函替代。</p><p>4、<b>取消托管人数量限制,允许单家合格投资者委托多家境内托管人,并实施主报告人制度。</b></p><p>5、完善合格投资者境内证券投资外汇风险及投资风险管理要求。</p><p>6、人民银行、外汇局加强事中事后监管。</p><p>按照当日公布的政策问答,对于原仅拥有QFII或RQFII资格的合格投资者,默认原QFII托管人或原RQFII主报告人为主报告人,无需重新办理登记。如有调整的,应在调整后10个工作日内委托新的主报告人向国家外汇管理局申请办理变更登记。对于已经同时拥有QFII和RQFII资格的合格投资者,应在新规实施后30个工作日内指定一家托管人为主报告人,并在指定后10个工作日内委托该主报告人向国家外汇管理局申请办理变更登记。合格投资者应协助新的主报告人做好与其他托管人之间的信息报送等衔接工作。相关登记无需到现场办理,主报告人可选择将登记所需材料邮寄至国家外汇管理局。</p><p>规定实施后,对于仅拥有QFII资格的合格投资者汇入人民币开展境内证券期货投资,或仅拥有RQFII资格的合格投资者汇入外币开展境内证券期货投资的,无需重复申请新的产品或业务编码,托管人可沿用该合格投资者原有的产品或业务编码,按新规要求为其开立相应的账户、办理资金汇兑并进行国际收支申报。对于已同时拥有QFII和RQFII资格的合格投资者,其产品或业务编码的使用沿用原来方式。</p><p><span><b>市场有何影响?</b></span></p><p>21世纪经济报道援引一家股份制银行研究院的研究员观点称,<b>QFII和RQFII额度的放开,并不代表短时间内会有大量资金涌入中国资本市场。</b>一方面,根据去年情况,已经获批的QFII和 RQFII 额度并未用尽,额度空闲了不少;另 一方面,<b>陆股通开通后,北上资金的规模已经大幅超过了 QFII 和 RQFII, 此时放开额度的实际意义有限。</b></p><p>该研究员表示,虽然短期影响可能有限,但从中长期看,<b>外资进入中国资本市场的意愿将会不断提高。境内 A 股市场已经处于相对低位,低估值对于长线资金具有吸引力</b>,同时,随着 A 股纳入各类国际指数的比重不断提高,被动投资与主动投资的需求都会持续上升。同时,境内债券市场的收益率也显著高于欧美市场,特别是安全性高的利率债,将会继续受到外资的青睐,当然,QFII 和 RQFII 引入的资金更多的是投资于交易所债券市场,对银行间市场影响有限,银行间市场的外资介入,主要是依靠债券通来实现的。</p><p><span><b>QFII持仓A股市值超1500亿</b></span></p><p>近几年来,外资通过QFII和沪深股通渠道持续加仓A股,其中QFII持有A股市值超过1500亿元,陆通股最新持仓市值高达14788亿元,<b>合计持仓市值超过1.6万亿。</b></p><p>Wind数据显示,截至今年4月末,<b>共计326家合格境外机构投资者获批投资额度1113.76亿美元</b>;RQFII制度已从中国香港扩大到20个国家和地区,共计262家RQFII机构获批7587.72亿元人民币投资额度。</p><p><img src=\"https://static.tigerbbs.com/c37614619d7d94f0dd0d56fba79d140d\"></p><p>今年一季度,QFII机构出现在409家上市公司的前十大流通股股东名单上,持有104.91亿股,<b>持仓总市值达1546.48亿元</b>。其中宁波银行、北京银行、美的集团持仓市值均超百亿。</p><p><img src=\"https://static.tigerbbs.com/f1c709c4ff4499bc70c14e205ff31d15\"></p><p>增持数量方面,今年一季度,共有269只个股获得增持。其中*ST盐湖、美的集团增持数量最高,分别达0.83亿股、0.63亿股。此外海油工程、阳光城同期增持数量均超4000万股。</p><p><img src=\"https://static.tigerbbs.com/d086fa17b7f5a439dd89b289927b641e\"></p><p><span><b>北上资金持仓A股市值近1.5万亿</b></span></p><p>实际上,自2014年沪港通开启以来,外资主要还是通过沪深股通渠道买入A股。Wind数据显示,截止5月6日,<b>北上资金合计持有A股2061只,持仓市值高达14788亿元,远远超过QFII持仓规模。</b></p><p>在Wind二级行业中,<b>食品、饮料与烟草行业持仓市值超过3000亿元,占比20%</b>,此外,耐用消费品与服装、制药、生物科技与生命科学、资本货物、银行、技术硬件与设备6大行业持仓市值均超过千亿。</p><p><img src=\"https://static.tigerbbs.com/39c0eaf46f14d806db468ecca9602dcb\"></p><p>今年以来,外资通过沪深股通渠道净流入A股333.53亿元,其中沪股通渠道净流入23.76亿元,深股通渠道净流入309.76亿元。</p><p><img src=\"https://static.tigerbbs.com/b49cd6c2e38e4c6e906d8994cbe4327b\"></p><p><span>图片来自:Wind金融终端沪深港通监控模块</span></p><p>期间,北上资金增持A股760只,其中中国建筑、平安银行、永辉超市、保利地产、南山铝业、紫金矿业、中国中铁、中国化学、潍柴动力增持数量最多,均超过亿股。</p><p><img src=\"https://static.tigerbbs.com/f98d126a581283c3f42c3f17033ac0ed\"></p><p>从持仓股数占流通A股比例变动来看,有149股增持比例超过1%,其中密尔克卫、珀莱雅增持比例超过10%。</p><p><img src=\"https://static.tigerbbs.com/2073147f18840ebcca1f869ca3aed917\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196686673","content_text":"周四(5月7日)晚间,央行、国家外汇管理局发布《境外机构投资者境内证券期货投资资金管理规定》,明确并简化境外机构投资者境内证券期货投资资金管理要求,进一步便利境外投资者参与我国金融市场。图片来自:央行官网关注六大要点据了解,相关的决定在2019年9月便已经做出,当时央行表示,国家外汇管理局正在按程序报请国务院取消相应行政许可项目,待批准后,由国务院统一对外公布。如今相关正式落地也意味着境外机构投资者迎来在境内投资的新时代。《规定》中提到以下六点需要关注:1、落实取消合格境外机构投资者和人民币合格境外机构投资者(简称合格投资者)境内证券投资额度管理要求,对合格投资者跨境资金汇出入和兑换实行登记管理。2、实施本外币一体化管理,允许合格投资者自主选择汇入资金币种和时机。3、大幅简化合格投资者境内证券投资收益汇出手续,取消中国注册会计师出具的投资收益专项审计报告和税务备案表等材料要求,改以完税承诺函替代。4、取消托管人数量限制,允许单家合格投资者委托多家境内托管人,并实施主报告人制度。5、完善合格投资者境内证券投资外汇风险及投资风险管理要求。6、人民银行、外汇局加强事中事后监管。按照当日公布的政策问答,对于原仅拥有QFII或RQFII资格的合格投资者,默认原QFII托管人或原RQFII主报告人为主报告人,无需重新办理登记。如有调整的,应在调整后10个工作日内委托新的主报告人向国家外汇管理局申请办理变更登记。对于已经同时拥有QFII和RQFII资格的合格投资者,应在新规实施后30个工作日内指定一家托管人为主报告人,并在指定后10个工作日内委托该主报告人向国家外汇管理局申请办理变更登记。合格投资者应协助新的主报告人做好与其他托管人之间的信息报送等衔接工作。相关登记无需到现场办理,主报告人可选择将登记所需材料邮寄至国家外汇管理局。规定实施后,对于仅拥有QFII资格的合格投资者汇入人民币开展境内证券期货投资,或仅拥有RQFII资格的合格投资者汇入外币开展境内证券期货投资的,无需重复申请新的产品或业务编码,托管人可沿用该合格投资者原有的产品或业务编码,按新规要求为其开立相应的账户、办理资金汇兑并进行国际收支申报。对于已同时拥有QFII和RQFII资格的合格投资者,其产品或业务编码的使用沿用原来方式。市场有何影响?21世纪经济报道援引一家股份制银行研究院的研究员观点称,QFII和RQFII额度的放开,并不代表短时间内会有大量资金涌入中国资本市场。一方面,根据去年情况,已经获批的QFII和 RQFII 额度并未用尽,额度空闲了不少;另 一方面,陆股通开通后,北上资金的规模已经大幅超过了 QFII 和 RQFII, 此时放开额度的实际意义有限。该研究员表示,虽然短期影响可能有限,但从中长期看,外资进入中国资本市场的意愿将会不断提高。境内 A 股市场已经处于相对低位,低估值对于长线资金具有吸引力,同时,随着 A 股纳入各类国际指数的比重不断提高,被动投资与主动投资的需求都会持续上升。同时,境内债券市场的收益率也显著高于欧美市场,特别是安全性高的利率债,将会继续受到外资的青睐,当然,QFII 和 RQFII 引入的资金更多的是投资于交易所债券市场,对银行间市场影响有限,银行间市场的外资介入,主要是依靠债券通来实现的。QFII持仓A股市值超1500亿近几年来,外资通过QFII和沪深股通渠道持续加仓A股,其中QFII持有A股市值超过1500亿元,陆通股最新持仓市值高达14788亿元,合计持仓市值超过1.6万亿。Wind数据显示,截至今年4月末,共计326家合格境外机构投资者获批投资额度1113.76亿美元;RQFII制度已从中国香港扩大到20个国家和地区,共计262家RQFII机构获批7587.72亿元人民币投资额度。今年一季度,QFII机构出现在409家上市公司的前十大流通股股东名单上,持有104.91亿股,持仓总市值达1546.48亿元。其中宁波银行、北京银行、美的集团持仓市值均超百亿。增持数量方面,今年一季度,共有269只个股获得增持。其中*ST盐湖、美的集团增持数量最高,分别达0.83亿股、0.63亿股。此外海油工程、阳光城同期增持数量均超4000万股。北上资金持仓A股市值近1.5万亿实际上,自2014年沪港通开启以来,外资主要还是通过沪深股通渠道买入A股。Wind数据显示,截止5月6日,北上资金合计持有A股2061只,持仓市值高达14788亿元,远远超过QFII持仓规模。在Wind二级行业中,食品、饮料与烟草行业持仓市值超过3000亿元,占比20%,此外,耐用消费品与服装、制药、生物科技与生命科学、资本货物、银行、技术硬件与设备6大行业持仓市值均超过千亿。今年以来,外资通过沪深股通渠道净流入A股333.53亿元,其中沪股通渠道净流入23.76亿元,深股通渠道净流入309.76亿元。图片来自:Wind金融终端沪深港通监控模块期间,北上资金增持A股760只,其中中国建筑、平安银行、永辉超市、保利地产、南山铝业、紫金矿业、中国中铁、中国化学、潍柴动力增持数量最多,均超过亿股。从持仓股数占流通A股比例变动来看,有149股增持比例超过1%,其中密尔克卫、珀莱雅增持比例超过10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":989830743,"gmtCreate":1582788375382,"gmtModify":1704347667684,"author":{"id":"3545273531674521","authorId":"3545273531674521","name":"BIGGUY","avatar":"https://static.tigerbbs.com/6b687ab83c70e93367b2c17089bdfcd9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545273531674521","idStr":"3545273531674521"},"themes":[],"htmlText":"$美国银行(BAC)$ 28-30 可以上车。","listText":"$美国银行(BAC)$ 28-30 可以上车。","text":"$美国银行(BAC)$ 28-30 可以上车。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/989830743","isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456140950403382","authorId":"3456140950403382","name":"小小侠","avatar":"https://static.tigerbbs.com/388091dc2c3baffdd50d6896ec0537b9","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3456140950403382","idStr":"3456140950403382"},"content":"这车貌似要翻了。。。","text":"这车貌似要翻了。。。","html":"这车貌似要翻了。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289165170008296,"gmtCreate":1711606639383,"gmtModify":1711608122357,"author":{"id":"3545273531674521","authorId":"3545273531674521","name":"BIGGUY","avatar":"https://static.tigerbbs.com/6b687ab83c70e93367b2c17089bdfcd9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545273531674521","idStr":"3545273531674521"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>等到650建仓。。。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>等到650建仓。。。","text":"$英伟达(NVDA)$ 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