9月26日,以跟踪中国股市为主的 中国大盘股ETF-iShares 盘前大涨5.01%,主要是因为市场对中国政府新一轮刺激计划能够提振经济增长的乐观预期。
高盛集团的一份机构经纪报告显示,周二中国股市录得2021年3月以来最大单日净买入,为过去十年内次高水平,买盘几乎完全是由增持多头头寸的投资者所主导,以A股为主,H股次之。对冲基金也大举买入FXI看涨期权,未平仓合约数量创十年来最大增量。这表明对冲基金等机构投资者正在大举押注中国新一轮刺激政策能奏效。
不过,高盛策略师也警示,中国的货币刺激措施足以催生又一轮政策推动型反弹,但"可能不足以从根本上扭转局面"。市场对新一轮刺激政策能否持续推动中国经济增长的疑虑仍存。投资者需要继续密切关注相关政策的落实效果,以及对资金流向和市场情绪的影响。
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