市值管理仍在困扰着“长期破净”的银行业。 10月20日晚, 23家A股上市公司宣布获得首批股票回购增持再贷款,合计资金达112亿元。10月21日,央行首次开展证券、基金、保险公司互换便利操作,操作金额500亿元。这意味着,引发近期A股行情的两项货币政策工具均已正式落地。 然而,银行似乎少了一点牛市“参与感”。 互换便利和再贷款这两项工具中,前者仅限证券、基金、保险公司参与,将银行排除...
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