里昂:预计A股市场3月两会之前将保持稳定 内银首选工行及建行

格隆汇
24 Jan

里昂发表研报提及,中国监管机构鼓励向A股注入长期资本,目标每年增加公募基金A股流通股持有量10%,同时鼓励大型国有保险公司将30%新增保费投入股市。里昂预计,每年来自保险公司流入A股的资金介乎约1350至1500亿元。虽然该幅度可能没有市场预期那么大,但认为中央的政策方向令人鼓舞。第三阶段共同基金费用削减或会在今年推出,但该行认为负面影响在于价格,对经纪商盈利影响较小。里昂亦预期,A股将维持升势...

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