郭家耀: 港股通暂停大市乏方向 内地放宽投资准入利好
正荣金融业务部副总裁郭家耀称,美股周二(29日)走势下滑,投资者静待美国总统大选首场辩论消息,大市观望气氛浓厚,三大指数均录得跌幅收市。美元走势偏软,金价表现向好,油价大幅受压,美国十年期债息回落至0.65厘水平。港股预托证券大致向好,预料大市早段跟随高开。内地股市走势回稳,沪综指收市上升0.2%,沪深两市成交额继续保持清淡。
港股在长假前走势受压,港股通交易暂停,大市成交继续缩减。外围走势反覆,大市短期仍缺乏方向,指数续於23,000至23,800点水平上落。
另中证监、人民银行、国家外管理局日前发布《合格境外机构投资者和人民币合格境外机构投资者境内证券期货投资管理办法》,办法及配套规则修订主要涉及三大内容。一是降低准入门槛,便利投资运作。将QFII、RQFII资格和制度规则合二为一,放宽准入条件,简化申请文件,缩短审批时限,实施行政许可简易程序。
二是稳步有序扩大外资投资范围,新增允许QFII、RQFII投资内地全国中小企业股份转让系统挂牌证券、私募投资基金、金融期货、商品期货、期权等,允许外资参与债券回购、证券交易所融资融券、转融通证券出借交易。
三是加强持续监管。加强跨市场监管、跨境监管和穿透式监管,强化违规惩处,细化具体违规情形适用的监管措施等。
办法降低准入门槛,便利投资运作,并对投资标的大幅放开,标志中国资本市场对外开放再跨进一大步。此举有望拉动海外资本流入,带动更多中长期资金直接地进入中国市场,进一步提升A股市场结构,促进境内市场与国际接轨,带动内地金融机构的国际竞争力。
(笔者为证监会持牌人,没持有上述股份)~
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