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央媽的大白話
格隆匯 01-18 21:56

作者 | 明野

數據支持 | 勾股大數據(www.gogudata.com)

今天市場最重要的信息肯定就是央行的發佈會了,信息量很大。

直接上原話,看完應該都能明白啥意思。

“貨幣市場和債券市場利率也相應下行”

“LPR會及時充分反映市場利率變化,引導企業貸款利率下行”。 

“商業銀行對資金成本等各種因素比較敏感,會及時考慮各種因素的最新變化,進行報價”

“在經濟下行壓力根本緩解之前,不利於穩的政策不出台,有利於穩的政策多出台”;

“金融部門不但要迎客上門,還要主動出擊”,

“現在雖然是年初,但一年的時間很短,一年之計在於春,所以我們要抓緊做事,前瞻操作,走在市場曲線的前面,及時迴應市場的普遍關切,不能拖,拖久了,市場關切落空了,落空了就不關切了,不關切就“哀莫大於心死”,後面的事就難辦了”。 

“把貨幣政策工具箱開得再大一些,保持總量穩定,避免信貸塌方”

“增強信貸總量增長的穩定性,引導金融機構有力擴大信貸投放”

“創新和運用好結構性貨幣政策工具,做好“加法”,繼續加大對小微企業、科技創新、綠色發展的信貸支持”。

“增強人民幣匯率彈性,發揮匯率調節宏觀經濟和國際收支自動穩定器功能”

“人民幣匯率的變化主要由市場決定,既可能升值,也有可能貶值,彈性增強”。

個人用直白的話翻譯就是,週四降息,趕緊去放貸,找那些小微、科技、綠色企業,快點,來不及了,匯率咱先放一放。

於此同時,今天市場比較有意思的就是九安醫療蹦了,差點走成了天地板,最高點88.88,和你説了兩遍“拜拜”

後面的市場風格,大概率要換換了。

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