中信建投首席經濟學家黃文濤:當前堅決穩住資本市場的政策意圖十分明確
格隆匯4月7日|全球市場進入大調整,中信建投證券首席經濟學家黃文濤表示,亞洲市場普遍暴跌,特朗普“對等關稅”帶來的全球宏觀風險導致的流動性危機是主要原因。從市場的最新表現來看,中央匯金公司已經開始爲市場提供流動性,以“平準基金”的角色,在市場企穩和尾盤反彈中起到了關鍵作用。當前堅決穩住資本市場的政策意圖十分明確,平準基金和陸續出臺的政策將在流動性和風險偏好兩個層面爲市場提供支撐。在當前的市場位置上,投資者無需過度悲觀。預計未來一段時間,中央匯金還將繼續增加增持力度,爲市場提供流動性支持,這將大大穩定A股流動性和提振市場信心。
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