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中国股市9日大幅回调收低。截至当天收盘,沪指跌6.62%报3258.86点,深证成指跌8.15%报10557.81点,创业板指跌10.59%报2280.1点,北证50指数跌12.11%;两市合计成交29398亿元。 发改委8日宣讲的“一揽子增量政策”缺乏数量细节,令市场的热情降温。一些分析师还警告本轮股市反弹速度过快。此外,接近40家A股上市公司8日晚披露了减持计划公告。这也可能打压市场情绪。 继发改委之后,财政部也将于10月12日宣讲“加大财政政策逆周期调节力度、推动经济高质量发展”有关情况。 中国人民…
财政部10月12日宣讲政治局部署的增量财税政策:
拟一次性增加较大规模债务限额,供地方政府置换存量隐性债务。这是“近年来力度最大”的一次化债措施,具体数额由人大审议公布。
允许用保障性安居工程补助资金收购存量商品房,用专项债资金回收房企闲置土地。抓紧明确取消普通住宅和非普通住宅标准相衔接的增值税、土地增值税政策。
今年内将本硕博国奖名额翻倍,本专科国奖金额提高。2025年提高研究生学业奖学金标准。以期提升学生整体消费能力。
发特别国债补充大型银行核心一级资本,正在等待各行提交具体方案,后续它们将在证交所作信息披露。
中央财政还有较大的举债和赤字提升空间,正研究其他政策工具。
财政部中国网



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财政部10月12日宣讲政治局部署的增量财税政策:
拟一次性增加较大规模债务限额,供地方政府置换存量隐性债务。这是“近年来力度最大”的一次化债措施,具体数额由人大审议公布。
允许用保障性安居工程补助资金收购存量商品房,用专项债资金回收房企闲置土地。抓紧明确取消普通住宅和非普通住宅标准相衔接的增值税、土地增值税政策。
今年内将本硕博国奖名额翻倍,本专科国奖金额提高。2025年提高研究生学业奖学金标准。以期提升学生整体消费能力。
发特别国债补充大型银行核心一级资本,正在等待各行提交具体方案,后续它们将在证交所作信息披露。
中央财政还有较大的举债和赤字提升空间,正研究其他政策工具。
财政部中国网

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That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future. So, uh, whenever I hear about Telegram, it’s always in relation to something bad. What gives? "There are several million Russians who can lift their head up from propaganda and try to look for other sources, and I'd say that most look for it on Telegram," he said. "We as Ukrainians believe that the truth is on our side, whether it's truth that you're proclaiming about the war and everything else, why would you want to hide it?," he said. The Securities and Exchange Board of India (Sebi) had carried out a similar exercise in 2017 in a matter related to circulation of messages through WhatsApp.
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