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巴伦周刊:中国大牛市还会继续
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Topic: 巴伦周刊:中国大牛市还会继续 (Read 333 times)
jsgayo
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巴伦周刊:中国大牛市还会继续
May 05, 2015, 09:44:55 AM
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腾讯证券讯 北京时间5月5日《巴伦周刊》文章称,尽管中国股市已经出现惊人的涨势,但经济学家和策略师认为,牛市才刚刚开始。
在中国最高领导人的精心布局下,中国股市成为全球最火爆的牛市:过去一年,中国上证综指和深证成指的涨幅分别达到惊人的119%和121%。在对外国人开放的离岸股市香港,恒生指数尽管前期有些落后,但近期已经迎头赶上,仅四月就上涨了13%。
这种异常勇猛的上涨源自于投资者对更多货币宽松和市场改革的预期。在严格的海外投资限制和房地产市场下行环境中,中国人很乐意追随本国制造的大牛市。上周A股新开账户数量正以400多万的速度疯狂增长,而一年前仅为7万户。很多人甚至借钱挤进火热的股市,保证金余额已经超过了1.6万亿元,而16个月前仅为3000亿元。法国巴黎银行在四月中旬预计,超过70%的大陆上市公司市盈率超过50倍,40%超过100倍。
贝莱德中国股票投资负责人朱悦(Helen Zhu)称:“尽管股市已上涨,但这仅仅是个开始。在推动强劲的回报方面,结构性改革的推进比经济增长周期发挥了更大的作用,并减少了伴随着中国经济的尾部风险。”
美国投资管理公司Clough Capital Partners 首席执行官Chuck Clough对朱悦的说法表示认同。他认为,中国人近年来才刚刚开始买股票,“中国人从储蓄转向股票投资的大型运动才刚刚拉开序幕。”
批评者认为,中国只是用股市泡沫替换了房地产泡沫。但是,股市泡沫的“纸面”财富并不像空荡的房子和寂静的空路那样致命。只要看看美国2000年左右的科技股泡沫,尽管当时令人痛苦,但最终被证明比2007年美国房地产泡沫的破坏性要低,因为人们无需解决过剩的房产库存。
中国政府当然清楚:管理股市更加容易。政府通过国有企业持有很多大陆企业的股票,相当一部分股票不在流通股范围内。中国政府采取措施,大规模放宽大陆股市对外开放程度。沪港通交易机制于去年11月开通,全球投资者都可以通过这一机制交易大陆股票。
基于充裕的流动性,中国人对股市前景保持乐观态度。法国巴黎银行亚洲证券首席经济学家陈兴动称:“A股牛市很可能继续下去,除非中国政策制定者突然收紧措施。”
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