港A異動丨中國平安AH股齊升超5% A股收復60元/股 市值站上1.1萬億!
中國平安AH股午後進一步拉昇,目前均升超5%,A股重回60元股價關口,市值站上1.1萬億元。消息面上,中國人民銀行6日召開外資金融機構座談會,聽取外資金融機構意見建議,研究進一步優化營商環境、推動金融業高水平對外開放有關工作。潘功勝指出,穩步推進金融服務業和金融市場制度型開放,拓展境內外金融市場互聯互通,促進貿易和投融資便利化,營造市場化、法治化、國際化一流營商環境,促進經濟持續回升向好、金融高質量發展。此外,備受市場期待的財政增量政策可能會在11月4日至8日召開的全國人大常委會上審議批准。多家券商和研究機構預測財政增量規模或至10萬億元,增量政策的核心是一份可能達到6萬億元的地方政府隱性債務化債方案,有研究者認為這份化債方案將分三年落地。摩通發報吿指,與美國大選相比,全國人大會議結果將成為中國金融股表現的更重要驅動力。資金方面,隨着三季報披露結束,多家外商獨資公募基金旗下權益類基金持倉情況浮出水面。富達基金旗下的富達傳承6個月股票、富達悦享紅利優選混合,以及施羅德基金、聯博基金均重倉中國平安。多位外資公募基金經理表示,9月下旬以來,一系列重磅政策的出台提振了A股市場表現,他們將持續觀察經濟基本面的改善情況,並在政策受益領域中挖掘投資標的。(格隆匯)
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