【新唐人2012年9月22日訊】最近,跌跌不休的中國股市在週四再創新低後,週五開低震盪小幅上揚,但後繼無力。顯然市場低迷氣氛未減。稍早前,有大陸官方經濟學者指稱,中國股市不缺錢,缺的是信心。但有專家和業內人士則認為,目前大陸不僅缺錢、還缺信心。
中國股市在20號繼續跌到新低點,滬指以2024.84收盤,創下43個月以來新低,股指再度接近岌岌可危的2000點保衛戰關卡;A股市值一天蒸發了5000億人民幣;深證成指也大跌2.72%。緊跟著,週五股市小跌開盤後不久轉黑翻紅,但力道薄弱,最終,幾指都在平盤上下收盤。
投資諮詢經理人施先生21號向《新唐人》透露,只作國內股票市場等產品的分析師或經理人,基本目前已經無路可走。曾經風光的證券經理,現在一個月只領2千元人民幣。
投資諮詢經理人施先生:「這兩年,基本上都是客戶也虧錢,他們也沒得幹。因為客戶都虧錢,那你有甚麼好搞的。所以,現在,在國內做金融這一塊的人,也是很困難。」
但大陸業內人士向媒體表示,在資金層面,央行在連續三週淨回籠後,重新加大資金投放力度。週四,實施了兩種期限的逆回購操作,共計1600億人民幣,全周淨投放1010億人民幣,值得關注。
經濟學家,「美國南卡羅萊納大學」艾肯商學院教授謝田就此向《新唐人》表示,逆回購操作,事實上,和美聯儲推出QE3第三次量化寬鬆的本質是一樣的。也就是,中共當局通過買回債券向市場體系注入現金。
經濟學家謝田:「其中有一部分可能會投向房市和股市。要這樣的話也許會對股市、房市帶動一些刺激作用,但最關鍵的問題或更大的影響,是這些資金繼續投入市場的話,肯定會進一步推高中國的通貨膨脹。」
據報導,今年以來,全球股市不論是美國或歐洲,三大股指纍計都上漲,上行最低5.67%、最高25.30%﹔而亞洲主要市場中,截至20號收盤,日經225指數今年以來纍計上行7.47%,香港恆生指數則纍計上行了11.70%。
相比之下,雖然,中共國家統計局的資料顯示,中國上半年的GDP第一季度增長8.1%,第二季度增長7.6%。但上證綜指今年以來纍計下行了7.94%,深證成指則纍計下行了8.03%。A股的總市值則縮水超過1萬億人民幣。
一些機構的所謂操盤手,仍然不斷髮出訊息,聲稱,股市已處低位,可以進場佈局。施先生認為,這些建議都是騙人。
投資諮詢經理人施先生:「很多買了股票的人出不來,就沒辦法;沒買股票的人基本上他不會隨隨便便,在目前那種情況下,做甚麼抄底這種想法的,新股民現在也不多,因為市場不好,誰也不去弄這個事情,弄這個事情大家都是覺得他腦滲水的、入水的,肯定。」
中共當局長期以來粉飾的榮景,為甚麼難以再現?上週三,人大常委會委員、經濟學家辜勝阻向媒體表示,中國不缺錢,但對於中國資本市場而言,缺的是信心。
但謝田分析,事實上,中共中央完全靠大量的,印鈔票來刺激投資,因此而造成嚴重通貨膨脹;而許多地方當局目前以貸款來發放工資,也很缺錢。
經濟學家謝田:「那一般的百姓他們在房價這麼高﹔醫療、教育的費用這麼高﹔通貨膨脹也上漲得這麼快,百姓肯定是缺錢。我想不缺錢的人,可能就是高幹子弟、中共高官、裙帶關係者,就是這個既得利益集團,佔中國的可能0.5%的這種極少數的人,他們是不缺錢。」
中國有法律,但沒有真正的法治。謝田指出,股市實際上是中共當局一個「圈錢的工具」,散戶、小戶的利益得不到保障,當然賺不到錢。
採訪編輯/梁欣 後製/鍾元
Shanghai Stock Index Reached the Lowest Point in 43 months,
Will it Break 2000 points?
Recently, the Chinese stock market decreased continually.
On Thursday Sep.20th, it reached a new low point.
On Friday Sep. 21st, it opened low and slightly increased
later but had no power to rise higher.
The downturn atmosphere is still covering the market.
Earlier, some Chinese economic scholars said that the Chinese
stock market isn’t short of money, but lack of confidence.
Many experts and industry insiders also thought that China
isn’t short of money, but lack of confidence.
On Sep. 20th, the Chinese stock market fell to a new low.
The Shanghai stock index closed at 2024.84, the lowest in
43 months, and closed at 2000, a critical point.
In A stock market, the market value shrunk 500billion RMB
in one day, and the Shenzhen stock index decreased 2.72%.
On Friday, the stock market opened low,
but increased a little bit after a while.
Finally, all the Chinese stock indexes closed at the same level
as the beginning of the day.
Mr. Shi is an investment consulting manager, he told NTD on
Sep. 21st that in China the stock analyst or manager has no future because there’s no future.
They only have 2000 RMB monthly income now.
Mr. Shi: “In the past two years, the customer has been losing
money and the stock analyst has nothing to do.
Because the customers were losing money, you can do nothing.
So, it’s very hard to be a stock analyst now.”
Some industry insiders said that from the funding level,
the central bank restarted to increase the investment
after three weeks’ net recovery of funds.
On Thursday, it launched two types of reverse repurchase,
the total amount is 160Billion RMB.
The total net investment of this week reached 101Billion RMB,
which attracted outsiders’ focus.
The economist Xie Tian is professor of Aiken Business School,
U.S. University of South Carolina. He told NTD that in fact,
the reverse repurchase is same as the QE3 (the third
Quantitative Easing) policy by the U.S. Federal Reserve.
It also means the CCP authority is giving the market cash
through buying the bonds.
Xie Tian: “One part of the money will be invested in
the real estate market and stock market.
It may stimulate the real estate market and stock market
a little bit but the key problem or the bigger impact is that
if the central bank invest in the market continually,
it will increase the inflation of China.”
According to reports, no matter if in U.S. or in Europe,
the main stock indexes are rising in this year.
The lowest increase is 5.67%, and the highest is 25.30%.
Even in Asia market, the Nikkei 225 Index increased
by 7.47% this year;
Hong Kong’s Hang Seng Index has increased by 11.70%.
In contrast, the China National Bureau of Statistics published
data that China GDP increased 8.1% in the first quarter and
7.6% in the second quarter. But the Shanghai index dropped
7.94% and the Shenzhen stock index decreased 8.03%.
And the A market value shrunk more than 1Trillion RMB.
Some so-called super-stock traders said continually that
the market is in the lowest point now and it’s the best time
to enter. Mr. Shi though those words are fooling investors.
Mr. Shi: “The investors who bought many stocks can’t
leave the market and have no solution.
The person who doesn’t have any stock will not enter
the market casually.
Under the current situation, including many new investors,
few people think now they should go bargain-hunting.
People will think the investor has some spiritual disease
if they invests the stock market now. Certainly!”
The Chinese Communist Party (CCP) has dedicated
to whitewash prosperity. Why this time doesn’t it work?
On Wednesday, Gu Shengzu, a member of Chinese Standing
Committee of the National People’s Congress told the media
that China isn’t short of money, but for China Capital market,
it’s lack of confidence.
Xie Tian analyzed that CCP central committee relies on
printing cash to stimulate the economy, creating tremendous inflation.
Many local authorities use loans to pay salaries.
They are very lacking in money.
Xie Tian: “The normal people must be lacking in money
since house prices are so high, the cost of healthcare and
education are so high, the inflation has increased so fast,
people must be lacking money.
I think the people who have enough money are the princelings,
CCP senior officials and others who have special relationships with CCP senior officials.
These are the vested interest groups whose population
is about 0.5% of Chinese. They aren’t lacking money.”
China has law, but doesn’t have a real law ruling system.
Xie Tian pointed out that in fact, the stock market is a tool
that the CCP use to collect money.
The interests of small investors or individual investors
can’t be protected, and they can’t make money.