庞大的政府刺激计划推动中国股市飙升

在政府公布新的刺激措施后,中国股市飙升超过7%。

CH 50 – Daily Chart

CH50日线图

周二,中国50指数飙升至12316点,突破了此前确定的四个阻力位。目前的水平是进一步上涨的障碍,近在眼前的是5月份接近13000点的高点。

中国公布了疫情以来最大规模的经济刺激措施,试图启动世界第二大经济体的增长。

中国人民银行表示,将基准利率下调50个基点,并将银行必须持有的现金准备金率(即存款准备金率)下调20个基点。

中国央行行长潘功胜表示,这些措施应“支持中国经济稳定增长”,“促进价格适度反弹”。

经济学家一直在质疑政府5%的年增长目标,因为日本经济正在与通货紧缩和需求疲软作斗争。一些经济学家也不确定最新的措施是否足以解决中国更广泛的经济问题。

“这是朝着正确方向迈出的一步,”凯投宏观中国经济主管Julian Evans-Pritchard表示。“但除非辅以更大的财政支持,否则这可能不足以推动经济增长出现转机。”

荷兰国际集团首席中国经济学家Lynn Song表示,“未来几个月仍有进一步宽松的空间,因为全球多数央行目前正处于降息轨道上”。

美联储上周降息50个基点,中国也采取了类似举措,表明各国央行对全球经济的发展轨迹感到担忧。亚洲股市受到恒生指数提振上涨超过3%,也支撑了油价录得1.51%的涨幅。

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