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政策大禮包齊發!邊啲投資機會可關注?

近期港股市場表現唔錯,恆生科技指數邁入技術性牛市,7月以來累計漲超10%。金融市場利好政策不斷,7月24日,中共中央政治局召開會議,指出“要活躍資本市場,提振投資者信心”;中共中央、國務院發布關於促進民營經濟發展壯大的意見;國務院辦公廳轉發國家發改委《關於恢復和擴大消費措施》的通 Show More
近期港股市場表現唔錯,恆生科技指數邁入技術性牛市,7月以來累計漲超10%。金融市場利好政策不斷,7月24日,中共中央政治局召開會議,指出“要活躍資本市場,提振投資者信心”;中共中央、國務院發布關於促進民營經濟發展壯大的意見;國務院辦公廳轉發國家發改委《關於恢復和擴大消費措施》的通知等。政策大禮包齊發!邊啲投資機會可關注?
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    On August 3, the three major media outlets, including Economic Daily, Securities Times, and CCTV, spoke out together to come up with suggestions to revitalize the capital market and boost investor confidence in various aspects such as reducing stamp duty and improving the system.
    Economic Daily: “Let residents also earn money through channels such as stocks and funds, so as to turn the will to spend into the ability to spend”
    Using the active capital market as a fulcrum, it leverages the entire consumer market, which in turn boosts domestic demand and promotes economic transformation and upgrading.
    CCTV: “We can consider reducing stamp duty to reduce transaction costs and implement T+0 transactions to activate market transactions”
    Currently, the stamp duty rate for securities transactions is one-thousandth of a percent levied unilaterally, and this level has been maintained since September 2008. However, before April 2008, stamp duty on securities transactions had been adjusted several times. Based on past experience, if stamp duty is adjusted, it may play a more obvious role in invigorating the capital market.
    Securities Times: “Boosting 0.2 billion multi-shareholder and 0.7 billion multi-stakeholder confidence! The market is looking forward to policies such as reducing stamp duty and optimizing the trading system”
    Measures to revitalize the trading side of the capital market have been implemented one after another. On July 8, the public fund industry rate reform began. A number of leading institutions took the lead in announcing that management rates and custodian rates for their stock products would be reduced to less than 1.2% and 0.2% respectively.
    The market expects to introduce more policies and rules on the trading side in the future, such as reducing stamp duty on stock transactions and optimizing the trading system, to further invigorate the market and enhance the liquidity of A-shares and Hong Kong stocks.
    However, some investors said: The key is if the intrinsic value of listed companies does not increase...
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