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吳子青先生 (Andrew Ng)
經理

畢業於香港理工大學金融服務系,2008年完成財經分析師(CFA)考試,喜歡綜合基本因素與技術分析研究股票,並對衍生工具及IPO市場有獨到見解,現主力負責公司的高端客戶,提供度身訂造的投資服務
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叫停萬能險的感想

Friday, December 9, 2016 Views5633

日前中國保監會叫停前海人壽開展萬能險新業務, 事件令國內具舉牌概念的股票大跌, 筆者認為萬能險故然需要作出監管, 但中央在未來一段時間對股市的政策會保持中性, 目的是要配合外匯政策.

中國單是11月份外儲已經下滑691億, 對於中央來說, 控制資金外流的速度可說是首要工作, 而筆者對人民幣的走勢看法跟前一遍評論沒變: 有限度, 漸漸的貶值, 絕對不能令貶值和資金外流變成惡性循環, 而事實上, 中央已實行一些政策減慢資金外流.

A股在這樣的大前題下, 波動越少越好, 以免在外匯問題上節外生枝. 如果以上的推論成立, 2823或2822的SHORT PUT當然是一個不錯的投資, 其中又以近價近月的為首選, 但當上証跌穿鐵底3000點時需果斷止蝕.

 

 

注: 本人吳子青, 為證監會持牌人士, 截至本評論文章發表日止, 本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益

 


 

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