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「300303聚飞光电股票」国足都赢了!A股大利好将至?(2017-03-24)

300303聚飞光电股票——王泽邦

  1: 0!中国的强敌韩国!2018年俄罗斯世界杯亚洲区预选赛12强赛首胜。

300303聚飞光电股票
  国足终于开门红了!回顾过去10届世界杯决赛,国足在2002年只有一次成功经验。

  在过去的15年里,中国球迷终于享受到了赢得对外战争的喜悦。目前,“为摩根士丹利资本国际(MSCI)做了15年准备”的A股也赢得了“千里迢迢传来的好消息”。
  摩根士丹利资本国际明晟(MSCI Mingsheng)周三宣布,正就是否将a股纳入中国指数和新兴市场指数征求市场参与者的意见,并将于6月份公布最终结果。

300303聚飞光电股票——黄金价格k线

  与此同时,摩根士丹利资本国际(MSCI)今年提出了一个新的框架,即以“深圳-香港链接”为基础的“互联”股票,而不是通过QFI/RQFII渠道,必须申请并拥有配额限制,以解决资本流入和流出的问题。

  此前,a股曾三次失败。Whether a shares can be included in MSCI is a big suspense in the stock market almost every year.
  When MSCI Mingsheng declined in June, it said it would keep a shares on its 2017 audit list.So, can a share successfully attack MSCI this year?

300303聚飞光电股票——王亚伟的博客

  More than 50% of this year’s “motorcycle entry” probability?
  This time, what is the probability that a shares will be successfully included in MSCI?In response, Morgan Stanley analysts Serena Tang and Wang Ting low said in their report last week that a shares are expected to be included in the MSCI index this year, with a selection probability of more than 50%.

  Guojin securities also believes that compared with the same period in 2016, a shares are more likely to be included in MSCI China Index and MSCI Emerging Market Index.Both MSCI and Chinese regulators have made a lot of positive changes in promoting “A-share included in MSCI index”.Fang Xinghai, vice chairman of China Securities Regulatory Commission, said at a press conference held by the State Council Information Office on February 26, 2017 that China Securities Regulatory Commission is happy to see A-share included in MSCI index.

300303聚飞光电股票——徐翔持仓股票

  Li Bin, an analyst at Qunyi securities, said that MSCI’s move to lower the threshold for a shares to be included in its global index was a very positive signal.
  However, Shi Wenbing, a strategist at Yuanda securities, expressed different views.He believed that the probability of A-shares being included in MSCI this year was less than 50%.Shi Wenbing said that the modification of MSCI’s plan to include A-shares showed a positive attitude towards A-shares, but he still expected that the probability of A-shares being included in MSCI this year would be less than 50%.The biggest difference between the two sides lies in the pre-trial right of financial products linked to a shares, which is unlikely to be solved this year.

  MSCI shares into the “thin” program

  It is worth noting that according to the MSCI document, the company has put forward a narrowing scheme to include Chinese A shares in the global index, reducing the number of shares from 448 to 169, a 62% reduction.It is proposed to include only the large cap stocks that can be traded through Shanghai Hong Kong stock connect and Shenzhen Hong Kong stock connect.It is planned to reduce the proposed weight of a shares in MSCI China Index from 3.7% to 1.7% and that in MSCI Emerging Markets Index from 1% to 0.5%.
  

  In addition, in the new MSCI scheme, the proportion of A-share industry weight changes greatly.The largest increase was in the weight of consumption category, which increased from 6.4% to 9.8%.The financial weight dropped by 5 percentage points, from 27.5% to 22.5%.
  考虑到将MSCI纳入FIA新框架的可能性,王汉金认为MSCI股票的赎回率不超过20%。将摩根士丹利资本国际(MSCI)纳入新市场,大大提高了其可行性。

  中信证券策略团队认为,超出市场预期的是,MSCI首次提出将“互联互通”作为纳入今年市场咨询的框架,而不是此前基于QFII/qrfii的渠道。与以往QFII/rqfii渠道相比,“互联互通”制度在资本开放的三个核心方面:配额限制、投资者限制和准入锁定限制方面具有明显优势,能够有效解决资金自由准入问题。
  具体而言,“互联互通”框架与之前的QFII/rqfii有三个主要区别。一是将离岸人民币汇率作为指数计算的基准汇率,而不是之前的在岸汇率;二是纳入的a股将只是“互联互通”机制下的蓝筹股,而不是之前所有的a股(按照MSCI的计算标准);三是,摩根士丹利资本国际(MSCI)新兴市场和中国指数将只包括A-H上市公司的H股,而不是前一个也包括A-H股。

  对这些股票有好处!
  李丽锋认为,随着深圳-香港证券交易所的开通,深圳-香港证券交易所和上海-香港证券交易所之间采用了相同的互联模式,这增加了被纳入摩根士丹利资本(MSCI)的A股影响的可能性。废除总量限制是“深圳香港证券交易所”和“上海香港证券交易所”改革的一个重要环节。它是资本项目开放的重要环节,将有助于国际投资者解决资本回流问题。“深圳香港证券交易所”和“上海香港证券交易所”采用相同的互联模式,这表明监管机构信心十足,允许更大规模的双向资本流动在A股市场。

  李立峰指出,如果“A股成功纳入MSCI中国指数和MSCI新兴市场指数”,初始规模将为A股带来200亿美元的收益,同时也将增加全球投资者对A股的关注,受益于“以金融为代表的蓝筹股板块,消费大白马股”等,如:中国平安、中国人寿、新华保险、贵州茅台、云南白药、格力电器、美的集团等。
  申万宏远的研究报告从三个方面总结了A股市场进入摩洛哥后可能受益的个股,其中包括众多消费类个股。

  对于大型蓝筹股。申万建议重点关注:中国平安、浦发银行、兴业银行、贵州茅台、长江电力、万科A、文石、比亚迪、广汽、海康威视、招商蛇口、美的。
  深圳香港通受益于A股目标:估值相对较低的增长公司:建议关注金融(中国银行)、家电(美的集团、格力电器)、汽车(长安汽车、江陵汽车)、房地产(Vanke A、招商局蛇口、钟天乘投、金科股份、金融街、荣盛发展)、轻工制造(晨鸣纸业)、建筑(中工国际)

  建议关注白酒(五粮液、泸州老窖、顺鑫农业、古井贡酒、洋河股份)、医药(东阿窖、云南白药、夷陵制药、华润三九)、消费品(森马服装、恰洽食品、双汇发展、汤臣北健)、军工、电力装备(许继电器)
  当年,a股一直在为摩根士丹利资本国际做准备

  最后,让我们了解一下A股先生为赶上摩根士丹利资本国际所做的努力?

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