The PBOC and other agencies issued guidance on financial support for building Beijing (Jing-Jin-Ji), Shanghai (Yangtze River Delta) and the Guangdong-Hong Kong-Macao Greater Bay Area into international technology innovation centers. The document stresses strengthened joint risk prevention and control and requires adherence to market-based, rule-of-law principles to ensure各方 risk-management accountability, prevent herd/ blind investment and low-quality duplicated projects, and strictly guard agai

2026-10-19

The PBOC and other agencies issued guidance on financial support for building Beijing (Jing-Jin-Ji), Shanghai (Yangtze River Delta) and the Guangdong-Hong Kong-Macao Greater Bay Area into international technology innovation centers. The document stresses strengthened joint risk prevention and control and requires adherence to market-based, rule-of-law principles to ensure各方 risk-management accountability, prevent herd/ blind investment and low-quality duplicated projects, and strictly guard against systemic financial risk. Financial institutions must fulfil risk-control responsibilities, maintain independent decision-making, bear their own risks, operate prudently, and tighten credit risk management and monitoring of fund use. Industry regulators will intensify risk assessment and early warning for priority tech-innovation areas and assist financial firms in distinguishing true from false innovation. Financial management bodies will guide institutions to develop differentiated tech-finance activities consistent with their mandates and strategies, ensure financial innovation proceeds on market and legal tracks, avoid cut‑throat/“involution” competition, and strengthen routine supervision, risk-information sharing and joint risk assessment.

其他消息
2026-10-19

花旗:将贝克休斯公司目标价从75美元下调至72美元。

2026-10-19

国外 1. 凯投宏观:加息预期与AI回暖双压,金价今年底前或震荡下行。 2. 摩根大通:如果债券收益率延续企稳态势,将极大支撑股市。 3. 摩根士丹利:美股回调临近尾声,准备布局风险资产。 国内 1. 中金:降息预期走强的一个原因是,9月下旬以来国债收益率较快下行并未触发央行流动性收紧。 2. 中金:当前的投资预期还不至于给全球科技行业的景气度构成全面压力。 3. 中信证券:市场调整接近尾声。 4. 中信证券:看好国产大模型持续崛起。 5. 中信证券:建议关注Roadster及Optimus相关产业链。 6. 中信证券:市场对通胀的定价力量正在快速衰竭,长端定价锚已明确切向“增长/AI周期”。 7. 中信建投:预计2027年国内储能仍有增长的动力和潜力。 8. 国金证券A股策略:A股当下最差的环境已经过去。 9. 华泰证券:地产股或正迈向“中期逻辑”。 10. 东方财富证券:当前上证综指和沪深300股权风险溢价具备吸引力。