PBOC reported July 2026 liquidity operations: 7-day reverse repos net injected 249.5 bn yuan; MLF net injected 100 bn yuan; open-market treasury bond operations net injected 50 bn yuan; central treasury cash management net injected 30 bn yuan; PSL net withdrew 116.1 bn yuan; SLF net withdrew 1 bn yuan.

2026-08-04

PBOC reported July 2026 liquidity operations: 7-day reverse repos net injected 249.5 bn yuan; MLF net injected 100 bn yuan; open-market treasury bond operations net injected 50 bn yuan; central treasury cash management net injected 30 bn yuan; PSL net withdrew 116.1 bn yuan; SLF net withdrew 1 bn yuan.

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2026-08-04

國外 1. 高盛:仍看好韓國股票,維持對Kospi指數12000點的預測。 2. 法巴銀行:預計美聯儲將從12月起加息三次。 3. 城堡證券:推動美股創新高的力量依然穩固。 4. 瑞銀:盈利韌性疊加霍爾木茲海峽逐步恢復,將爲股市提供支撐。 國內 1. 中信建投:北美雲廠商資本開支繼續高增長,關注算力超跌與高股息標的。 2. 招商證券:海外廠商雲收入保持高增,AI應用有望加速發展。 3. 中信證券:銀行全年絕對收益空間仍將延續。 4. 中信證券:政策或將持續利好特高壓、配網智能化、儲能、虛擬電廠等領域。 5. 中信證券:政策面樂觀,資金面積極,銀行全年絕對收益空間仍將延續。 6. 中信證券:AI投資回報閉環已現,堅定看好光通信板塊。

2026-08-04

South Korea's finance minister told a cabinet meeting the government will push to improve stock-market structure and stability and accelerate implementation of ETF measures.