国内外股票市场运行分析——2007年7月

• 机 构: 中国工商银行战略管理与投资者关系部、董事会办公室,
• 出 处: 中国城市金融
• 发表日期: 2007年08期
• 关键词: 工商银行 股票市场 抵押贷款 股市走势 股指 银行业绩 恒生 股价 汇丰 次优

2007年7月,美国股市和香港、中国内地股市走势分化强烈。美国市场由于投资者担心信贷市场恶化程度加剧会影响更多企业的并购机会,并令融资枯竭;此外,次优抵押贷款市场的损失可能会波及更广经济层面,美国主要股指7月较6月大幅走低。而香港股市则因外围市场较好,加上汇丰控股及恒生银行业绩亮丽,支持大市走高,蓝筹股普遍上涨,其中银行股全面报捷。A股7月行情呈振荡上调格局,在加息与降低利息税的双重调控措施出台后,沪深两市于7月双双创出历史新高。因业绩预增,工商银行H股和A股股价大幅上升,H股大升11.52%,A股大升13.54%。

In July 2007, the stock market in the United States and Hong Kong and Mainland China experienced a strong differentiation. In the United States, investor confidence in the worsening of the credit markets will affect the opportunities for more mergers and acquisitions and depletion of financing. In addition, losses in the subprime mortgage loan market may affect the broader economy. Major US stock indexes in July and June Sharply lower. The Hong Kong stock market due to the better external market, coupled with the bright performance of HSBC Holdings and Hang Seng Bank, support the broader market higher, blue-chip stocks generally rose, including bank stocks fully reported Czech. In July, the market of A-shares was oscillating upward. After the introduction of the dual control measures of raising interest rates and lowering interest tax, both Shanghai and Shenzhen hit record highs in July. Due to the pre-increase in performance, ICBC H shares and A shares rose sharply, H shares soared 11.52%, A shares soared 13.54%.