--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/24057055.md" description: "A long drought meets sweet rain! The heavyweight policy is to be continued! After the rise of AH shares, it's the turn of U.S.-listed Chinese concept stocks! The FTSE China A50 Index Futures expanded its gains to 6%!!! Today's financial "prelude battle" set a good start for the pre-holiday policy expectations. The press conference held by the State Council Information Office this morning, whether in terms of the timing, the level of attendees, or the degree of exceeding expectations in content, highlighted full "sincerity": · Seizing the last time window of the third quarter is undoubtedly to buy time and stabilize the further recovery of the economy in the fourth quarter. · The heads of the three major financial departments gathered together, a level last seen possibly at the post-NPC ministerial press conference in March this year. · Directly addressing the market's most concerned issues such as capital markets, real estate, and financial risks, and centrally introducing multiple incremental policies. What most "moved" the market might still be the country's more supportive attitude towards the capital market. The central bank newly created two tools to support the stock market this time: the first is to create a swap facility for securities, funds, and insurance companies, with a scale of 500 billion yuan, which can be expanded in the future as needed; the second is to create a special relending facility for stock repurchases and increases, guiding banks to provide loans to listed companies and major shareholders to support repurchases and increases in stock holdings. From a specific operational perspective, stock assets have essentially become collateral for the central bank's liquidity injection and bank credit expansion, which is the first time in the history of China's monetary policy, and it is of great significance to the stock market. According to historical experience, RRR cuts are often the "vanguard" of a package of policies, and more follow-up policies to stabilize the economy may already be "on the way." Monetary policy has shown a loosening trend, and after the fiscal stock policies are used up, fiscal loosening follow-ups may also be on the way.$Hang Seng TECH Index(STECH.HK)$Hang Seng Index(00HSI.HK)$SSE Index(000001.SH)$Direxion FTSE China Bull 3X(YINN.US) $Direxion CSI China Internet Index Bull 2X(CWEB.US)" datetime: "2024-09-24T07:59:42.000Z" locales: - [en](https://longbridge.com/en/topics/24057055.md) - [zh-CN](https://longbridge.com/zh-CN/topics/24057055.md) - [zh-HK](https://longbridge.com/zh-HK/topics/24057055.md) author: "[复利魔方3650](https://longbridge.com/en/profiles/7185361.md)" --- # A long drought meets sweet rain! The heavyweight p… ### Related Stocks - [STECH.HK](https://longbridge.com/en/quote/STECH.HK.md) - [00HSI.HK](https://longbridge.com/en/quote/00HSI.HK.md) - [000001.CN](https://longbridge.com/en/quote/000001.CN.md) - [YINN.US](https://longbridge.com/en/quote/YINN.US.md) - [CWEB.US](https://longbridge.com/en/quote/CWEB.US.md) ## Comments (10) - **A股韭菜丁蟹 · 2024-09-25T18:40:40.000Z**: 信大 A，得套牢 - **时光以北慕城南 · 2024-09-24T21:20:37.000Z**: 低位换汇导致外汇储备枯竭是事实，再多的人民币只是在国内做困兽之斗，最终导致人民币崩溃。玩来玩去，上面人估计后期还是想走安倍经济学了 - **时光以北慕城南 · 2024-09-24T21:14:04.000Z · 👍 1**: 现在所谓的宽松只是稳定物价，因为本来就滞胀，大量的无锚印钞进入市场将造就新的难度。尤其要注意的是贸易顺差的大规模萎缩和失业率的问题，现在不是放水能解决的问题，而是经济支撑没了，跟 92 年日本一模一样，风暴前的狂欢，只能说在苦一苦老百姓，走走日本央行的路，为了给宽松买单，那一定是利率进入 0 时代或者负时代了。 - **锐衡 · 2024-09-24T15:04:55.000Z · 👍 1**: AH 股感觉还在行情起步阶段，低估的好公司确实挺多的 - **大空头Wide · 2024-09-24T13:40:28.000Z**: 厉害的 - **kele344 · 2024-09-24T13:34:45.000Z**: 厉害 - **[已注销] · 2024-09-24T11:56:07.000Z · 👍 3**: 措施越有力度，变相证实螺旋下跌的趋势力量有多强 - **FDXD · 2024-09-24T10:18:10.000Z · 👍 1**: Your analysis is totally misleading everyone@复利魔方3650@infinite_field@直播君@郭宇 - **复利魔方3650** (2024-09-24T10:28:53.000Z): Everyone is looking forward to monetary easing and policy support. The authorities have also realized that empty talk is useless and real action is needed. It seems that actions have begun. - **infinite_field · 2024-09-24T08:43:34.000Z · 👍 2**: 央妈能做的都做了，下一步看财政的了。按邻居的经验看，mmt 对基本面的改善没啥用。