史玉柱

Shi yuzhu

　跌吧！我们靠分红维持生计 Fell it!We make a living by share out bonus

　　巨人网络董事长兼CEO史玉柱在微博上表示，国际投行做空中国银行(601988,股吧)业和中国经济，靠做空牟利。银行不良贷款是五级分类计算的，不良贷款和坏账是两个概念。纵观过去十年，横观各上市银行，不良贷款最终形成坏账比例为10%，90%能收回。经济下行，不良贷款轻微上升，很正常啊。跌吧！跌吧！反正我们长期持有，靠分红维持生计。

The giant network chairman and CEO shi yuzhu in micro bo said,International investment Banks do empty bank of China(601988,guba)Industry and China's economy,By doing profit empty.Bank non-performing loans is a category five classification calculation,Bad loans and bad loans are two concepts.In the past ten years,Transverse view all listed Banks,Bad loans eventually form the bad debt ratio is 10%,90% can recover.Economic descending,Bad loans rose slightly,Very normal ah.Fell it!Fell it!Anyway, we held for a long period,Living on share out bonus.

　　针对摩根大通和瑞信两国际投行做空，民生银行(600016,股吧)近日紧急召开投资人和分析师电话会议，澄清相关谣言。民生银行称：1.公司经营正常。2.民生五年前就提前准备应对，利率市场化对民生不会有太大问题。3.资产质量未来发展趋势可控，下半年不良贷款不会比半年报公布的有扩大的趋势。

According to jpmorgan chase and credit suisse two international investment Banks do empty,Minsheng bank(600016,guba)Recently held an emergency investors and analysts conference call,Clarification regarding the rumor.Minsheng bank said:1. The company operating normally.2. The people's livelihood in advance to prepare for five years ago,Interest rate marketization of the livelihood of the people won't have too big problem.3. The future development trend of asset quality controlled,In the second half of the non-performing loans won't than half released annual report has the expanded tendency.

　　李大霄

LiDaXiao

　最终还是投资救市 Eventually investment to save the city

　　英大证券研究所所长9月6日在微博中表示，最终还是投资救市。

The big securities institute director September 6, in micro bo said,Eventually investment to save the city.

　　9月6日消息称，发改委批复20个项目，其中包括13个公路建设项目，总里程超过2000公里。另有多个集装箱码头和航道获批。在批复的13条公路建设项目中，中西部地区的占据大部分，其中青海茶卡至格尔木公路改扩建工程可474公里，新疆阿克苏至喀什公路429公里，新疆乌苏至赛里木湖公路301公里。其他如湖南、广东、吉林、江西、浙江、河北、辽宁、甘肃、西藏、云南各有一条公路获批。

On September 6, sources said,Development and reform commission approval 20 project,Including 13 highway construction project,Total mileage of more than 2000 kilometers.Another more container port and waterway approved.Article 13 in the reply of the highway construction project,The mid-west area occupy the most,The card to golmud in qinghai province tea road reconstruction can be 474 kilometers,Aksu to xinjiang kashi road 429 kilometers,Xinjiang WuSu to SaiLiMuHu road 301 kilometers.Other such as hunan/guangdong/jilin/jiangxi/zhejiang/hebei/liaoning/gansu/Tibet/Yunnan each have a highway approved.

　　而此前有消息称，全国多个城市共25项轨道交通建设规划已陆续获得批准。其中，太原、兰州、广州、沈阳、厦门和常州6个城市的轨道交通近期建设规划获批，而哈尔滨、上海等城市的近期建设规划调整方案也获得通过。这些规划近期投资总规模将超过7000亿。

And there have been news said,More than the city a total of 25 item orbit transportation construction programming has been approved.the,taiyuan/lanzhou/guangzhou/shenyang/Xiamen and changzhou six urban rail transit construction planning recently approved,And the Harbin/Shanghai and other cities of the recent construction planning adjustment scheme also get through.The overall scale of investment plan in the near future will be more than 700 billion.

　　黎仕禹

LiShiYu

　1800点-2000点是真正底部 1800 points - 2000 point is the real bottom

　　广东晟泽投资管理有限公司投资总监黎仕禹在近日微博中表示，真正的大底区域即将来临。

Guangdong sheng ze investment management co., LTD., investment LiShiYu director in recently micro bo said,The real outsole area is coming.

　　他表示，之前所谓的养老底、钻石底等都是某些市场人士自己臆测出来的，而这三年来真正的政策底，其实是2000点之下到1800点左右，大家可以参考2008年金融危机出台股市利好刺激政策的点位。那就是2008年的9月18日的1800点左右，因此1800至2000点之间，就是极好的抄历史大底的最佳点位。从宏观经济上看，现在很多专家大都认为经济将会在四季度见底，而股市是属于虚拟经济，往往会提前经济周期大概3至6个月的时间见底。所以，A股市场很可能会在国庆长假前见底。因此，现在是我们做好布局投资的最好时间周期了。

He said,Before the so-called endowment bottom/Diamond bottom is some market participants themselves out of the guesswork,And this three years real policy bottom,Is actually below 2000 to about 1800 points,You can reference the financial crisis in 2008 issued stock market bullish stimulus policy point.That is 2008 years of September 18 about 1800 points,So between 1800 to 2000 points,Is very good copy history the best point bottoms.From the macro economic look,Now many experts are mostly think the economy will be in the fourth quarter see bottom,And the stock market is to belong to the virtual economy,Tend to advance economic cycle about 3 to 6 months of time to see bottom.so,A-share market will likely in National Day long vacation front see bottom.therefore,Now is we do layout the best time to invest the cycle.

　　他认为，无论现在市场见底与否，市场未来半年内肯定会见历史大底。

He thinks,Whatever the market now see bottom or not,Market in the next half year must meet with historical outsole.

　　董登新

DongDengXin

　新三板扩容不分流场内资金 The new SanBan flash don't shunt floor capital

　　武汉科技大学金融证券研究所所长董登新在微博上表示，新三板扩容，不会明显分流场内资金。新三板是投资市场功能的再次细分，由于其挂牌公司规模更袖珍、信息披露要求低，而且公司死亡率更高，因此，它不适合中小投资及普通散户，但新三板将是私募、有钱人的冒险乐园。应该说，新三板为高风险投资者提供了一个全新的投资场所，使场内、场外投资者各得其所。

Wuhan university of science and technology financial securities institute director DongDengXin in micro bo said,The new SanBan flash,Not obvious shunt floor capital.The new SanBan is investment market function again segmentation,Because of its listed company size more pocket/Information disclosure requirements low,And the company higher mortality,therefore,It is not suitable for small and medium-sized investment and ordinary retail,But new SanBan will be private/The rich adventure park.Should say,The new SanBan for high-risk investors with a new investment place,Make field/Otc investors each is in his proper place.

　　按照规则，新三板挂牌公司并不要求具备持续盈利的记录。而首批六家公司也印证了这一特点。按照监管部门的规划，“新三板”将根据“总体规划，分步推进，稳妥实施”的原则设立全国中小企业股份转让系统，逐步把条件比较成熟的园区纳入试点范围，为试点园区的非上市股份公司提供股份报价转让等服务。

According to the rules,The new SanBan listed company does not require have sustained earnings record.And the first six companies verified the characteristics.According to the regulatory planning,"The new SanBan"Will according to"The overall planning,Fractional propulsion,Safe implementation"Set up the principle of the small and medium-sized enterprise share transfer system,Gradually the condition the comparatively mature park into the scope,The pilot for the private joint-stock company provide stock price transfer etc.

　　据悉，将于9月7日挂牌的7家公司分别是国电武仪(430138)、久日化学(430141)、华岭股份(430139)、新眼光(430140)、锐新昌(430142)、武大科技(430143)和煦联得(430144)，9月10日挂盘的公司为可来博(430134)。(黄作金 整理)

It is reported,On September 7, listed seven companies were guodian WuYi(430138)/Long day chemical(430141)/HuaLing shares(430139)/The new vision(430140)/Sharp xinchang(430142)/Wu3 da4 science and technology(430143)Vernal united have to(430144),On September 10, hang dish company for can come to bo(430134).(Yellow as gold finishing)