QE3

QE3

　　@王冰：先是欧洲央行的直接货币交易（OMP），接着美国开放式QE3推出，日本也宣布扩大资产购买规模10万亿日元。我们将其连起来看，这将是全球流动性供给宽松的一个信号，世界主要经济体对于未来货币政策的宽松态度，有可能会导致全球进入一轮新的通胀时代。

@ wang2 bing:The European central bank first direct currency trading(OMP),Then the United States open QE3 launch,Japan also announced to expand the scale of assets to buy 10 trillion yen.We will connect the watch,This will be the global liquidity supply loose a signal,The world's major economies for future monetary policy loose attitude,May lead to a global into a new round of inflation era.

　　@萝卜小仔仔：QE3推出将令全球大宗商品价格重新步入上升轨道，新兴经济体的输入性通胀预期再起，QE3对全球经济中长期复苏可能弊大于利。但美联储未设定购债期限，相当于给全球投资者提供了一个“看涨期权”，令全球金融市场的风险偏好得到提升。对于当前A股而言，超跌、政策托底、流动性充裕等积极因素也正在积聚。

@ radish small vic:QE3 launch will be the global commodity prices to rise into orbit,Emerging economies input sex inflation expectations rise,On the global economy QE3 long-term recovery may do more harm than good.But the fed did not set order debt deadline,Equivalent to global investors provide a"Call option",Make the global financial market risk preference get promoted.For the current in A shares,Ultra fall/Policy TuoDe/Ample liquidity and positive factors are also accumulation.

　　@余克：虽然短期市场还有调整压力，但也不宜过度悲观。欧洲央行无限量购债计划以及美国QE3的实施，表明全球流动性放松已成趋势，有望成为各大经济体抗击经济放缓、衰退的重要工具，对股市和大宗商品皆属利好。

@'s more than:Although the short-term market and adjust pressure,But also shoulds not be too pessimistic.The European central bank an unlimited purchase debt plan and the implementation of the United States QE3,To indicate that global liquidity relaxation has become a trend,Is expected to become each big economies fight economic slowdown/The decline of the important tool,To the stock market and commodity are those of bullish.

　　金融业“十二五”规划

Financial industry"1025"planning

　　@古道有风：金融业“十二五”规划落地。规划将股票市场放在第一位，提法是“着力完善”；第二是债券市场，提法是“积极发展”。这将为资本市场创新发展提供重要契机，此外推动社保等长期资金参与资本市场，也将为股市注入强劲动力。

@ path wind:Financial industry"1025"Planning landing.Planning will be the stock market in the first place,Formulation is"Strive to perfect";The second is the bond market,Formulation is"Positive development".This will be for innovation and development of the capital market to provide important opportunity,In addition to promote social security and long-term capital involved in capital market,Will also be the stock market into the strong power.

　　@胡语文：看完整版金融业“十二五”规划，主要看到了两个字——融资。不断扩大融资比例，无论是国际板，还是三板。以脚投票回归理性，也许才是当下最佳的投资选择。

@ hu Chinese:See the full version of the financial industry"1025"planning,Main saw two words - financing.Constantly expand the financing scale,Whether the international board,Or SanBan.With the foot vote regression rationality,Maybe is the best investment options.

　　汇丰PMI

HSBC PMI

　　@朱剑：9月汇丰中国制造业PMI预览值为47.8，略有回升，作为先行指标，PMI企稳更让人关注的是它可能预示未来经济增长速度进一步放缓的势头得以企稳。该指数上升可能缓和市场对于中国经济放缓的担忧，有利于在弱势中挣扎的股市起死回生。

@ ZhuJian:September HSBC China manufacturing PMI preview value is 47.8,Slightly rebounded,As a leading indicator,PMI stabilises more let people pay attention to is it can predict the future economic growth speed slow further momentum to stabilises.The index rose may ease market for China's economic slowdown concern,In the struggle to weak stock market back to life.

　　@D胖哥：汇丰PMI初值回升，并不意味着中国工业生产状况转好。此次数据升高是由于受到前期“稳增长”政策的影响，但中国经济并未触底，未来两三年还将下行，明年将面临更严峻挑战。对于A股而言，数据无法改变其短期调整的局面。

@ D punchinello:HSBC PMI initial picks up,Does not mean that China's industrial production situation turned for the better.The data is due to rise early"Steady growth"Policy influence,But China's economy did not touch bottom,Two or three years in the future will also be descending,Next year will be faced with more severe challenges.For A share in,Data cannot change its short-term adjustment of the situation.

　　（益楠 整理）

(Profit nan finishing)