汇金增持

Huijin increasing

　　@垅上行者：大盘积弱已久，投资者情绪难恢复，需要反复震荡一段时间。汇金增持和上市央企回购，说明上市公司大股东和高管开始恢复对经济和市场的信心，这通常被认为是看好后市的表现，甚至可以解读为市场见底信号之一。

@ on long walkers:Grail JiRuo already a long time,Investor sentiment difficult to restore,Need to repeated shocks a period of time.Huijin increasing and listed renmin repurchase,That big shareholders and senior executives of listed companies beginning to recover to economic and market confidence,This is usually considered is valued hind the performance,Can even read as market saw one of bottom signal.

　　@青峰笑：一直以来汇金增持，都会起到两方面的效果：一是汇金资金实力强大，关键时刻起到护盘作用；二是某种程度上代表了“国家队”资金对于银行股乃至A股的态度。银行股的估值一路下行且屡创新低，汇金的增持客观上起到提振人气、吸引其他机构投资者进入、减缓银行股估值下跌幅度的作用。

@ laugh by:Huijin has been increasing,Will have the effect of two aspects:One is huijin financial strength strong,Critical moment play a role offerings;The second is to some extent represents"international"Funds for bank shares and A shares attitude.Bank shares all the way down and valuations low repeatedly innovation,Huijin's increasing popularity objectively play a boost/Attract other institutional investors into/Slow bank share valuations declines role.

　　@田木：因汇金增持银行股、宝钢回购加码、险资节前加仓等利好消息，低迷许久的A股终于在10月第二个交易日爆发做多热情。但这次增持仅仅是汇金履行去年做出的增持四大行的承诺而已，并不意味着汇金由此对市场转向乐观。四面楚歌的A股市场很难因为汇金的30亿元增持资金而绝地反弹。

@ TianMu:Because huijin increasing bank shares/Baosteel buyback pyramid/Risk capital positions before good news, etc,For A long time the downturn a-share finally in October the second trading day outbreak do much enthusiasm.But this time around is only huijin to perform a last year around four done only commitment,This does not mean that huijin to market to optimistic.Embattled a-share market is difficult to because huijin's 3 billion yuan increasing capital and the jedi rebound.

　　旅游经济

Tourism economy

　　@周工做梦：中秋、国庆双节的消费狂欢再次证明，拉动内需促进经济增长并非无源之水，一个长假和免费高速公路行驶的政策，就能释放出如此巨大的消费动能，这对那些哀叹中国经济缺乏内在引擎者想必是一极大讽刺。中国保持经济高速增长的路很广，只需稍微松绑一点，就会增加新的活力。

@ ZhouGong dream:Mid-Autumn festival/National Day two-section a spending spree proving once again,Stimulating domestic demand to promote economic growth is not water without a source,A long holiday and free highway driving policy,Can release such great consumption kinetic energy,This for those who bemoan the lack of Chinese economy within the engine must be a great irony.China keeps high-speed economic growth way is very wide,Just a little relax a little,Will increase new vitality.

　　@济予：长达8天假日消费之后，160名中国网民在网上炫耀自己的购买力，其中花钱最多的人支出183792元。但这股热潮并不真正代表未来的消费模式，表现抢眼的旅游业数据是高速免费、景点门票打折等一次性政策带来的，不代表居民消费行为的根本转变。

@ ji to:For eight days after the holiday consumption,160 Chinese Internet users on the Internet to show off their purchasing power,Among them the most money spending 183792 yuan.But the boom is not really represent the future consumption mode,Performance that grabs an eye tourism data is free high speed/Attractions tickets discount and so on the disposable policy brings,Do not represent consumer behavior of the fundamental transformation.

　　9月PMI

September PMI

　　@宁飞不走：将PMI分为需求、生产、采购和库存后发现，9月库存指数环比回落，其余三项均环比回升，其中需求和采购合成指数回升幅度大于生产合成指数，表明经济的领先指标已经开始有所好转。产成品库存指数为47.9%，比上月回落0.3个百分点，连续三个月低于50%的警戒线水平，表明企业库存压力已经得到明显缓解。

@ NingFei don't walk:Will PMI is divided into demand/production/Purchasing and inventory found,September stock index link back,The rest of the three are link picks up,The demand and purchasing synthetic index rebounded more than production of synthetic index,Show that economic leading indicators have begun to better.Manufactured goods stock index is 47.9%,A drop of 0.3% than last month,Three consecutive months less than 50% of the alarming levels,It shows that the enterprise inventory pressure have significant relief.

　　@大道无为：9月PMI数据企稳令市场对经济底的预期上升，2000点的“破底翻”以及日渐浓厚的维稳预期也提升了市场的安全系数。不过，经济底构筑较为复杂，且很可能呈L型走势，这将加剧股市反弹的复杂性，制约上涨高度。（益楠 整理）

@ avenue without:September PMI data stabilises make market to the bottom of the economy is expected to rise,The 2000 points"Broken bottom turn"And increasingly strong d steady expected also promotes the safety factor of the market.but,Economic bottom building more complex,And was probably a L trend,This will add to the complexity of the stock market rebound,Rising height restriction.(Profit nan finishing)