居民资产配置调整

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高盛:10万亿资金待入市!A股90%个股站上均线,中小盘迎爆发期
Sou Hu Cai Jing· 2025-08-22 00:45
存量资金入市趋势明显 高盛研报指出,目前仅有22%的家庭金融资产配置在股票和相关产品上。潜在资金流入规模超过10万亿元,为市场提供充足的增量资金支撑。这一数据表明 居民资产配置结构存在调整空间,股票市场仍有较大吸纳资金的能力。 中证1000和中证500等中小盘指数受到重点关注。这些指数受益于更高的散户持股比例,行业配置相对均衡。同时对高科技制造业的敞口更大,符合当前经 济转型升级的方向。数据显示,2025年家庭存款月度变化出现明显负值,而非银行金融机构存款增加,暗示居民储蓄正从银行存款转向股票等金融资产。 近期A股市场持续走强,各大指数屡创新高。外资机构对中国股市保持乐观态度,高盛最新研报显示,中国股市特别是中小盘股票仍具备上涨潜力。市场成 交量持续放大,资金活跃度明显提升,显示出强劲的市场动能。 技术指标显示市场扩散效应 高盛交易台数据显示,A股连续成为净买入最多的市场。买入倍数达到1.1倍,反映出外资对中国股市的持续看好。技术指标方面,约10%的上证综指成份股 创下52周新高,8%的深证成指成份股同样创出新高。 约90%的上证综指和深证成指成份股交易价格高于50日移动平均线。这一比例显示出强劲的市场动能, ...
7月份非银存款大幅多增原因几何?
Zheng Quan Ri Bao· 2025-08-17 16:25
Group 1 - The A-share market has shown a strong upward trend recently, with the Shanghai Composite Index reaching above 3700 points during the week of August 11 to August 15 [1] - In July, there was a significant increase in non-bank deposits, raising concerns about "deposit migration," as non-bank deposits include those from securities, trusts, wealth management, and funds [1] - According to the People's Bank of China, RMB deposits increased by 18.44 trillion yuan in the first seven months of the year, with non-bank financial institution deposits rising by 4.69 trillion yuan [1] Group 2 - In July alone, RMB deposits increased by 500 billion yuan, with household deposits decreasing by 1.11 trillion yuan and non-bank deposits increasing by 2.14 trillion yuan [1] - The shift in household deposits towards wealth management products and the stock market is attributed to the recent rise in the stock market, leading to a significant increase in non-bank deposits [2] - The number of new A-share accounts opened in July reached 1.9636 million, a year-on-year increase of over 70%, indicating heightened market activity [2]