Zhunbing 3000 concerned obedient while look

-He Qun ... There are media reports: "CBRC: To prevent the illegal flow of credit funds into the capital market, real estate," I personally think that the media has a certain misreading. The CBRC issued the notice on further strengthening credit management to the CBRC and the policy banks, state-owned commercial banks, joint-stock commercial banks and postal Savings Bank, and provided a window guide to the banking institutions to strengthen credit management. I also analysed the announcement yesterday that the announcement was largely to avoid the bank's aggressive lending spree by the end of June, rather than the policy of changing the established monetary policy. In fact, in the first quarter of this year, banks ' new credit soared (4.56 trillion in the first quarter to 90% of its full-year target), and in April this year the central bank and the CBRC issued several notices and issued policies to control the financing of bank notes. Because a lot of money is through bank paper financing into the stock market and other speculative markets, the market has already been reacted. After a sharp sell-off in April, the central bank also clarified that monetary policy would not change throughout the year and that there were no special caps on credit growth and credit volume in 09.　　So I still think the impact of the notice is short-lived. There is another basis for making this judgment. 23rd, the central bank in the open market operation since 2009, the first "blank operation", that is, no central vote, no repurchase, and this week the market 165 billion yuan in the amount of money is still the same as last week. 　　This reflects a very real problem, the IPO is gradually approaching the opening, the management of the prevention of market funds, short-term abandonment of market repurchase, equivalent to the disguise of the protection of market liquidity ample. At the same time as the central bank released liquidity, the recent increase in the number of new accounts and new funds in the market, but also in the stock market to provide liquidity funds. At the foot of 3,000, the market's funds are gathering, the fund zhunbing 3000, in the end is to be breached immediately this month, or concerned, obedient while look, waiting for next week's economic data released in one fell swoop? We still have to wait and see. When the market to stand 2950-3000, I personally difficult to have a clear time to judge.　　However, it needs to be clearly recognized that although the market encountered resistance, but still belong to the rising channel of high strength shocks, the temporary absence of the peak risk. (See http://blog.cnfol.com/hqunrong/article/4615316.html)