1.0Fortune Insighthttps://prime.fortuneinsight.com/web葉朗程https://prime.fortuneinsight.com/web/posts/author/marcusyiprich600338<blockquote class="wp-embedded-content"><a href="https://prime.fortuneinsight.com/web/posts/665003">煤炭股的首選</a></blockquote> <script type='text/javascript'> <!--//--><![CDATA[//><!-- !function(c,d){"use strict";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!/[^a-zA-Z0-9]/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),n=d.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),o=0;o<n.length;o++)n[o].style.display="none";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute("style"),"height"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if("link"===t.message)if(a=d.createElement("a"),i=d.createElement("a"),a.href=r.getAttribute("src"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener("message",c.wp.receiveEmbedMessage,!1),d.addEventListener("DOMContentLoaded",t,!1),c.addEventListener("load",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf("MSIE 10"),a=!!navigator.userAgent.match(/Trident.*rv:11\./),i=d.querySelectorAll("iframe.wp-embedded-content"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute("data-secret"))t=Math.random().toString(36).substr(2,10),e.src+="#?secret="+t,e.setAttribute("data-secret",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute("security"),e.parentNode.replaceChild(t,e)}}}}(window,document); //--><!]]> </script><iframe sandbox="allow-scripts" security="restricted" src="https://prime.fortuneinsight.com/web/posts/665003/embed" width="600" height="338" title="“煤炭股的首選” — Fortune Insight" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe>https://prime.fortuneinsight.com/web/wp-content/uploads/2021/02/quant.jpg400300周末各媒體、券商的推播通知是內地減首置按息下限0.2%至4.4%，從好的方面看，據媒體報道，4月份重點城市平均首套房利率為5.2%，潛在減息空間有0.8%，另外人民銀行開始對財富效應影響巨大的房地產市場落藥，如果未來經濟表現無改善，可以期望有持續的扶持措施。從壞處看，一是措施覆蓋面窄，只限首套房；二是只降0.2%，相信對市場氣氛影響有限，除非像聯儲局那樣給出明確的forward guidance；三是突顯了人民銀行貨幣政策傳導存在限制，畢竟只是降下限，實際房貸利率降與不降、降多降少要“因城施策”，還是很難統一調控？ 股票市場的表現平靜，出現大陽燭的內房也不多，升幅稍大的股票不外乎煤炭和航運板塊，煤炭股形態上細股較大股好，3668形態最好，但波幅沒有明顯收縮，要等；1733似要重上高位整固；3948最強，但好難出交易信號，大股1171和1088相對失色。