
据彭博社报道,中国股市午后出现强劲反弹,各大股指纷纷转涨。投资者推测,这可能是由于监管层建议基金和保险公司限制卖出操作所致。
Chinese stocks staged a sharp rebound in the afternoon, lifting all benchmarks into the green, with investors citing speculation that regulators have advised funds and insurers to limit sell orders.
沪深300指数早盘一度下跌1.6%,随后回升并上涨0.5%;以科技股为主的科创50指数也扭转了此前近5%的跌势。与所谓“国家队”资金关联密切的八只交易型开放式指数基金,其成交额突破260亿元(约合39亿美元),创下近两个月来的新高。
The CSI 300 Index advanced 0.5% after dropping as much as 1.6% earlier, while the tech-heavy Star 50 Index erased a drop of nearly 5%. Trading activity in eight exchange-traded funds commonly linked to the so-called National Team surged above 26 billion yuan ($3.9 billion), the highest in nearly two months.
此前,由于假期期间消费表现平淡,加之市场对人工智能相关产业前景产生疑虑,中国股市在周四节后开盘时遭遇大幅下挫。今年初在政策扶持下表现强劲的光学及芯片类个股,也因投资者对企业盈利和估值水平更加审慎而遭受重创。
Chinese stocks had suffered steep losses as onshore markets reopened on Thursday following a week-long holiday, hit by lackluster holiday spending and growing doubts over the artificial intelligence trade. Optical and chip stocks, which rallied earlier this year as Beijing’s policy push for AI supremacy supported share prices, were hammered as investors grew discerning over earnings and valuation.
目前尚无明显利好消息推动此次反弹,不少市场人士认为,这可能与网上流传的、未经证实的监管指导信息有关。
Read: China’s Tech Hardware Selloff Extends as Valuation Concerns Rise With no clear news driver behind the rebound, a number of market participants pointed to screenshots circulating online that cited an unverified guidance by the regulator.

上海诚周投资管理有限公司首席投资官付志峰表示:“市场上有传言称监管层已向基金和保险公司发出窗口指导,要求限制卖单,但我尚未从相关机构获得证实。此外,近期股价大幅下跌后,也存在一定的获利回吐现象。”
“There’s market chatter claiming regulator have issued window guidance to funds and insurers to limit sell orders, although i haven’t heard any confirmation from cos. yet. Besides, there’s also some profit-taking after sharp declines these days,” said Fu Zhifeng, chief investment officer at Shanghai Chengzhou Investment Management.