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鉅亨網編譯張正芊

MSCI 明晟週二 (14 日) 宣布,延後將中國 A 股納入其新興市場股市指數,連續第 3 年將 A 股拒於門外,理由是中國股市的透明度仍有待改善。原本中股可能因納入而注入估計最多 4000 億美元資金,也頓時幻滅。但瑞銀 (UBS) 分析師認為,這對中國股市而言,可能是件好事。

A 股市值高達 7 兆美元,在全球規模僅次於美股,但卻大致上仍在全球投資人的資產組合中缺席,因為許多資金的經理人及所有者按照基準指數來配置資產,而 MSCI 指數正是國際投資者最廣泛使用的基準。

MSCI 今日指出,儘管中國當局已持續數年改革市場,但國際投資人仍擔心中國股市的開放性及透明度,因此他們認為,A 股還未達到加入 MSCI 指數的條件。其全球研究主任 Remy Briand 表示,外國法人清楚表明,他們希望見到進入 A 股市場的管道能夠進一步改善。

MSCI 今日決定,對於冀望吸引更多外國資金投入中國股市的北京當局,無疑是個打擊。儘管後者近期已加快股市改革步伐,採取新的規定,包括限制停牌時間及放寬外國基金投資中股的規模。但 MSCI 指出,外國投資人仍在意一些限制,尤其是每月匯出資金不得超過境內資產 20% 的要求。

MSCI 表示,他們歡迎中國的市場改革行動,但投資者們仍強調,需要觀察一段時間來評估這些舉措的效力。有些投資人擔心,中股若再度大跌,北京可能會祭出新的控管措施。瑞銀財富管理新興市場投資長 Jorge Mariscal 便表示,他們需要觀察市場再次騷動時,中國監管當局會如何反應。

瑞銀財富管理駐紐約新興市場研究分析師 Lucy Qiu 則認為,MSCI 延後將 A 股納入新興市場指數,會刺激中國政府加強推行市場改革,因此可能反而是好事。她表示,北京對外資撤出設下限制,令許多外國投資者裹足不前;若全球投資氣氛依舊低迷,且人民幣續貶,北京可能真的會考慮放寬此限制。

Causeway 資本管理經理人 Joe Gubler 也同意,現在讓 A 股納入 MSCI 指數仍嫌太早,因為去年的市場震盪嚇壞投資人,使得他們仍然擔憂資金能否迅速撤離的問題。

延伸閱讀:

? 就是這三大原因 讓MSCI再度對A股Say No!

? A股納入MSCI落空 陸股3面向當指標 下半年資金行情猶可期

下面附上一則新聞讓大家了解時事

中國時報【柯伶穎╱台北報導】

夏天到來,雛鳥也到了開始學飛的時節,但幼鳥飛行技術尚未成熟,此時常有幼鳥跌落地上。北市動保處前日上午接獲民眾通報,一隻棲息於民生東路分隔島路樹上的鳳頭蒼鷹雛鳥,疑似學飛時不慎掉落,動網友開箱介紹保處出動高空吊車護送雛鳥回巢,結束小鷹離家驚魂記。

現場民眾表示,小鷹先前就嘗試離巢,19日再次嘗試飛行,但飛不遠只落在附近廣告看板架,隨即翻身墜落地面。所幸熱心民組成人牆,把小鷹從車道趕回騎樓,暫時用紙箱收容。動保處救援隊接獲民眾通報後,聯繫猛禽協會的教授林思民到場協助。

林思民判斷,小鷹沒有受傷,但因受驚嚇相當緊張。他為小鷹戴上永久金最便宜屬環和野外辨識用的色環後,便協助以布覆蓋小鷹,以高空吊車護送雛鳥回巢。

動保處救援隊長陳文德呼籲,民眾若遇到幼鳥落巢,應先在旁觀察,若幼鳥無明顯傷痕,建議可戴上手套或用布包覆,將幼鳥放回巢中或附近安全的樹枝上,鳥媽媽等人離開後就會照顧幼鳥。千萬不要因為熱心就帶離,剝奪幼雛被親鳥尋回的機會,畢竟代理保母人工的餵養野放,絕對比不上原本的親鳥養育。

陳文德說,若幼鳥有明顯外傷,或送回巢中又再掉落、巢已經被破壞,需要暫時留置,請將幼鳥安置在略大於其體型的紙箱裡,不強迫給予鳥兒任何食物,只要留意保溫並保持環境安靜、乾淨,撥打動物救援專線,由動物救援隊接回安置即可。



















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