市场必须刮骨疗毒

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这次救市是制度层面刮骨疗毒的过程。从目前问题暴露的严重性来看,A股市场内忧外患,必须下重手整治。监管层5、6月清查配资没有错,若等到泡沫更大、情况更严峻时,烂摊子就不可收拾。但从事后的恐慌情绪来看,对于市场的杠杆规模和去杠杆带来的风险,监管层估计得并不充分。日前海通、广发、华泰以及方正4家券商公告均因涉嫌未按规定审查、了解客户身份等被证监会立案调查,海通首家给出回应。8月28日,海通证券董秘黄正红在业绩说 The bailout is the process of scraping the bone level and healing at the institutional level. Seen from the severity of the current problem of exposure, A-share market, internal and external problems, we must lay emphasis on hand remediation. Regulators 5,6 month inventory funding is not wrong, wait until the bubble is bigger, the situation is more severe, the mess can not be packed. However, in the wake of the panic, the regulators do not adequately assess the market’s leverage and the risk of deleveraging. Recently, Haitong, GF, Huatai and Founder brokerage firm were announced on suspicion of failure to comply with the provisions of the investigation, to understand the identity of the client was the CSRC investigation, Haitong first response. On August 28, Huang Zhenghong, the Deputy General Manager of Haitong Securities, said in performance
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