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Femorning Daily 14.1.2018

1.JIANGChaofromHaiTongSecuritiesbelievesthattheoverallfinancingsituationisconstrainedandtheeconomyhasdownwardpressure.Recently,thefinancialregulatorypolicieshavebeenputinplaceonebyone.Thenewregulationsonassetmanagement,trustloansandentrustedloans have completely blocked the channel business. Non-standard financing will be subject to more stringent restrictions in 2018. In the framework of the two pillars of regulatory policies, macro-prudential regulation and control effectiveness will gradually be strengthened after the introduction of regulatory policies. With greater downward pressure on the economy, monetary policy has shown signs of a return to neutrality.

1、海通证券姜超认为,融资全面受限,经济下行承压。近期金融监管政策陆续出台,资管、信托贷款、委托贷款新规对通道业务进行全面封堵,非标融资在2018年将受到更加严格的限制。在调控政策双支柱的框架下,监管政策出台后宏观审慎的调控效力会逐步加强。而随着经济下行压力的加大,货币政策有向中性回归的迹象。

2. Securities Times News, the recent "blockchain" seems to have replaced "artificial intelligence" and has become the latest speculation concept. XU Xiaoping's speech that "the blockchain revolution has come" has been passed as a kind of "declaration." As long as the "blockchain" is involved, the stock price skyrockets. Blockchain has been given much meaning, but it must be clear that blockchain is not a panacea. Its application is limited in some areas. Just as the development of the Internet has not completely replaced the traditional industries, the blockchain can not completely replace or subvert the existing Internet.Investors blindly follow the trend are easy to be "cut chives."

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