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一 | Chinese Premier Li Qiang has signed a State Council decree publicizing a decision to revise the Regulations on Management of Housing Provident Fund, which will take effect on Sept. 20, 2026. According to the decision, the scope of the fund's withdrawal and use will be expanded. For those withdrawing from the housing provident fund to pay rent, the eligibility threshold requiring rent to exceed a prescribed proportion of a household's wage income will be removed. Housing provident fund savings can be withdrawn for new purposes under the revised regulations, including renovating the homes the contributors live in and paying property management fees for such homes. The decision also states that the channels for the investment and utilization of the housing provident fund will be appropriately broadened, specifying that housing provident fund management centers are allowed to use the funds to purchase policy-oriented financial bonds. To enhance the efficiency of management services, the decision also underscores efforts to simplify the procedures for employees to apply for housing provident fund withdrawals and to shorten the review period for housing provident fund loan applications. The decision, which strengthens risk prevention and control, stipulates that housing provident fund management centers should establish comprehensive, complete and accurate credit records and incorporate them into the national credit information sharing platform. Amid efforts to expand the coverage of the system, the decision clarifies that individual business owners, part-time employees and other people in flexible employment can pay voluntary contributions into the housing provident fund and enjoy policy support in accordance with the regulations.
。 本篇评级为★★★,主要围绕以下内容展开:
1、多类资产齐齐下跌,会继续恶化吗?
2、国内市场有哪些"长线方向"?
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1、多类资产齐齐下跌,会继续恶化吗?
今天国内市场迎来大震荡,国内三大指数的跌幅都超过2%。这并非我们一家出现问题,而是全球联动所致——亚洲市场也普遍下跌,其中韩国主要股指跌幅超过5%,印尼股指的跌幅也大致相当,接近5%。
再看美国市场,目前尚未开盘,但股指期货市场已预示今晚美股仍将难以平静,可能继续回踩。
结合上周五已出现暴跌的贵金属来看,当前不仅不同地域、不同市场在同步下跌,不同资产类别之间也显现出明显的联动效应。贵金属在上周五大跌10%之后,今天黄金继续下跌6%以上,顺带着有色金属和资源板块也出现了跟随式跳水。作为大宗商品之王的原油,在这两天的跌幅也超过了5%。这场波及全球、蔓延至各大类资产的大波动,目前究竟处于什么阶段?是否还有进一步恶化的可能?这对投资者而言至关重要。
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