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编者按银行超额准备金的快速下降以及回购利率的大幅上升都说明流动性最宽裕的时候已经过去,始自于1664点的资金推动性行情也开始步入转型期;由于当前经济的好转速度呈现超预期,复苏态势已经确立,后市复苏主题有望取代流动性成为市场新的驱动力量。
Editor’s note by the bank’s rapid decline in excess reserves and the sharp rise in the repo rate illustrate the most ample time for liquidity has passed, starting from the 1664-point funding-driven sex has begun to enter the transition period; due to the current economic recovery rate Showing more than expected, the recovery trend has been established, the theme of recovery is expected to replace liquidity has become a new driver of the market.