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  来源:金融界

  在4月22日的交易中,沪深股市表现出不同的走势,沪指小幅上涨0.25%,收获“八连阳”,报3299.76点,而深成指和创业板指则分别下跌0.36%和0.82%。市场的波动不仅反映了投资者对未来经济形势的不同预期,也与近期政策面的变化密切相关。值得注意的是,市场交投热情明显提升,沪深两市成交额达到1.09万亿元,较前一交易日增加486亿元,显示出资金面的持续活跃。尤其是跨境支付和房地产市场的政策推动,成为了市场关注的焦点。

  跨境支付板块迎来利好

  伴随着全球跨境支付市场的稳步增长,跨境支付板块的表现尤为抢眼。华西证券分析师指出,央行发布的《上海国际金融中心进一步提升跨境金融服务便利化行动方案》将进一步提升人民币跨境支付系统的功能,预计今年跨境支付的收付金额增速将显著提升,市场规模可能达到百万亿级别。相关股票如新晨科技和海联金汇等纷纷涨停,显示出市场对这一领域的强烈信心。

  房地产市场的政策支持

  与此同时,房地产市场的回暖也为A股提供了支撑。广东省政府在4月21日召开全省一季度经济形势分析会,强调推动房地产市场止跌回稳,并加强城市更新和城中村改造。这一政策的出台,使得地产股如外高桥和天保基建等出现震荡上涨的趋势。市场普遍认为,随着政策的落实,房地产市场有望逐步恢复活力,从而带动相关板块的表现。

  综合来看,尽管A股市场面临短期波动,但跨境支付和房地产政策的支持为市场注入了新的动力。证券机构普遍看好中国股市的长期升势,建议投资者关注新兴科技、金融周期等主线,抓住市场回暖的机会。

  4月22日,四川证监局发布公告,对成都瑞智和裕投资有限公司(以下简称“瑞智和裕”)采取责令改正,对梁子鱼、刘果、杨昊东采取出具警示函的行政监管措施,并记入证券期货市场诚信档案。

  公告显示,瑞智和裕在开展私募投资基金业务过程中,存在以下情形:

  一是未严格履行投资者适当性管理义务。

  二是委托不具有基金销售业务资格的单位从事资金募集活动。

  三是以从事资金募集活动为目的设立分支机构。

  四是从业人员变更未按规定报告。

  上述行为违反了《私募投资基金监督管理暂行办法》(以下简称《私募办法》)第四条第一款、第二十五条第一款以及《关于加强私募投资基金监管的若干规定》(以下简称《若干规定》)第六条第一款第八项、第九项的规定。

  梁子鱼时任公司法定代表人、总经理、刘果作为时任公司合规风控负责人、杨昊东作为时任公司董事长,未能勤勉尽责,对上述违规行为负有主要责任,违反了《私募办法》第四条第二款的规定。

  基于上述违规行为,依据《私募办法》第三十三条和《若干规定》第十三条第一款的规定,四川证监局决定对瑞智和裕采取责令改正,对梁子鱼、刘果、杨昊东采取出具警示函的行政监管措施,并记入证券期货市场诚信档案。

  公开资料显示,瑞智和裕立于2016年03月24日,主要经营业务包括受托资产管理;投资管理等。

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