明年2022年起將以sofa「有擔保」隔夜融資利率,取代libor的「信用」報價利率。
1美元、美債更主導全球資金融通
2以「實質擔保」提代「信用」,利率將較低些,但是融資周轉量也降低,反應在資本市場的可能是短期資金流下降,從而短炒降低,不易有大輻波動,也由於資金周轉率降低,股價短期難以推升,需得靠長期資本投資獲利來維持,換句話說要靠真實力,不是靠膨風的假想未來!但,當然調整前對股市仍是有影響!
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