MOM新规对金融IT影响的定性和定量分析.pdf

-1- 2019 02 25 MOM IT tianjiehuaxsdzq S0280517050001 liuhang1xsdzq S0280118020016 MOM 2019 2 22 MOM MOM Manager of Managers 1 2 3 4 MOM IT IT MOM IT IT IT 7.47 1000 -500 100 -10 30 32 68 120 121 50 68 149 IT 7.47 MOM IT IT -28% -21% -14% -7% 0% 7% 14% 2018/02 2018/05 2018/08 2018/11 2019/02 计算机应用 沪深300 2019-02-25 -2- 1 、 MOM . 3 2 、 MOM . 3 3 、 MOM IT . 5 4 、 IT 7.47 . 6 5 、 . 6 1 MOM . 3 1 . 4 2 . 4 3 MOM IT . 6 2019-02-25 -3- 1 、 MOM MOM 2019 2 22 MOM FOF MOM Manager of Managers 2 、 MOM 1 MOM MOM MOM 2019-02-25 -4- 1 5 2 5 2 1 2 1 3 3 3 3 MOM MOM 2 1 / 2019-02-25 -5- 15 MOM MOM MOM 3 、 MOM IT MOM IT FOF MOM IT FOF MOM 2019-02-25 -6- FOF IT FOF FOF IT MOM IT IT 4 、 IT 7.47 MOM MOM 1000 -500 100 -10 30 32 68 120 121 50 68 149 IT 7.47 3 MOM IT 5 1000 5000 25 500 12500 32 500 16000 68 200 13600 120 100 12000 121 100 12100 50 68 30 2040 149 10 1490 74730 Wind 5 、 MOM IT IT 2019-02-25 -7- 2017 7 1 R3 C3 C4 C5 C3 C4 C5 2017 2016 7 6 12