FDIC或是硅谷银行收购输家,沙特注资助推荣盛价值重估,房地产税一旦试点有三大关注点——0328宏观脱水研报

华尔街见闻
28 Mar 2023

摘要: 硅谷银行交易对第一公民银行有利,但对FDIC来说并不算成功。折扣、新分行均有利于提高第一公民银行盈利能力;但FDIC需承担可能是风险更高的剩余资产的责任,200亿美元损失对FDIC体量来说也是很大的冲击。 荣盛石化与沙特战略合作可形成良性互补,溢价转让助推公司价值重估。沙特阿美将为公司提供充分的原油采购便利,沙特采购也将支持公司产品需求扩张,但需注意下游需求持续低迷、新增产能投放后行业...

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