金吾财讯 | 汇丰研究发表报告指，国家金融监督管理总局（NFRA）最新发布的消费贷款刺激政策通过强化监管框架有效对冲通缩预期。该行认为，最新政策或能够受国际投资者欢迎。该行表示，此次政策调整对内银股影响正面，既解决增长、资产质素和通胀痛点，又通过加强政策力度预期加速今年贷款增长。汇丰表示，从微观层面看，拥有较大型零售银行业务及信用卡业务敞口的个别银行或从中受惠，具体提及招商银行(03968)和中信银行(00998)在消费领域受惠更多。若投资兴趣增加，港交所(00388)亦可能因政策支持和股票市场成交量上升而间接受益。
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