瑞银汪涛:政府债券和低基数推动4月信贷增速反弹

金融界
May 16

瑞银亚洲经济研究主管及首席中国经济学家汪涛近日发表中国经济评论,以下是主要观点: 政府债券发行推动新增社融同比走强 4 月新增社融1.16万亿元,大幅高于2024年4月的低基数,不过低于市场预期2000亿左右(市场预期1.37万亿,瑞银证券估算1.2万亿)。新增社融同比走强主要得益于政府债券发行9760亿元,远高于去年4月的净收缩940亿。 另一方面,社融口径下的人民币贷款新增 840亿元(同比...

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