优化金融供给,培育消费需求6 月24 日,中国人民银行等六部门联合印发《关于金融支持提振和扩大消费的指导意见》(以下简称《意见》),提出19 项具体举措重点支持消费。《意见》明确支持消费产业链上优质企业发行上市,并鼓励发行消费ETF 等特色投资产品,有望为相关领域引入增量资金。政策预期向好,有望促进经济回暖,提振实体信贷需求。个股关注1)银行:优质区域行如南京/杭州/重庆H/渝农H;主动权益欠配...
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