《大行》花旗:券商受惠家庭资产向股票重新配置 首选中金公司(03908.HK)及中国银河(06881.HK)

阿斯达克财经
Jun 26, 2025

花旗表示,自去年9月24日中国人民银行推出证券、基金、保险公司互换便利(SFISF)以来,对房地产市场和消费产生积极影响,该行看到监管机构拟利用股市创造财富效应、促进家庭消费的信号。该行估计,股票投资占家庭总资产(574万亿元人民币)的2.9%,相较于美国的24.7%为低。花旗看到多项政策努力推动家庭资产向股票重新配置。家庭资产配置中股票投资每增加1个百分点,将为股市带来超过5万亿元人民币的资金...

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