中信证券表示金融数据前瞻来看我们判断6月信用扩张的整体读数或有所改善半年时点供给端投放意愿提升或带动对公短贷等品种上量预

智通财经
10 Jul
中信证券表示金融数据前瞻来看我们判断6月信用扩张的整体读数或有所改善半年时点供给端投放意愿提升或带动对公短贷等品种上量预计当月央行口径贷款增量有望同比多增叠加政府债的驱动因素不改6月社融增速则有望小幅提升至约8.9%。展望而言7月季节性内生性宽松叠加央行呵护态度料有效对冲税期与政府债发行等因素资金面或维持合理充裕。此外政府债券发行仍在高位叠加去年同期极低基数7月社融增速或有望延续提振趋势。

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