摘要■投资逻辑7月31日公告，国务院常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策。此外，早在3月17日，国家金融监督管理总局就要求金融支持消费，指出“针对长期、大额消费需求，从消费贷款额度、期限等方面给予支持”。我们认为，上述政策如果可以落实，居民消费和银行基本面均会受益。降低居民部门真实利率水平，抑制边际储蓄倾向，刺激当期消费。但前提是，财政贴息持续的时间足够长。因为永久收入...
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