近日,国务院召开常务会议,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。会议指出,对个人消费贷款和服务业经营主体贷款进行贴息,有利于通过财政金融联动方式,降低居民信贷成本和服务业经营主体融资成本,更好激发消费潜能、提升市场活力。从市场情绪来看,此次政策的出台进一步强化了市场对银行股的配置逻辑。在当前估值处于历史低位的背景下,政策催化带来的业绩改善预期,正吸引保险等长线资金增配银行股,...
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