【太平洋金融|银行】国债利息收入增值税恢复,适度宽松货币政策基调延续

观夏策略随笔
Aug 09

报告摘要行情回顾:1)大盘方面,本周上证指数、沪深300指数涨跌幅分别为-0.94%、-1.75%;中证全债、中证全债(净)指数涨跌幅分别为0.19%、0.15%。2)板块方面,申万银行指数涨跌幅为-0.84%,跑赢沪深300指数0.91pct,在申万一级行业中排名第10;国有行、股份行、城商行、农商行指数涨跌幅分别为0.80%、-1.52%、-1.04%、-2.30%。3)个股方面,国有行板块...

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