金吾财讯 | 中国银河证券表示,14天逆回购操作方式调整,强化7天逆回购政策利率地位,提高流动性管理精准性,中小银行受益程度预计相对小于大行。提振消费政策再加码,银行基本面积极因素持续积累,中期业绩改善,拐点可期。关注政策成效释放以及零售业务需求和风险改善情况,以及10月二十届四中全会、 十五五规划改革措施。
金吾财讯 | 中国银河证券表示,14天逆回购操作方式调整,强化7天逆回购政策利率地位,提高流动性管理精准性,中小银行受益程度预计相对小于大行。提振消费政策再加码,银行基本面积极因素持续积累,中期业绩改善,拐点可期。关注政策成效释放以及零售业务需求和风险改善情况,以及10月二十届四中全会、 十五五规划改革措施。
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