金吾财讯 | 交银国际研报指，9月新增人民币贷款为1.29万亿元，基本符合万得市场预期，同比少增3000亿元，主要来自票据融资。9月新增社融为3.53万亿元，略好于万得市场平均预期，同比少增2297亿元。M1增速为7.2%，环比提升1.2个百分点，4月以来保持增速提升势头；M2增速为8.4%，环比下降0.4个百分点；社融余额增速为8.7%，环比略降0.1个百分点。非银机构存款同比少增。9月新增人民币存款2.21万亿元，同比少增1.53万亿元，同比少增主要来自非银机构存款。从A股新开户数量的增长趋势来看，9月仍保持环比正增长。该机构指，9月新增人民币贷款和新增社融基本符合市场预期。该机构预计短期市场波动将带来避险情绪，同时3季度银行业盈利有望保持稳定，银行板块在经历3季度的股价调整之后仍具投资吸引力。
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