是新朋友吗?记得关注我们公众号哦摘要一、上市银行金融投资:持仓久期压缩,卖老券压力加大1、金融投资规模:2025Q2,政府债券发行节奏较快,上市银行金融投资规模保持超季节性增长,增速进一步上行至15%,创2023年以来同比增速新高;按不同银行类型看,财政发力背景下,国有行、城商行配债增速处于高位。2、金融投资账户:(1)OCI占比持续上行,一是具备平滑各会计期间利润的优势,二是收益率下行导致部分...
Source Link是新朋友吗?记得关注我们公众号哦摘要一、上市银行金融投资:持仓久期压缩,卖老券压力加大1、金融投资规模:2025Q2,政府债券发行节奏较快,上市银行金融投资规模保持超季节性增长,增速进一步上行至15%,创2023年以来同比增速新高;按不同银行类型看,财政发力背景下,国有行、城商行配债增速处于高位。2、金融投资账户:(1)OCI占比持续上行,一是具备平滑各会计期间利润的优势,二是收益率下行导致部分...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.