智通财经APP获悉,中金发布研报称,稳定仍然是2026年银行业业绩的大概率情况,预计上市银行营收利润同比保持平稳,主要源自净息差压力进一步缩小,信贷投放增速可能进一步放缓,主要源自信贷需求疲软以及风险补偿不足,社融增速则取决于财政政策。作为金融基础设施,银行已进入高质量发展阶段,仅少数上市银行录得二位数增长,高股息投资成为主要范式,高股息财务指标录得更需要高质量发展。中金主要观点如下:稳定,仍然是...
Source Link智通财经APP获悉,中金发布研报称,稳定仍然是2026年银行业业绩的大概率情况,预计上市银行营收利润同比保持平稳,主要源自净息差压力进一步缩小,信贷投放增速可能进一步放缓,主要源自信贷需求疲软以及风险补偿不足,社融增速则取决于财政政策。作为金融基础设施,银行已进入高质量发展阶段,仅少数上市银行录得二位数增长,高股息投资成为主要范式,高股息财务指标录得更需要高质量发展。中金主要观点如下:稳定,仍然是...
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