行业动态行业近况我们对金融数据预测进行更新。评论10 月信贷数据前瞻：我们预计10 月新增人民币贷款约4000 亿元，低于去年的5000 亿元，主要由于信贷淡季、政策性金融工具对信贷的拉动暂未显现。贷款余额增速6.6%，环比上月持平。具体看：1. 对公贷款：高频基建草根数据显示实体经济信贷需求恢复仍不明显，10 月末票据利率快速下行，显示银行仍存在信贷“冲量”诉求。向前看，我们预计10 月落地的...
Source Link行业动态行业近况我们对金融数据预测进行更新。评论10 月信贷数据前瞻：我们预计10 月新增人民币贷款约4000 亿元，低于去年的5000 亿元，主要由于信贷淡季、政策性金融工具对信贷的拉动暂未显现。贷款余额增速6.6%，环比上月持平。具体看：1. 对公贷款：高频基建草根数据显示实体经济信贷需求恢复仍不明显，10 月末票据利率快速下行，显示银行仍存在信贷“冲量”诉求。向前看，我们预计10 月落地的...
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