意见领袖 | 戴志锋 邓美君 杨超伦报告摘要核心观点:总量:信贷增速下降是合理现象(化债+核销+轻资产行业信贷依赖暂不足弥补地产缺口),反映我国金融供给侧结构的变化。结构:着重强调“五篇大文章”,新增“支持县域经济”和“支持个人修复信用”。利率:保持合理利率比价关系;房贷新发利率持平。总量:信贷增速下降是合理现象,反映我国金融供给侧结构的变化。1、与银行贷款相比,社会融资规模和货币供应量等总量指标...
Source Link意见领袖 | 戴志锋 邓美君 杨超伦报告摘要核心观点:总量:信贷增速下降是合理现象(化债+核销+轻资产行业信贷依赖暂不足弥补地产缺口),反映我国金融供给侧结构的变化。结构:着重强调“五篇大文章”,新增“支持县域经济”和“支持个人修复信用”。利率:保持合理利率比价关系;房贷新发利率持平。总量:信贷增速下降是合理现象,反映我国金融供给侧结构的变化。1、与银行贷款相比,社会融资规模和货币供应量等总量指标...
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.