金吾财讯 | 交银国际表示，10月新增人民币贷款为2200亿元，同比少增2800亿元，新增主要来自票据融资。10月新增社融为8150亿元，同比少增5970亿元，主要由于新增人民币贷款和政府债券同比少增。M1增速为6.2%，环比下降1个百分点，随着同比基数抬升增速有所放缓；M2增速为8.2%，环比下降0.2个百分点；社融余额增速为8.5%，环比略降0.2个百分点。新增人民币存款6100亿元，同比多增100亿元，新增主要来自非银机构存款。该机构指，10月新增人民币贷款和社融均同比少增，预计随着10月新型政策性金融工具完成投放，对于实体经济融资需求和社融的拉动效果有望逐步显现。当前市场背景下，投资者风险偏好有所降低，银行板块防御属性突出，仍具投资吸引力。
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