将公众号“设为星标”,及时获取更新内容!文丨杨练编辑丨李恒春在耐心资本持续入市的背景下,银行红利属性延续,随着定价效率提升和估值重构,未来银行股表现或呈现结构分化趋势。央行1月15日发布的2025年金融统计数据报告显示,12月末,人民币贷款同比增长6.4%,存款同比增长8.7%;12月新增人民币贷款9100亿元,新增人民币存款1.68万亿元。12月末社融同比增长8.3%,增速环比下降0.2个百分点...
Source Link将公众号“设为星标”,及时获取更新内容!文丨杨练编辑丨李恒春在耐心资本持续入市的背景下,银行红利属性延续,随着定价效率提升和估值重构,未来银行股表现或呈现结构分化趋势。央行1月15日发布的2025年金融统计数据报告显示,12月末,人民币贷款同比增长6.4%,存款同比增长8.7%;12月新增人民币贷款9100亿元,新增人民币存款1.68万亿元。12月末社融同比增长8.3%,增速环比下降0.2个百分点...
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