华尔街测算:“存款迁移”只有1万亿,而非10万亿,但对保险和A股仍意义重大

华尔街见闻
Feb 11

存款“搬家”从2025年中开始成了市场绕不开的话题:大额定存到期,会不会突然从银行体系流向股市、保险、甚至地产和消费?关于到期规模的传言从10万亿一路飙到70万亿,背后期待的其实是“更快的资金再配置”,足以改写不同资产的供需和定价。据追风交易台,美国银行全球研究部分析师Michael Li在最新报告里把这个预期往回拉了一截,估计存款搬家规模约1万亿元,而不是10万亿元或更高。存款外流确实在发生,但...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10