摩根士丹利发表研究报告指,尽管近期中国政府债券收益率下跌,但随着PPI压力减轻及金融业重新聚焦风险贷款定价,预期金融资产收益率将逐步反弹,虽然短期内可能出现波动。该行认为,中国房地产市场逐步企稳将是未来两年提升金融资产收益率的另一关键催化因素,有助支持本土金融板块进一步改善收入及盈利增长,并带动板块重估。大摩与内银的会面显示,内银认为当前政府债券收益率处于良好水平,可考虑获利了结,主因银行专注于...
Source Link摩根士丹利发表研究报告指,尽管近期中国政府债券收益率下跌,但随着PPI压力减轻及金融业重新聚焦风险贷款定价,预期金融资产收益率将逐步反弹,虽然短期内可能出现波动。该行认为,中国房地产市场逐步企稳将是未来两年提升金融资产收益率的另一关键催化因素,有助支持本土金融板块进一步改善收入及盈利增长,并带动板块重估。大摩与内银的会面显示,内银认为当前政府债券收益率处于良好水平,可考虑获利了结,主因银行专注于...
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