金吾财讯 | 中国银河证券表示，2026Q2央行货币政策执行报告延续实施适度宽松的货币政策表述，但下阶段思路调整为充分发挥各项存量政策效能，及时谋划出台务实管用的增量政策，加大逆周期调节力度。增量政策信号明确，并且提出综合运用并适时调整货币政策工具。考虑到现阶段复杂多变的外部环境，不排除三季度降准降息的可能性。该机构指，中小银行化险加速，利好银行风险预期改善：报告显示持续推进高风险机构风险处置，支持金融监管总局、湖北省政府接管武汉众邦银行。推动高风险机构集中的省份，加快制定改革化险整体方案，稳步推进农村信用社改革化险。推动大型企业及金融机构风险处置。
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