金吾财讯 | 中金公司表示，7月信贷需求仍然偏弱，新增居民贷款和企业贷款均转负，财政和政策性金融工具投放仍然偏慢，票据监管加强也对信贷带来阶段性扰动。企业债和股票融资回暖带动新增社融同比止跌，但M2增速仍在下行。展望未来，该机构认为通胀预期上修可能已经结束，实际利率或止跌回升，金融总量仍有下行压力。该机构认为央行降息的空间仍然存在，但在节奏上或偏谨慎，财政发力进度可能是接下来决定经济基本面和货币政策节奏的关键。
金吾财讯 | 中金公司表示，7月信贷需求仍然偏弱，新增居民贷款和企业贷款均转负，财政和政策性金融工具投放仍然偏慢，票据监管加强也对信贷带来阶段性扰动。企业债和股票融资回暖带动新增社融同比止跌，但M2增速仍在下行。展望未来，该机构认为通胀预期上修可能已经结束，实际利率或止跌回升，金融总量仍有下行压力。该机构认为央行降息的空间仍然存在，但在节奏上或偏谨慎，财政发力进度可能是接下来决定经济基本面和货币政策节奏的关键。
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