智通财经APP获悉，摩根大通发布研报称，中国8月信贷数据逊于预期。内地8月社会融资规模增量1.66万亿元人民币，低于该行预测的2.27万亿元人民币及市场预期的2.12万亿元人民币;新增人民币贷款仅600亿元人民币，亦大幅低于预期。贷款当中，零售借贷环比进一步收缩0.2%，而企业中长期贷款及贴现票据保持韧性。
摩根大通表示，在企业活动较强的背景下，偏好具有更强企业金融业务优势的国有银行，行业首选为中国银行(03988)及建设银行(00939)，均予“增持”评级，目标价分别为6.7港元及11.05港元。
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