《大行报告》中金：内地信贷需求仍有待恢复推荐关注折让较高的内银H股

阿斯达克财经03-18

中金发表报告指，人民银行发布2月金融数据。整体而言，1月信贷、社融受到春节因素以及去年同期信贷投放节奏的影响增长总体明显放缓，合并前两个月、并考虑去年今年投放节奏的差异，信贷波动有所平滑。但从信贷需求来看，居民购房、房地产投资、民间投资等领域的需求总体仍有待恢复，后续关注房地产政策变化、三大工程和基建投资等领域对需求的拉动。中金认为目前银行投资高股息仍是主线，推荐关注H股折价较高的国有大行，例如...

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《大行报告》中金：内地信贷需求仍有待恢复 推荐关注折让较高的内银H股

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《大行报告》中金：内地信贷需求仍有待恢复推荐关注折让较高的内银H股