中金策略：无需过忧信用风险，政策可能逐步加力稳增长

中金策略2021-12-05

近期市场面临的内外部担忧相对较多，外部方面，在外围回调的背景下A股指数则震荡上行，符合我们上周提示的“中国市场相比海外更有韧性”的判断。基于中国疫情防控更好、经济体系更完善、增长与政策周期相对有利和市场估值水平较为合理的四大优势，我们认为中国市场相比海外可能继续表现更好。内部方面，本周某大型地产开发商公告称可能无法履行2.6亿美元，我们认为市场对于该信用风险问题的前期已有预期，对此央行、银保监会和...

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开洱文
2021-12-06
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2021-12-05
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名字真难起
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