天风证券:看好银行财富管理和共同富裕长线逻辑,建议重视轻资产、低风险的银行零售标的

智通财经2021-11-26

智通财经APP获悉,天风证券发布研报称,大势研判更为谨慎,稳增长的预期提升;货币政策以我为主,流动性边际放松;9月贷款利率上升,存款利率下降;信用环境有望改善,更多依仗结构性工具;房地产金融政策边际调整,重视系统性风险;看好财富管理和共同富裕长线逻辑。短期来看,政策重心向“稳增长”倾斜,未来流动性和信贷投放预计稳中偏松,房地产金融政策边际调整将助力稳增长和风险有序化解。长期来看,流动性阶段性宽松只...

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