花旗：今次增量政策有利内银和券商短期内有效控制不良贷款风险

智通财经2025-05-08

智通财经APP获悉，花旗发布研报称，人民银行、国家金融监督管理总局及中证监会联合昨日举办记者会，公布一系列即将推出的重要政策。虽然今次政策不如去年9月24日推出的政策组合般具有历史性意义，但支持性措施有助于稳定房地产及中小企业，缓解关税对出口企业的冲击，短期内有效控制不良贷款风险。对内银而言，资产质量改善及债务可持续性的提升将是关键利好，预计将推动估值上行，但仍需关注净息差压力。央行推降准减息等...

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花旗：今次增量政策有利内银和券商 短期内有效控制不良贷款风险

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花旗：今次增量政策有利内银和券商短期内有效控制不良贷款风险