广发证券：银行业信贷平稳回落货币端M2韧性凸显

智通财经03-05

智通财经APP获悉，广发证券发布研报称，预计2月银行业社融增量2.1万亿元、同比少增0.1万亿元，社融增速8.1%。信贷受春节错位影响同比少增，对公持平、零售回落；政府债净融资1.4万亿元但受高基数影响同比少增。货币端建议更关注M2，跨境资金回流持续补充流动性，预计2月M2增速持平于9.0%，M1受低基数推动回升至5.1%。广发证券主要观点如下：预计社融增速8.1％该行预计2026 年2 月社融...

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广发证券：银行业信贷平稳回落 货币端M2韧性凸显

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广发证券：银行业信贷平稳回落货币端M2韧性凸显