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中信证券:对8月信贷修复节奏与效果,可以再乐观一些
Published Time:2022-08-17 09:43:16 Browser:410

8月17日,中信证券指出,7月金融数据整体表现较弱,8月15日央行正式降息,刺激信贷稳增长的意图十分明显。如果将当前疲弱的信贷视作需要“治疗”的问题,那么超预期降息有望带来的LPR下调将会是信贷问题的“速效药”。从历史经验来看,LPR下调和政策指导往往对信贷市场有“立竿见影”的效果,因此对于8月的信贷修复的节奏与效果,或许我们可以再乐观一些。


来源:财联社

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