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港股异动 | 内银股普涨 8月新增信贷及社融均超预期
格隆汇 09-13 14:01
格隆汇9月13日丨内银股普涨,中小银行涨幅靠前,其中哈尔滨银行(6138.HK)涨2.65%领涨,国有大行亦纷纷录得不同涨幅。9月11日,央行发布2019年8月金融数据,其中,M2同比增长8.2%,人民币贷款增加1.21万亿元,社融增加1.98万亿元。对于8月信贷数据,机构均表示,新增信贷及社融均略高于预期。国泰君安证券表示,新一轮货币宽松窗口已经打开,且本轮宽松的力度和时间可能超市场预期,银行股有望迎来一轮DDM模型分母驱动的行情。
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