港股異動丨內銀股普漲 1月新增信貸規模創新高,超預期
格隆匯2月10日丨內銀股普漲,廣州農商銀行漲近4%領漲,交通銀行和江西銀行漲超3%。中國央行昨日發佈1月金融統計數據報吿,1月新增人民幣貸款35800億元,創歷史新高,同比多增2252億元,預估為35000億元,前值為12552億元。具體來看,1月貸款投放創下天量,主要投向企業中長期貸款、以個人住房按揭貸款為主的居民中長期貸款。國泰君安指出,前期刺激政策緩步退坡但不急轉彎,收緊節奏慢於市場預期。申萬宏源研報稱,貸款超預期,社融、信貸情況顯示年初信用擴張需求仍然旺盛,貨幣政策“不急轉彎”而不是過快收緊的目標是合理的,全年信用需求不必擔憂。

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