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銀行、地產股拉昇,專家預計降準或短期內落地
格隆匯11月25日丨A股市場銀行和地產股出現集體拉昇走勢。銀行股中,青島銀行漲停,浙商銀行漲超6%,瑞豐銀行、蘭州銀行漲超4%,寧波銀行、廈門銀行、平安銀行等漲超3%;地產股中,嘉凱城、中國武夷、金地集團、中交地產、南國置業等多股漲停,萬科A漲超6%。日前召開的國務院常務會議提出,“適時適度運用降準等貨幣政策工具,保持流動性合理充裕”。從以往經驗來看,國常會“預吿”降準後,一般會在短期內落地。東方金誠首席宏觀分析師王青表示,預計在未來一至兩週內,央行將正式宣佈降準落地。本次降准將是一次全面降準,幅度或為0.5個百分點,釋放長期資金約1.2萬億左右,其中一部分降準資金可能會被用來置換到期MLF,以優化銀行流動性結構。

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