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野村:內銀貸款增長放緩 料淨息差持續受壓
野村中國及香港金融研究部主管唐聖波表示,內銀貸款增長將會放緩,料淨息差持續受壓,惟跌幅會逐步收窄,而淨收入增長則會轉正。他認為,消費金融業需待居民消費信心好轉,現時風險偏好較低,料金融企業將較難錄得盈利。 野村中國房地產研究部主董季舟表示,即使市場或許正期待內房政策出台,但認為買家信心走弱的核心問題仍未解決,若政府放寬相關政策,也不會顯著影響樓市。 野村中國互聯網及新媒體研究部主管史家龍認為,內地對生成式AI監管仍處於早期階段,而政府需加快監管落地,才能讓企業發掘更多機遇。他又表示,現時地緣政治及宏觀因素均影響投資者判斷,故市場對中國互聯網公司的興趣不大。(ca/u) ~
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