中行农行工行:高盛看好内银股前景

和讯网
20 Feb

【2 月 20 日,高盛发布报告称】未来一个月将迎来两会,内银也将公布 2024 年全年业绩报告,银行资本结构重整或成投资者焦点。高盛认为,大型国有银行能借助新资本维持 2025 年及 2026 年的股息派发,在 2025 年 8.5%贷款增长预测下或有盈余资本。高盛指出,内银主要风险可能是低利率环境下的过度信贷增长,会消除资本致潜在资金短缺更快出现。但 1 月系统信贷增长超预期,因银行保守指引及...

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