高盛:中国拟发5000亿元特别国债 内银首选中国银行

格隆汇
11 hours ago

格隆汇3月6日|中国政府工作报告提出,拟发行5000亿元人民币(下同)特别国债,支持国有大型商业银行补充资本。高盛发研报指,上述特别国债金额高于先前估计的2400亿元资本缺口,但低于市场预期的1万亿元。该行认为,现时不能排除中央为大型国有银行资本重组而额外发行特别国债的可能性,因为内银可能仍面临资本不足的情况,特别是如果信贷增长过快。高盛预期,内银资本重组将分阶段进行,资本需求较大的银行,如...

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