大行評級|瑞銀:零售業務敞口較大的銀行受益促進消費政策
瑞銀髮表研報指,國家促進消費專項措施反映當局對支持國內消費是前所未有地高度重視,所提出的鼓勵工資合理增長、穩定股市、新生育補貼、支持房地產市場、對符合條件的貸款提供利息補貼以及更寬鬆的消費貸款條件等政策,構成促進消費組合拳,可能促進銀行零售貸款增長加快及資產質量提升,當中零售業務敞口較大的銀行,包括招商銀行、中信銀行及平安銀行可能受益更多。
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