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《大行報告》高盛:降準50點子正面 料再下調政策利率

AASTOCKS ·  Jan 26 10:45

高盛發表報告,指人行預告2月上旬下調存款準備金率50點子,減幅大過以往的25點子,將在首季信貸增長預期放緩下提供更多流動性。該行相信超預期的存款準備金率減幅,將減少批發層面的融資成本。該行宏觀團隊亦繼續預期政策利率進一步下調,包括中期流動性工具,譬如中期信貸便利(MLF),亦預期銀行存款成本持續下降。該行又預期銀行首季淨息差轉弱,但投資收入增強。

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