论文部分内容阅读
经过春节前后的阶段性上涨,市场对前期过分悲观的业绩预期有所修正。但是随着1月信货数据的披露,在“货款增长的可持续性”和“政策刺激的实际效果”还是未知数的情形下,银行股缺乏继续上行的动力。
After the Spring Festival stage up before and after the market over-pessimistic expectations of the performance of some correction. However, with the release of the January letter of credit data, there is no incentive for bank stocks to continue their upward movement in the context of “the sustainability of the growth in payment” and the “actual effect of policy stimulus”.