[金融业] [2020-02-24]
整体来看,疫情冲击下经济基本面短暂受到压制,银行业信贷需求下降,部分地区及相关行业坏账暴露风险增大,政策引导银行让利实体带来息差下行,银行一季度业绩承压。影响大小主要看企业复工复产的时间以及政策对冲力度,只要能在2 月底复工,经济活动恢复正常,疫情对银行业绩冲击有限。
[金融业] [2020-02-24]
以2020 年3 月1 日至8 月31 日为转换期,存量贷款将挂钩LPR,随着转换期临近,市场对银行后续业绩影响保持较高关注度。本次转换中,除住房按揭贷款利率2020 年不受影响,其余贷款利率均受到今年LPR 调整的影响。存量贷款定价基准转换涉及贷款数额庞大,且市场对LPR 下调预期较强。
[文化、体育和娱乐业,金融业] [2020-02-23]
The global luxury travel market is growing at a healthy rate of 6.4%, owing to the increase in interest of people in unique and exotic holiday destinations. Luxury travel is a niche market; however, it is gradually gaining market share in the overall travel industry, owing to growth in disposable income and rise in living standards of people. The increase in the number of high-net-worth individual HNIs in emerging markets further propels the growth of the luxury travel market. The global luxury travel market is projected to reach $ 1,614,639million by 2026, growing at a CAGR of 7.9%, from 2019 to 2026. The growth of the luxury travel market is attributable to the large number of luxury travel companies switching to new age technologies. This is to boost the luxury travel status and delivering guests with state of the art facilities. Oculus rift-virtual reality device, Amazon eco-artificial intelligence, Go pro-wearable technology, and DaVinci 3D printing are some of the advanced technologies launched for the customers to enhance their travel experience.
[金融业] [2020-02-22]
12月份,行业运行整体表现一般。货币市场利率延续低位,“宝宝类” 产品收益率普遍降至3%以下。第三方移动支付市场格局较为稳定,支付宝和腾讯金融依然保持90%以上的集中度。网贷方面,1~12月,网贷平台成交量共9649.11 亿元,同比下降46.24%,贷款余额环比下降9.10%。12 月,行业平台平均借款期限拉长至15.71个月,综合收益率升至9.46%。
[水利、环境和公共设施管理业,金融业] [2020-02-18]
[信息传输、软件和信息技术服务业,金融业] [2020-02-18]
The industry landscape chapter gives a brief knowledge about the various product developments, partnerships, mergers & acquisitions, and collaboration strategies implemented by the companies operating in the application modernization tools market.Market initiative strategy is adopted by the companies to expand their footprints across the world to meet the growing demand of customers. The players operating in the application modernization tools market are focusing on products enhancements by integration of advanced technologies.
[金融业,通用设备制造业] [2020-02-17]
[房地产业,金融业] [2020-02-17]
[金融业] [2020-02-16]
前言:春节假日中,我们对疫情后的金融政策进行了全面分析,核心结论:疫情后的货币和监管环境是利于市场风险偏好提升,风险偏好提升仍是今年资本市场核心逻辑。资本市场印证了我们的观点,详见报告《疫情会对金融政策有什么影响?——政策传导投资》。
[金融业] [2020-02-16]
年初以来,因疫情引发银行让利、息差收窄、资产质量恶化之担忧,银行板块下跌约10%。且银行板块近期未随大盘反弹而明显上涨,明显跑输沪深300,银行板块仍处于底部。我们认为,疫情是当前银行股估值提升的核心矛盾,股价已经反映对疫情悲观的预期,疫情的拐点或是银行股反弹的起点。