加息(且不论央行加息是多么的鲁莽)之后,本该利好的银行股却遭到抛压,一方面是因为非对称加息对银行有所影响,但更主要的是,房地产的贷款对于金融系统来说,非常重要。而房地产也需要信贷,但是,我们的信贷,从表里到表外,都掐断了房地产企业的资金链,很多房企没出路,只好寻求高昂的民间融资,这就造成了房地产资金利用成本的高昂。 Interest rate hike (and no matter how reckless the central bank is raising interest rates), the bank stocks that are supposed to be favorable are being put under pressure because of the impact of asymmetric rate hikes on the banks, but more importantly, real estate loans For the financial system, it is very important. And real estate also needs credit, however, our credit, from the table to the table, have cut off the chain of real estate funds, many housing prices did not find a way, had to seek high private financing, which led to the cost of capital utilization of real estate Expensive.