美国银行放松监管利好 杰富瑞预测2.6万亿美元贷款能力将释放

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金色财经报道,据杰富瑞集团分析师称,美国银行放松监管预计将为大型金融机构释放约2.6万亿美元的贷款能力,从而巩固美国贷款机构相对于欧洲竞争对手的更高估值。分析师Aniket Shah和Daniel Fannon等人在周五的一份报告中写道,放松监管可以“在2026年之前推动贷款、并购和技术投资的实质性提升”,并将提振收益和市场份额。他们引用了与Alvarez&Marsal金融服务联席主管Fernandodela Mora的讨论,写道:“资本释放可能会强化美国银行相对于欧洲同行的估值溢价,并支持更高的股价。”特朗普政府官员正计划软化在2008年金融危机后建立的银行资本措施。在银行抱怨这将限制其业务后,美联储已传阅计划,大幅放宽一项拜登时代旨在提高资本水平的提案。欧洲银行家和政界人士也表示,欧盟的银行监管过于严格,正在赋予美国贷款机构优势。

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