高盛：银行业前进之路房地产融资支持的影响。

Source: Wind, Goldman Sachs Global Investment Research Part 1: More growth in local government debt In our previous Trinity J, we saw limited local goverhiment debt default risk if debts roll over but noted that lower rates could lead to NIM losses for banks. Bank reported NIMs came in below GSe, and we expect NIM risk to continue, as evidenced by 1) greater than expected official government low-rate debt growth. Total local government debt grew പ്രുവരിം vs. prior in Trinity I, mainly driven by official gov ...