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Yuvi.
$XLF PPI升温会让银行净息差变好吗？
美国10月PPI安排11月13日发布。投入价格升温若传导到市场利率，资产收益和存款成本仍会以不同速度重定价。若贷款收益提高且存款成本可控，净息差有改善空间。若存款竞争加剧或企业偿债能力变弱，高利率反而可能压利润。
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