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Yuvi.
$XLF 通胀升温一定改善银行利润吗？
今日CPI可能改变市场对利率路径的判断。资产端贷款收益与负债端存款成本重定价速度不同。若贷款收益提升且存款成本受控，净息差更有支撑。若存款争夺加剧或信用损失上升，利率上行反而可能压利润。
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