交银国际发市场展望报告,全球经济正步入周期转换阶段,预计2025年股市既有支撑,也面临扰动,建议均衡配置。保险股方面:资负两端均面临较高基数,但兼具防御性与弹性,推荐平安和太保;银行股方面,把握高股息主线,适度增加弹性,关注国有行和招行;证券股方面:预计业务趋势向好,但估值合理,推荐中信证券和华泰。该行指,互联网行业方面,需求复苏,看好估值吸引之优质平台。新政推进对线上及线下消费的拉动效果或将最快...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.