非银一周观点我们自贸易战落地以来一直看好非银板块的投资机会,提出非银权重股基于机构配置、中小盘股票基本面边际改善的原因,我们看好非银板块。我们认为当前稳股市背景下,需要重视低估值且欠配的权重股的机会,非银权重股从“基本面的边际思维”转向“总量风险收益比的总量思维”。尤其是近期鼓励红筹和H股回A的政策下,港股的非银权重股更为受益。此外,我们持续推荐的消费金融本周表现亮眼,我们继续看好宽货币且高层推动...
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