国信证券发布研报称,随着存款利率中枢持续下降,居民财富配置正从低息存款向多元化理财产品转移,这将推动银行理财、保险资管和公募基金等机构规模扩张,并促进股票市场估值回归。建议关注商业模式具备“护城河”优势的中国财险(02328),及资产收益弹性较大的新华保险(601336)(01336)、中国人寿(601628)(02628),同时券商板块建议关注中信证券(600030)(600030.SH)、...
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