今日银行板块小幅走高,青岛银行、苏州银行、宁波银行等涨幅居前;非银金融板块小幅下跌,不过有多只个股表现强势,拉卡拉涨超10%,国盛金控、瑞达期货、弘业期货等多股涨停。开源证券指出,提经济、稳股市政策态度延续,货币政策适度宽松,证券行业基本面向好,估值处于低位,基准约束有望带来资金回补,当下继续看好券商板块。选股方面推荐三条主线:(1)低估值、零售业务具有优势的头部券商;(2)高beta弹性的...
Source Link今日银行板块小幅走高,青岛银行、苏州银行、宁波银行等涨幅居前;非银金融板块小幅下跌,不过有多只个股表现强势,拉卡拉涨超10%,国盛金控、瑞达期货、弘业期货等多股涨停。开源证券指出,提经济、稳股市政策态度延续,货币政策适度宽松,证券行业基本面向好,估值处于低位,基准约束有望带来资金回补,当下继续看好券商板块。选股方面推荐三条主线:(1)低估值、零售业务具有优势的头部券商;(2)高beta弹性的...
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