【开源证券:继续看好券商板块】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弹性的金融科技标的;(3)受益于港股市场IPO扩容和活跃度提升的香港交易所及海外业务占比高的头部券商。

金融界
27 Jun
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弹性的金融科技标的;(3)受益于港股市场IPO扩容和活跃度提升的香港交易所及海外业务占比高的头部券商。

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