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

智通财经
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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