非银金融周报:险资入市再迎政策支持 稳定币概念叠加中报向好驱动非银板块估值提升

申万宏源研究
13 Jul

券商:本周申万券商II 指数收涨4.46%,跑赢沪深300 指数3.64pct。1)上海国资委围绕稳定币&加密货币召开学习会。多家券商已经对虚拟资产领域进行布局:国泰君安国际升级其在港股一号牌照;广发证券为合格投资者提供代币化证券“GF Token”;目前东方财富、国联民生和国金证券等券商纷纷发布关于虚拟资产交易的信息。随着香港稳定币领域政策催化以及境内(上海国资委)针对稳定币的讨论学习,我们预计...

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