核心观点1）券商方面，本周业绩预告陆续披露，市场交投维持高位，中报业绩预计延续高增，持续看好板块配置机会；另外保险方面，本周财政部印发《关于引导保险资金长期稳健投资 进一步加强国有商业保险公司长周期考核的通知》，强调长周期考核和经营管理能力提升，引导长期资金践行价值投资理念，持续推动中长期资金入市。当前估值隐含市场对长期投资的悲观假设，考虑中远期利差水平，当前估值仍然安全，看好集中度和负债成本改善...
Source Link核心观点1）券商方面，本周业绩预告陆续披露，市场交投维持高位，中报业绩预计延续高增，持续看好板块配置机会；另外保险方面，本周财政部印发《关于引导保险资金长期稳健投资 进一步加强国有商业保险公司长周期考核的通知》，强调长周期考核和经营管理能力提升，引导长期资金践行价值投资理念，持续推动中长期资金入市。当前估值隐含市场对长期投资的悲观假设，考虑中远期利差水平，当前估值仍然安全，看好集中度和负债成本改善...
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