每经AI快讯,7月18日,中信建投(601066)证券最新研报称,继续看好非银板块投资机遇。宏观层面,国内经济企稳叠加降准降息释放流动性,若美联储下半年降息将进一步改善海外流动性,提振A股与港股市场活跃度,非银板块作为资本市场核心参与者直接受益。政策维度,证券业新规或将为券商多项业务带来营收增长,险资长周期考核政策释放投资收益弹性改善估值,资管产品带动权益市场,三大政策重塑行业生态并夯实基本面。...
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