非银金融行业点评报告:春江水暖鸭先知 欠涨券商布局正当时

中泰证券
Jul 23, 2025

我们持续看好券商板块的相对收益机会,重申板块投资逻辑.逻辑1:增量市场下紧握非银板块相对收益机会。从市场交易特征来看,2025 年6月以来,A 股市场逐步从存量市场转为增量市场。随着交投活跃度攀升,市场整体估值中枢开始普遍和趋势性抬升,板块从轮动到普涨,赚钱效应开始显现。昨日(2025年7 月22 日),三地成交额为1.93 万亿元,接近2 万亿元整数关口,较前一交易日涨跌为11.7%;昨日三地...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10