【国泰海通非银刘欣琦团队】重视配置的力量,看好低估值非银股机会

欣琦看金融
27 Jul

重视配置的力量,看好低估值非银股机会板块观点更新联系人:刘欣琦/吴浩东/肖尧本报告导读中长期增量资金加速入市,看好低估值非银股机会,推荐PB低估且相对A股折价率比较高的非银个股。摘要近年来,我们观察到一个现象:券商、保险、AMC等非银机构,普遍把增配权益作为投资资产配置的重要方向。1)券商将增配高股息OCI策略作为权益自营转型的重要方向,25Q1末上市券商合计其他权益工具投资达5064亿,我们预计...

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