保险Ⅱ行业点评报告:再战指数关键点位关口 复盘券商估值演绎:量能仍是关键变量

中泰证券
03 Aug

事件:2025 年7 月10 日,上证指数第5 次涨至3500 点后再战指数关键点位。自2000年以来,上证指数曾4 次涨至3500 点,并2 次成功突破4000 点千点整数关口。以史为鉴,展望板块后期走势。2007 年,上证指数首次升至4000 点时上市券商数量少且多数券商正在借壳上市。上证指数于2007 年4 月12 日首次升至3500 点,14 个交易日后(2007 年5 月9 日)突破...

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