开源证券指出,近1个月大金融板块有所调整,券商和保险板块呈现出一定的负超额。市场活跃度仍在较高水平,低利率环境下机构和居民资金入市趋势有望延续,继续看好慢牛启航下非银金融板块战略性增配机会。券商板块盈利高景气、估值性价比较高,具有较高的胜率和赔率,看好低估值保险H股配置价值。
Source Link开源证券指出,近1个月大金融板块有所调整,券商和保险板块呈现出一定的负超额。市场活跃度仍在较高水平,低利率环境下机构和居民资金入市趋势有望延续,继续看好慢牛启航下非银金融板块战略性增配机会。券商板块盈利高景气、估值性价比较高,具有较高的胜率和赔率,看好低估值保险H股配置价值。
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