金吾财讯 | 华泰证券表示，9月22日国新办举行“高质量完成‘十四五’规划”系列主题新闻发布会，介绍“十四五”时期金融业发展成就。主要内容：1）资本市场投融资协调发展、含“科”量提升，中长期资金入市机制不断完善；2）A股总市值突破100万亿元，市场韧性和抗风险能力明显增强；3）货币政策坚持以我为主，巩固经济回升向好趋势；4）积极助力化解房地产和地方债风险，中小银行改革化险提速。该机构指，积极的政策基调不改，把握金融结构性机会：1）证券：看好中长期价值重估机会，如估值更具性价比的相关券商。2）银行：近期红利风格偏弱，关注资金切换下补涨机会。
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