概要临近四季度,券商基本面预期具备较高确定性。9月以来,受交易压制,券商板块估值持续回落,截至9月26日,券商板块9月累计下跌约-8%,大幅跑输主要股指,机构资金当前仍显著低配。叠加季报预期良好+四季度机构资金对绝对收益配置的切换需求,券商板块有望迎来持续上涨动能。建议持续重视低配置、低估值、高预期的券商板块投资机会。1、券商基本面预期向好,估值相对低位:-成交额维持高位:9月以来A股成交额同比+...
Source Link概要临近四季度,券商基本面预期具备较高确定性。9月以来,受交易压制,券商板块估值持续回落,截至9月26日,券商板块9月累计下跌约-8%,大幅跑输主要股指,机构资金当前仍显著低配。叠加季报预期良好+四季度机构资金对绝对收益配置的切换需求,券商板块有望迎来持续上涨动能。建议持续重视低配置、低估值、高预期的券商板块投资机会。1、券商基本面预期向好,估值相对低位:-成交额维持高位:9月以来A股成交额同比+...
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