核心观点:1)近期市场热度仍维持高位,Q3 券商业绩有望延续高增趋势,慢牛下中长期ROE 中枢有望抬升;保险方面,整体来看印证了存款搬家、增配权益和新单成本改善逻辑,中长期ROE 改善确定性进一步提升,估值有望加速修复,结合中长期拐点向上的判断,我们认为整体配置性价比正逐步提高。2)从盈利和分红的稳定性维度出发,我们持续推荐盈利增速和分红率稳定的江苏金租,分红稳定且股息率维持高位的中国平安,以及...
Source Link核心观点:1)近期市场热度仍维持高位,Q3 券商业绩有望延续高增趋势,慢牛下中长期ROE 中枢有望抬升;保险方面,整体来看印证了存款搬家、增配权益和新单成本改善逻辑,中长期ROE 改善确定性进一步提升,估值有望加速修复,结合中长期拐点向上的判断,我们认为整体配置性价比正逐步提高。2)从盈利和分红的稳定性维度出发,我们持续推荐盈利增速和分红率稳定的江苏金租,分红稳定且股息率维持高位的中国平安,以及...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.