周观点：两融折算率常规调整不影响存量，非银板块攻守兼备中美关税冲突升级，全球股市波动加大。我们认为，非银金融板块从8 月末至今较万得全A 指数超额下跌，估值和机构持仓均在低位，券商板块业绩景气度良好，保险板块具有一定红利属性，非银金融板块攻防兼备，当下时点，继续看好券商板块布局机会，看好低估值寿险标的配置价值，此外推荐高股息率、盈利稳健增长的江苏金租。券商：两融可充抵保证金证券折算率常规调整，9 ...
Source Link周观点：两融折算率常规调整不影响存量，非银板块攻守兼备中美关税冲突升级，全球股市波动加大。我们认为，非银金融板块从8 月末至今较万得全A 指数超额下跌，估值和机构持仓均在低位，券商板块业绩景气度良好，保险板块具有一定红利属性，非银金融板块攻防兼备，当下时点，继续看好券商板块布局机会，看好低估值寿险标的配置价值，此外推荐高股息率、盈利稳健增长的江苏金租。券商：两融可充抵保证金证券折算率常规调整，9 ...
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