●● 导语●●证券指数大幅跑输沪深300，三季报或触发补涨。背景逻辑◼显著跑输大盘，补涨逻辑凸显8 月以来，在大盘指数冲上 3900 点的慢牛行情中，证券公司指数跑输沪深 300 接近 10%，这一情况在以往行情中较为罕见，市场因此普遍预期券商存在补涨逻辑。券商板块并非首次出现滞涨，历史上存在明确的 “滞涨后补涨” 规律：2019.5.31-2020.6.12：券商期间仅上涨 2%，同期科技股...
Source Link●● 导语●●证券指数大幅跑输沪深300，三季报或触发补涨。背景逻辑◼显著跑输大盘，补涨逻辑凸显8 月以来，在大盘指数冲上 3900 点的慢牛行情中，证券公司指数跑输沪深 300 接近 10%，这一情况在以往行情中较为罕见，市场因此普遍预期券商存在补涨逻辑。券商板块并非首次出现滞涨，历史上存在明确的 “滞涨后补涨” 规律：2019.5.31-2020.6.12：券商期间仅上涨 2%，同期科技股...
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