9月以来A股进入盘整期,作为“行情旗手”的券商板块也有所下调。借此机会重看券商:投资逻辑变了吗?从左侧布局思路来看,调整期是否会带来新机遇?产业面:三季报增速或进一步扩张从产业面来看,券商板块当前或可关注三组数据:数据1:+108%截至9月21日,2025年累计日均股基成交额达1.90万亿元,同比增长108%,三季度同比增速持续扩大。(数据来源:开源证券,《券商3季报增速或进一步扩张,调整带来布局...
Source Link9月以来A股进入盘整期,作为“行情旗手”的券商板块也有所下调。借此机会重看券商:投资逻辑变了吗?从左侧布局思路来看,调整期是否会带来新机遇?产业面:三季报增速或进一步扩张从产业面来看,券商板块当前或可关注三组数据:数据1:+108%截至9月21日,2025年累计日均股基成交额达1.90万亿元,同比增长108%,三季度同比增速持续扩大。(数据来源:开源证券,《券商3季报增速或进一步扩张,调整带来布局...
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