非银一周观点股市回暖叠加增配权益，预计上市险企利润超预期。得益于外部资本市场改善，权益规模提升以及优化资产配置结构，预计上市险企净利润在同期高基数基础上延续超预期增长，且增速普遍高于25中报增速，预测分别为：新华+57%/国寿+53%/财险+51%/人保+23%/太保+22%/平安+8%。市场持续升温，券商利润同比高增。预计2025Q3上市券商业绩较高基数下保持快速增长。我们预计42家上市券商...
Source Link非银一周观点股市回暖叠加增配权益，预计上市险企利润超预期。得益于外部资本市场改善，权益规模提升以及优化资产配置结构，预计上市险企净利润在同期高基数基础上延续超预期增长，且增速普遍高于25中报增速，预测分别为：新华+57%/国寿+53%/财险+51%/人保+23%/太保+22%/平安+8%。市场持续升温，券商利润同比高增。预计2025Q3上市券商业绩较高基数下保持快速增长。我们预计42家上市券商...
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