【国泰海通非银刘欣琦团队】非银财报蓄势待发,看好业绩催化机会

欣琦看金融
Oct 26

非银一周观点自从9月中旬以来,对于非银板块尤其是券商板块投资的核心问题逐步从基本面问题转向交易问题。我们认为交易层面的压制因素已经在逐步缓解,这从受到交易层面压制的标的个数以及量的两个层面均有一定反应。从近期市场表现来看,随着预计将超预期中报业绩的临近,市场对于非银的关注也逐步反应在股价中,首先是保险,我们认为券商也将紧随。目前券商和保险的估值分位数均只有30%左右。但预计财务指标的超预期也将体现...

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