投资策略专题:广发中证港股通非银ETF的核心投资价值——政策托底、行业景气向好、估值洼地

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Nov 03

(以下内容从开源证券《投资策略专题:广发中证港股通非银ETF的核心投资价值——政策托底、行业景气向好、估值洼地》研报附件原文摘录)核心逻辑:政策托底、景气向好、估值洼地,港股非银具备较强的配置价值政策端:资本市场制度改革下,政策托底金融市场,指引金融业走向高质量发展。新“国九条”后,“924”金融支持经济高质量发展政策、中长期资金入市方案、公募基金改革等一系列政策相继出台,其中流动性支持工具互换...

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