智通财经APP获悉,中信建投发布研报称,受益于前三季度市场交投活跃提升,经纪自营推动券商业绩高增。保险方面,在当前利率水平下,上市险企估值安全边际充足,建议把握配置机会。美联储降息背景下,港股市场流动性宽松,关注非银板块向上弹性。多元金融:消费金融行业处于政策红利+与技术红利的双重驱动期,把握消费金融行业β与龙头公司α共振机遇。中信建投主要观点如下:证券:受益于前三季度市场交投活跃提升,经纪自营...
Source Link智通财经APP获悉,中信建投发布研报称,受益于前三季度市场交投活跃提升,经纪自营推动券商业绩高增。保险方面,在当前利率水平下,上市险企估值安全边际充足,建议把握配置机会。美联储降息背景下,港股市场流动性宽松,关注非银板块向上弹性。多元金融:消费金融行业处于政策红利+与技术红利的双重驱动期,把握消费金融行业β与龙头公司α共振机遇。中信建投主要观点如下:证券:受益于前三季度市场交投活跃提升,经纪自营...
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