非银一周观点在经历一段时间交易因素扰动后，市场对券商的关注逐步回归可持续基本面。我们认为，未来一段时间券商板块的相对收益将更多取决于盈利质量与ROE的修复。建议重点关注ROE具备边际抬升逻辑（自营表现较好，财富管理与投行恢复贡献）但估值仍处底部区间的标的带来“ROE回升*估值修复”的投资机会。保险板块方面，核心变量仍是利率。无论从投资端的投资收益还是负债端成本管理来看，利率企稳对行业基本面均构成...
Source Link非银一周观点在经历一段时间交易因素扰动后，市场对券商的关注逐步回归可持续基本面。我们认为，未来一段时间券商板块的相对收益将更多取决于盈利质量与ROE的修复。建议重点关注ROE具备边际抬升逻辑（自营表现较好，财富管理与投行恢复贡献）但估值仍处底部区间的标的带来“ROE回升*估值修复”的投资机会。保险板块方面，核心变量仍是利率。无论从投资端的投资收益还是负债端成本管理来看，利率企稳对行业基本面均构成...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.