非银金融行业动态报告:业绩增长与政策红利共振 关注非银板块向上弹性

中信建投证券
Nov 10

核心观点证券:本周成交量环比较节前一周小幅下滑,但仍然维持高位。保险: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。香港市场及港交所观点: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。摘要证券:本周成交量环比较节前一周小幅下滑,但仍然维持高位。11 月3 日至11 月7 ...

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