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:上市险企资负两端业绩有望迎来共振改善,建议重视保险业长期业绩增长与估值修复的“戴维斯双击”投资机会。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...
Source Link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:上市险企资负两端业绩有望迎来共振改善,建议重视保险业长期业绩增长与估值修复的“戴维斯双击”投资机会。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...
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