核心观点1）本周板块整体表现较强。券商方面，市场交投仍然维持较高位，预计2025 年业绩维持高增趋势，建议关注板块后续配置价值；保险方面，本周金监局发布《关于调整保险公司相关业务风险因子的通知》，主要调整了投资相关股票的风险因子及出口信用保险业务和中国出口信用保险公司海外投资保险业务的风险因子。中长期来看三季报以来印证了存款搬家、增配权益和新单成本改善逻辑，中长期ROE 改善确定性进一步提升，估值...
Source Link核心观点1）本周板块整体表现较强。券商方面，市场交投仍然维持较高位，预计2025 年业绩维持高增趋势，建议关注板块后续配置价值；保险方面，本周金监局发布《关于调整保险公司相关业务风险因子的通知》，主要调整了投资相关股票的风险因子及出口信用保险业务和中国出口信用保险公司海外投资保险业务的风险因子。中长期来看三季报以来印证了存款搬家、增配权益和新单成本改善逻辑，中长期ROE 改善确定性进一步提升，估值...
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.