来源:陈果投资策略摘要本周市场持续缩量震荡,资金等待中央经济工作会议指引。保险优化风险因子要求,引导险资发挥耐心资本优势,监管层提出对券商行业优质机构适度拓宽资本空间与杠杆上限,这对资本市场与非银板块构成利好。我们认为内需政策的结构力度尚待经济工作会议指引,未来一个阶段从保险、固收+等通道迎来温和增量资金是大概率事件,短期战术上也不用过于激进,可以耐心等待逐步布局的机会。重点关注:保险、券商、有色...
Source Link来源:陈果投资策略摘要本周市场持续缩量震荡,资金等待中央经济工作会议指引。保险优化风险因子要求,引导险资发挥耐心资本优势,监管层提出对券商行业优质机构适度拓宽资本空间与杠杆上限,这对资本市场与非银板块构成利好。我们认为内需政策的结构力度尚待经济工作会议指引,未来一个阶段从保险、固收+等通道迎来温和增量资金是大概率事件,短期战术上也不用过于激进,可以耐心等待逐步布局的机会。重点关注:保险、券商、有色...
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.