点击即可收听全部内容近日,非银金融接连迎来调整保险公司相关业务风险因子、适度提升优质券商资本空间等政策利好,对A股流动性和稳定性带来积极影响。我们认为,政策体现了监管层对维护资本市场稳定,推动资本市场长期健康发展的支持。非银板块对权益市场表现敏感度较高,随着市场走强,往往有较好的超额收益表现。当前板块较强的基本面和较低的估值使其仍具备较好的配置价值。保险方面,12月5日,国家金融监督管理总局发布《...
Source Link点击即可收听全部内容近日,非银金融接连迎来调整保险公司相关业务风险因子、适度提升优质券商资本空间等政策利好,对A股流动性和稳定性带来积极影响。我们认为,政策体现了监管层对维护资本市场稳定,推动资本市场长期健康发展的支持。非银板块对权益市场表现敏感度较高,随着市场走强,往往有较好的超额收益表现。当前板块较强的基本面和较低的估值使其仍具备较好的配置价值。保险方面,12月5日,国家金融监督管理总局发布《...
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