核心观点证券:2026 年政策利好驱动业绩持续增长,板块有望重新定价。保险:利率企稳回升有望带动估值修复,寿险看好2026 年开门红新单增速超预期,财险看好非车险“报行合一”带动承保利润较快增长。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。多元金融观点:把握消费金融行业β与龙头公司α共振机遇。摘要证券:2026 年政策利好驱动业绩持续增长,板块有望重新定价。...
Source Link核心观点证券:2026 年政策利好驱动业绩持续增长,板块有望重新定价。保险:利率企稳回升有望带动估值修复,寿险看好2026 年开门红新单增速超预期,财险看好非车险“报行合一”带动承保利润较快增长。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。多元金融观点:把握消费金融行业β与龙头公司α共振机遇。摘要证券:2026 年政策利好驱动业绩持续增长,板块有望重新定价。...
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