年末市场交投趋于谨慎,A股延续震荡格局。在风格切换预期升温的背景下,机构建议关注低位价值板块,比如弹性逐渐增加的非银金融。当前,政策加码、业绩回暖、估值低位等多重积极信号共振,或使券商成为震荡市中不容忽视的结构性机会。l 监管释放积极信号,行业生态持续优化12月6日,中国证券业协会第八次会员大会提出,监管政策将强化分类监管、“扶优限劣”,对优质机构适当“松绑”,进一步优化风控指标,适度打开资本...
Source Link年末市场交投趋于谨慎,A股延续震荡格局。在风格切换预期升温的背景下,机构建议关注低位价值板块,比如弹性逐渐增加的非银金融。当前,政策加码、业绩回暖、估值低位等多重积极信号共振,或使券商成为震荡市中不容忽视的结构性机会。l 监管释放积极信号,行业生态持续优化12月6日,中国证券业协会第八次会员大会提出,监管政策将强化分类监管、“扶优限劣”,对优质机构适当“松绑”,进一步优化风控指标,适度打开资本...
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