非银金融行业周报:跨年行情 公募销售费新规落地

长城证券
Jan 05

我们看好券商、金融IT 板块开年布局机会,短期看业绩预告和政策端有望带来催化。建议几条主线布局:需要高度重视券商及金融IT 板块走强趋势,并购线建议重点关注,以中金公司、首创证券、中国银河等为代表;具有估值扩张空间的公司,建议关注综合能力强、风险资本指标优化、受益ETF 发展及海外业务强的广发证券、华泰证券、东方证券等;同时从赔率弹性角度,建议逢低关注金融IT 板块,如同花顺、九方智投、财富趋势等...

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