文|赵然 吴马涵旭 沃昕宇 李梓豪 何泾威证券:2026年首周股票成交额同比实现高增,市场交投情绪维持在较高水平。保险:负债端看好分红险持续承接居民稳健投资需求并驱动新单实现快速增长,资产端权益市场向好有望带来业绩弹性。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:消费金融行业处于政策红利+技术红利的驱动期。点击小程序查看报告原文证券:2026年...
Source Link文|赵然 吴马涵旭 沃昕宇 李梓豪 何泾威证券:2026年首周股票成交额同比实现高增,市场交投情绪维持在较高水平。保险:负债端看好分红险持续承接居民稳健投资需求并驱动新单实现快速增长,资产端权益市场向好有望带来业绩弹性。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:消费金融行业处于政策红利+技术红利的驱动期。点击小程序查看报告原文证券:2026年...
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