周观点:居民存款迁移,驱动非银板块马年机会(1)非银金融行业在马年最大的看点是居民存款迁移带来的发展机遇,稳股市长效机制持续发酵,波动率降低后的权益资产吸引力显著提升,慢牛可期。业务端看,居民财富通过多元方式入市,保险分红险、券商财富管理、资产管理等各项业务均持续受益,居民存款体量庞大,即使是小额的净流入,也会对保险和券商的业务端带来显著增益。投资端看,慢牛预期下,险企投资收益率中枢提升带动估值...
Source Link周观点:居民存款迁移,驱动非银板块马年机会(1)非银金融行业在马年最大的看点是居民存款迁移带来的发展机遇,稳股市长效机制持续发酵,波动率降低后的权益资产吸引力显著提升,慢牛可期。业务端看,居民财富通过多元方式入市,保险分红险、券商财富管理、资产管理等各项业务均持续受益,居民存款体量庞大,即使是小额的净流入,也会对保险和券商的业务端带来显著增益。投资端看,慢牛预期下,险企投资收益率中枢提升带动估值...
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