1)本周非银板块整体表现较弱。券商方面,本周证监会发布《私募投资基金信息披露监督管理办法》,提高私募基金运作透明度,保护投资者合法权益。此外,市场交投有所回升,整体仍维持历史高位,建议关注板块绩优个股;保险方面,中长期来看三季报以来印证了存款搬家、增配权益和新单成本改善逻辑,中长期ROE 改善确定性进一步提升,估值有望加速修复,结合中长期拐点向上的判断,我们认为整体配置性价比正逐步提高,健康慢牛下...
Source Link1)本周非银板块整体表现较弱。券商方面,本周证监会发布《私募投资基金信息披露监督管理办法》,提高私募基金运作透明度,保护投资者合法权益。此外,市场交投有所回升,整体仍维持历史高位,建议关注板块绩优个股;保险方面,中长期来看三季报以来印证了存款搬家、增配权益和新单成本改善逻辑,中长期ROE 改善确定性进一步提升,估值有望加速修复,结合中长期拐点向上的判断,我们认为整体配置性价比正逐步提高,健康慢牛下...
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