非银金融行业周报：关注中报业绩催化与中长期资金入市提振下的板块配置机遇

东海证券2025-07-16

（以下内容从东海证券《非银金融行业周报：关注中报业绩催化与中长期资金入市提振下的板块配置机遇》研报附件原文摘录）投资要点：行情回顾：上周非银指数上涨4%，相较沪深300超涨3.2pp，其中券商与保险指数呈现同步上涨态势，分别为4.5%和1.6%，证券指数超额明显。市场数据方面，上周市场股基日均成交额17697亿元，环比上一周增长2.7%；两融余额1.88万亿元，环比上一周增长1.2%；股票质押市值...

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