投资银行业与经纪业行业周报：Q2业绩修复有望延续持续关注绩优个股及优质红马

长江证券2025-07-14

核心观点1）券商方面，本周业绩预告陆续披露，市场交投维持高位，中报业绩预计延续高增，持续看好板块配置机会；另外保险方面，本周财政部印发《关于引导保险资金长期稳健投资进一步加强国有商业保险公司长周期考核的通知》，强调长周期考核和经营管理能力提升，引导长期资金践行价值投资理念，持续推动中长期资金入市。当前估值隐含市场对长期投资的悲观假设，考虑中远期利差水平，当前估值仍然安全，看好集中度和负债成本改善...

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投资银行业与经纪业行业周报：Q2业绩修复有望延续 持续关注绩优个股及优质红马

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投资银行业与经纪业行业周报：Q2业绩修复有望延续持续关注绩优个股及优质红马