投资银行业与经纪业行业周报：政策引导行业规范发展建议重视板块绩优个股

长江证券03-02

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...

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投资银行业与经纪业行业周报：政策引导行业规范发展 建议重视板块绩优个股

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投资银行业与经纪业行业周报：政策引导行业规范发展建议重视板块绩优个股