(相关资料图)
南方财经5月29日电,中信建投最新研报表示,证券板块回调至1.2xPB左右的阶段性低点,主要原因是宏观经济数据显示居民理财需求低于预期,A股市场投资者风险偏好下行,沪深两市成交额回落,5月新发基金销售情况仍显低迷。回过头来看,当前证券行业正处于高质量转型发展的关键时期,头部券商竞争力加速提升,证券板块个股分化也更加凸显,结构性行情仍有机会。
(相关资料图)
南方财经5月29日电,中信建投最新研报表示,证券板块回调至1.2xPB左右的阶段性低点,主要原因是宏观经济数据显示居民理财需求低于预期,A股市场投资者风险偏好下行,沪深两市成交额回落,5月新发基金销售情况仍显低迷。回过头来看,当前证券行业正处于高质量转型发展的关键时期,头部券商竞争力加速提升,证券板块个股分化也更加凸显,结构性行情仍有机会。
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