研報掘金 | 東吳證券:積極關注證券板塊配置價值
東吳證券研報指出,活躍資本市場政策持續加碼,投資者情緒有望穩步回升,證券板塊低估值高貝塔屬性加速凸顯,積極關注證券板塊配置價值。一方面,證券行業經營週期處於底部,核心業務風險相對可控,未來盈利有望實現觸底反彈。另一方面,證券板塊估值處於歷史底部極值區域,向上修復空間較大。建議關注:1)估值和盈利下行風險足夠有限的傳統券商具備較強向上彈性,關注國泰君安、華泰證券等;2)伴隨交易活躍度回升,券商零售業務彈性佔優,有望成為行業復甦的核心驅動力,關注東方財富、同花順等。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.