國泰君安:市場流動性改善利好券商板塊,有併購重組預期的頭部券商仍是資金焦點
國泰君安發文稱,市場流動性持續改善利好券商板塊,建議增持有併購預期的頭部券商。(1)在產品端,保險產品剛兑優勢逐步淡化,單一產品對需求的滿足能力再度削弱。在渠道端,創新ETF產品持續發售,為居民參與權益市場提供優質工具。(2)9月24日以來,系列增量政策加速落地,市場流動性改善利好券商板塊,有併購重組預期的頭部券商仍是資金焦點。
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