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金加速迁移,也是资本市场底层逻辑转变的重要表现,进而推动券商板块战略配置机会的出现。  具体到板块估值与持仓层面,郑积沙认为券商板块公募持仓低、涨幅少、估值仍存上行空间,坚定看好;孙寅称证券业景气上行趋势未改,仍是年内不可多得的相对低估+业绩同比高增的细分资产;华泰证券研报重申券商板块战略配置机会,当前是把握券商战略性修复机会的关键时期。(文章来源:财联社)

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