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📅 July 3, 7:00 – July 9,
Open Source Securities: Remain optimistic about the brokerage zone
On June 27, Jin10 Data reported that Open Source Securities pointed out that the policy stance to boost the economy and stabilize the stock market continues, with a moderately loose monetary policy. The fundamentals of the securities industry are improving, valuations are at low levels, and benchmark constraints are expected to bring about fund replenishment. Currently, the brokerage zone is still favored. In terms of stock selection, three main lines are recommended: (1) leading brokerages with undervalued stocks and advantages in retail business; (2) financial technology targets with high beta elasticity; (3) Hong Kong Stock Exchange, which benefits from the expansion of IPOs in the Hong Kong stock market and increased activity, as well as leading brokerages with a high proportion of overseas business.