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银河证券:多因素共同推动证券板块景气度上行 配置正当时
news flash· 2025-07-16 23:58
Group 1 - The core viewpoint is that the formal establishment of the Sci-Tech Innovation Growth Sector provides strong capital market institutional support for the national strategy of technological self-reliance and strength [1] - The report emphasizes that the policy goals of "stabilizing growth, stabilizing the stock market," and "boosting the capital market" will continue to guide the future direction of the sector [1] - Factors such as a moderately loose liquidity environment, continuous optimization of the capital market environment, and the restoration of investor confidence are expected to drive the improvement in the securities sector's prosperity [1] Group 2 - The expansion of medium- and long-term funds is anticipated to further enhance the expectations for the improvement of the securities industry's fundamentals [1] - The report suggests that it is an appropriate time to allocate resources to the sector [1]