金吾财讯 | 老虎证券(TIGR)涨超4%，截至发稿，报7.965美元。消息面上，中国高层领导计划明年放松货币政策并扩大财政支出。会议中指出：2025年货币政策将采取“适度宽松”的策略，这是自2011年以来首次重大政策立场转变。会议中还承诺“稳定房地产和股市”，并加大“非常规逆周期政策调整”力度。开源证券指出，市场成交额连续3周环比回落，但整体保持较高活跃度。券商和保险板块beta属性突出，机构配置和估值仍偏低，当下阶段建议积极增配；个人投资者交易占比大幅提升，交易量超预期，从业绩和交易端均利好券商板块，重视券商板块战略性机会；个股层面，当下市场情绪和风格影响强于基本面逻辑，看好低估值、零售优势突出的传统券商，盈利同比高增可期。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.