配置建议是拥抱大金融龙头。大银行股净息差预期不再继续下降、不良率在经济基本面的复苏下企稳等当前对于大银行龙头的边际改善更加强，且大银行资产端更为安全。叠加券商去通道业务的监管落地，券商正逐步回归主动...
The configuration proposal is to embrace big financial taps. Net interest margin of large banks is no longer expected to continue to decline, the NPL ratio stabilizes under the recovery of the economic fundamentals, and so on, the marginal improvement of big banks is stronger, and the assets of big banks are more secure. Superimposed broker to channel business supervision landing, brokers are gradually returning to the initiative...
