在人民币升值的背景下,银行业上市公司应获得高成长定价。加息将提高保险类上市公司的投资回报率,同时国内股市依然在牛市进行中,未来几年投资回报有望继续超出预期。同时证券行业面临历史性发展机遇,未来几年上市公司盈利仍将高速增长。 In the context of RMB appreciation, listed companies in the banking industry should obtain high growth pricing. The rate hike will raise the ROI of insurance listed companies while the domestic stock market is still bullish. The return on investment in the next few years is expected to continue to exceed expectations. At the same time, the securities industry is facing a historic opportunity for development. The profitability of listed companies will continue to grow rapidly in the next few years.