Q1 金融股业绩分化，把握优质金融股战略配置机会。证券行业贝塔属性仍然较强，一季度市场波动下投资业绩下滑拖累业绩，大型券商经营相对稳健。资本市场深化改革加速，龙头优质券商有望优先受益。银行盈利能力相对稳定，息差下行幅度较小，上市银行发力对公贷款实现以量补价，且风险指标相对较优异，看好政策对冲下的盈利表现持续稳健。保险净利润表现分化，公司差异化经营策略导致寿险业务表现各异，我们认为一季度的行业低点已过，估值已基本反映了对长端利率的悲观情绪，在高质量发展监管引导下，伴随二季度经营复苏，板块估值将逐步修复。

Enterprise application integration (EAI) enables applications to share data, regardless of where they are hosted. EAI unites databases and workflows associated with business applications to ensure information is represented and used consistently. With enterprise application integration, changes to the core business data in one application are correctly reflected in other applications. EAI is developing as a mission-critical solution for modern businesses today. It involves the use of methods and tools aimed at the optimization and modernization of computer applications within an organization. In a typical enterprise, whether small or medium, or large, the EAI accounts for a 35% share of the overall spending on application design development and maintenance. Businesses today need robust connectivity, with a wide range of applications that have smart data mapping.