中州证券(01375.HK)今日盘中股价大涨7.53%,其他中资券商股也普遍走高,引发市场广泛关注。
分析人士认为,中资券商板块集体上涨的主要原因,是有消息指出中国高层领导将于明年采取"适度宽松"的货币政策,并扩大财政支出。而会议中还承诺要"稳定股市",并加大"逆周期调节"的力度。
在此背景下,资金持续加码布局中资券商股,预期它们将从宽松的货币政策和政府稳健股市的举措中获益。有券商机构指出,当前券商板块估值仍相对较低,低估值、零售业务优势突出的传统券商值得关注。
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