智通财经APP获悉，中资券商股午后快速拉升，截至发稿，国联证券(01456)涨4.09%，报4.84港元；招商证券(06099)涨2.96%，报16.02港元；光大证券(06178)涨1.1%，报8.24港元；申万宏源(06806)涨0.83%，报2.44港元。
国金证券指出，近期中央政治局会议和中央经济工作会议先后召开，积极的政策基调有望再次点燃市场情绪。我们认为在政策催化+流动性宽松（中央政治局会议提出适度宽松货币政策）+基本面改善（预计24年业绩实现正增、25年上半年再低基数下增长延续）等条件催化下，券商板块有望迎来跨年行情。
该行指出，24年前三季度市场行情整体下行，券商经营业绩承压明显，9/24以来，券商经纪业务受益于交易量的放大，自营业务受益于股市上涨，同时券商互换便利工具提升权益敞口，有助于提高权益市场向上对其利润的弹性。市场行情向好叠加业绩低基数，我们预计券商业绩将实现底部回升，24年业绩增速有望实现正增长，25年业绩有望实现双位数增长。此外，流动性宽松推动市场成交放量，2010年以来，每一轮货币宽松周期内券商板块均具有超额收益。
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