证券基金行业周度跟踪:证监会核准国联民生重组 券业整合保持高速

财通证券股份有...
30 Dec 2024

本周券商观点:政策维度,以互换便利、回购增持再贷款为代表的增量资金仍有待入场,“稳定股市”要求下,A 股市场仍有望迎来政策持续甚至加强。业绩维度,2024 年四季度起券商开启复苏进程,市场成交额有望继续维持较高水位,券商经纪及信用业务将深度受益;股市平稳回暖背景下,券商权益投资弹性有望继续释放;同时资管&基金、投行赛道景气度亦有望边际向好;叠加行业整体降本增效推进,预计2024 年和2025 年...

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