金吾财讯 | 中资券商股早盘集体走强,截至发稿,招商证券(06099)涨5.43%,国联证券(01456)涨3.96% 申万宏源(06806)涨3.88%,中州证券(01375)、广发证券(01776)跟涨。消息面上,财通证券发布研报指,去年四季度市场活跃度大幅提升,券商经纪、信用、投资等业务均有所受益。在“稳定股市”要求下,A 股市场仍有望迎来政策持续甚至加强,政策超常规发力下,券商板块有望迎来更大溢价空间。个股方面,建议重点关注冲刺“一流投行”的头部梯队。
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