智通财经APP获悉，中资券商股午前集体拉升，截至发稿，招商证券(06099)涨6.1%，报15.66港元；中信证券(06030)涨4.67%，报22.4港元；中金公司(03908)涨4.52%，报13.88港元；申万宏源(06806)涨4.04%，报2.32港元。
消息面上，节前证监会、金监总局等金融监管机构推出了一系列推动中长期资金入市的新政策，且在节前超预期的落地第二批三家保险公司的保险资金长期股票投资试点。此外，根据Wind数据，截至2月5日，已有21家A股上市券商发布2024年业绩预告。其中，归母净利同比增长的券商多达18家，占比85.71%。
招商证券表示，政策驱动多路资金跑步入市，鲜明的政策态度、实打实的增量活水流入有望推动权益市场进入“指数上行-赚钱效应提升-资金流入”的正向循环中，有望为券商板块带来强劲催化。国泰君安证券表示，从目前的监管动向来看，后续继续推动中长期资金入市的政策也将加速继续推出及落地，看好受益于中长期资金入市的券商板块。
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