3月17日，港股中资券商股盘中拉升，中信证券、中金公司、广发证券、中国银河涨超4%，中信建投证券、国泰海通、招商证券涨超3%。
中信建投发布研报称，三重边际变化向好，2026证券板块业绩超预期值得期待。上半年交投活跃度同比大增趋势确立，全年增长或超预期；年初新开户数据亮眼，散户增量资金蓄势待发；券商发债融资规模边际大幅扩张，有望驱动杠杆提升、突破行业ROE高点。
申万宏源则表示，2026年是“十五五”规划开局之年，券商作为资本市场核心中介商，2026年有望在政策+资金+市场交投三重驱动下戴维斯双击，上半年关注1Q26业绩披露、政策改革落地对板块的刺激。
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