今日盘中，华泰证券（06886）股价大涨5.03%，截至发稿时报19.68港元，领涨中资券商股。其他券商股如广发证券、中国银河、国泰海通等也纷纷上涨，显示出券商板块整体回暖态势。
消息面上，上市券商前三季度业绩表现亮眼。华泰证券研报显示，42家上市券商前三季度实现归母净利润1,690亿元，同比增长62%，扣非净利润1,620亿元，同比增长68%。其中第三季度单季度扣非净利润677亿元，同比增长97%，环比增长31%。分业务来看，经纪和投资业务成为业绩增长的核心驱动力，前三季度净收入分别同比增长75%和44%。
分析人士指出，当前市场对券商股的投资价值可能被低估。尽管四季度市场交投热度可能面临高基数影响，但证券行业的景气修复已不再局限于经纪、自营等局部业务，而是在投行、资管等多个领域均实现不同程度的回暖。在持续的慢牛行情下，券商作为"牛市旗手"的价值正逐步显现，值得投资者更多关注和配置。
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