5月12日周一，中信证券（600030）股价盘中大涨5.20%，领涨券商板块。截至发稿，中信证券报20.05港元/股。
消息面上，中国人民银行于5月7日宣布降准0.5个百分点，并降低政策利率0.1个百分点。此外，央行还宣布优化两项支持资本市场的货币政策工具，将证券基金保险公司互换便利和股票增持回购再贷款两个工具的额度合并，总额度增至8000亿元。这些举措被市场解读为有利于提振资本市场信心，为券商股带来利好。
分析人士指出，券商板块盈利能力与估值存在预期差。在政策端发力稳定市场预期、监管部门明确证券业未来5年及2035年行业格局的背景下，券商板块有望迎来估值修复。此外，近期监管机构着力引导公募基金高质量发展，叠加保险资金加大入市力度，预计将为券商板块带来更多配置资金。
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