非银金融行业周报:金融科技类标的或提振板块整体估值

上海申银万国证...
02 Jun

本期投资提示:券商:本周申万券商II 指数收跌0.15%,跑赢沪深300 指数0.94pct。受益于市场交投活跃&客户资金存款同比增长,券商经纪业务成为1H25 业绩核心增量。1)市场交投:2025YTD A 股日均股票成交额1.4 万亿/同比+58%;2)客户资金存款:1Q25,上市券商客户资金存款达2.19万亿元/同比+30%。成交量及客户资金存款高企反映当前市场活跃度较好,投资者参与热情高。...

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