6月23日消息，港股中资券商股走强，弘业期货涨超4%，光大证券、中国银河、华泰证券、中泰期货、中金公司涨超3%。
华泰证券强调，新“国九条”及“1+N”政策体系的逐步落地，正致力于打造利于长期投资的市场生态，证券公司作为资本市场的重要参与者，将迎来广阔的扩表和展业空间。
基于对行业前景的判断，机构建议投资者把握三条核心投资主线：
业绩高增长且估值低的券商：聚焦 2025 年中报预计实现高增长且估值仍处低位的券商。中信证券分析，经纪业务、投资交易业务改善以及投行业务复苏将有力驱动业绩提升。
头部综合券商：国泰海通指出，证券行业正分化转型，固收、权益、财富管理及资管业务面临新机遇与挑战。业务结构均衡、专业能力强的头部综合券商更能适应变革，享受政策红利。
并购重组相关券商：在政策与市场推动下，并购重组持续推进。关注潜在并购标的或并购方的券商，有望分享行业整合红利。
责任编辑：郝欣煜
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