金吾财讯 | 高盛发表研究报告指出，近20家传统券商已预告2025年上半年盈利强劲增长，为按年增长超过50%，主要受惠于经纪业务及投资银行业务收入增加，反映资本市场活跃。在该行所覆盖的券商中，中金公司(03908)盈喜符合或好于高盛预期。因此，高盛平均上调三家传统券商，包括中金、中信证券(06030)及广发证券(01776)今年盈利预测1%。
该行指，中资券商之中，继续看好中金H股，因其香港业务占比显着，IPO项目充足，目前在IPO项目数量及规模方面均占市场份额三分之一，排名第一，预计将带动2025年投资银行收入强劲增长。另投资收益受益于去年低基数，预计将实现大幅增长。此外，资本市场复苏将提振二级市场相关业务如股票业务及财富管理收入。
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