【非银金融*孙婷】深度:券商IT&互联网金融2025H1综述——市场活跃抬升业绩,科技驱动差异竞争

东吴研究所
Sep 11

非银金融券商IT&互联网金融2025H1综述市场活跃抬升业绩,科技驱动差异竞争报告摘要:投资意见:当前板块基本面及估值均处于低位,具有显著的配置价值。我们认为伴随政策发力,经济企稳,券商数字化转型需求持续加速,金融科技市场逐步进入上行通道。中短期来看,资本市场的活跃度仍然是最大的支撑因素,我们看好政策的持续性及政策落地效果。长期来看,宏观环境的稳中向好,以及资本市场改革深化将推动证券科技及券商IT...

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