金融科技2026年投资策略:短期看市场活跃的持续性,中期关注金融IT

东吴证券
Nov 17, 2025

(以下内容从东吴证券《金融科技2026年投资策略:短期看市场活跃的持续性,中期关注金融IT》研报附件原文摘录)核心要点政策支持:2021-2025年间,中国金融科技政策覆盖保险、银行、证券等多个领域,旨在推动创新、加强风险控制,并促进高质量发展;政策鼓励金融科技投入,金融科技市场规模逐年递增,据艾瑞咨询预测,到2028年将增长至6,515亿元。行业架构:①证券IT行业以生产系统为核心,根据客户需求...

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