金吾财讯 | 中信证券表示，包容性改革是“十五五”期间资本市场改革的核心内容。包容性提升的核心在于构建“扩融资＋强投资＋精监管＋深开放”的资本市场体系。资本市场制度供给的持续强化，将成为支持科技创新、优化产业结构、提升居民财富和构建金融强国的重要支点。在此过程中，证券行业在投行业务、衍生品、财富管理与国际化等业务领域有望迎来重大结构性机遇。建议关注两条投资主线：1）冲击国际一流投行的龙头证券公司；2）具备跻身头部梯队潜力的中大型证券公司。
金吾财讯 | 中信证券表示，包容性改革是“十五五”期间资本市场改革的核心内容。包容性提升的核心在于构建“扩融资＋强投资＋精监管＋深开放”的资本市场体系。资本市场制度供给的持续强化，将成为支持科技创新、优化产业结构、提升居民财富和构建金融强国的重要支点。在此过程中，证券行业在投行业务、衍生品、财富管理与国际化等业务领域有望迎来重大结构性机遇。建议关注两条投资主线：1）冲击国际一流投行的龙头证券公司；2）具备跻身头部梯队潜力的中大型证券公司。
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