非银金融行业周报:关注券商板块低点配置机会

申万宏源研究
Mar 01

券商:本周申万证券II 指数收跌0.39%,跑输沪深300 指数1.47pct。1)券商指数已回调至25年12 月低点,基本面无虞、展业环境俱佳情况下关注26 年估值修复机会。开年至今(2026/1/5-2026/2/27),券商指数下挫3.82%(1 月下旬因25 年业绩预告刺激,震荡上行突破失败),同期上证指数上涨4.89%。目前券商指数收盘点位已接近25 年12 月的最低点,考虑到券商26 ...

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