金吾财讯 | 中资券商股午后发力，国泰海通(02611)涨6.39%，中信建投证券(06066)涨3.49%，国联民生(01456)涨2.22%，招商证券(06099)涨2.07%，光大证券(06178)涨1.98%，中国银河(06881)涨1.42%，弘业期货(03678)涨1.23%。中国银河证券表示，2026年是“十五五”规划的开局之年，在金融强国建设与资本市场深化改革政策指引下，货币政策适度宽松环境延续、资本市场环境不断优化、投资者信心重塑等多方面利好因素有望持续推动证券板块景气度上行。当前环境下，中长期资金加速入市，市场活跃度维持高位，财富管理转型、国际化业务拓展、金融科技赋能有望成为行业提升ROE的驱动力。当前（截至5月29日），证券板块pb估值1.12x，处于2010年以来3.7%分位，防御与反弹攻守兼备。
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