金吾财讯 | 中资券商股盘中多股发力扬升，截至发稿，兴证国际(06058)涨5.36%，中信证券(06030)涨2.72%，广发证券(01776)涨1.83%，招商证券(06099)涨1.35%，国泰海通(02611)涨1.34%。消息面上，开源证券研究指出，上周券商和保险板块分别上涨2.8%/5.3%，明显跑赢沪深300指数的-0.8%，资金面有流向低估值、中报景气度提升的非银板块迹象。继续重点提示头部券商布局机会，2季度资金面压制有望解除，再融资靴子落地，IPO扩容利好券商投行和投资链条盈利高增，2季度券商业绩有望持续超预期，重视三大中长期叙事下券商ROE的持续改善：存款迁移下的财富管理历史机遇、跨境需求下的海外扩表、科技浪潮下的投行投资业务启航。关注资金面和中报预告催化。
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