智通财经APP获悉，瑞银发布研报称，中国券商板块(香港上市)于2026年6月22日单日急升6.1%，跑赢同日下跌0.65%的恒生指数，令板块年初至今表现反超大市约7个百分点。瑞银认为此次上涨由两大催化剂驱动：其一为上市券商有望录得强劲的2026年第二季业绩;其二为多项政策利好持续涌现。
从业务数据来看，中国券商第二季业绩前景乐观。第一季上市券商经常性净利润同比增长39%，第二季势头更为强劲，并认为板块存在重新估值的机遇，支撑因素包括预期强劲的第二季业绩及抛售压力缓解，预期中长期政策利好将持续，龙头券商将因获得更强的监管支持、更广泛的非经纪业务、更高的定价能力及加速推进的行业整合而受益更为显着。
在个股选择上，瑞银首选中金(03908，601995.SH)H股、中信证券(06030，600030.SH)A股及H股、华泰证券(06886.601688.SH)A股及H股及国泰海通(02611，601211.SH)A股，上述股票均获瑞银维持“买入”评级。
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