壹评级:国泰海通预告上半年业绩高增,券商板块短期有望迎估值修复

第一财经
Jul 06

近日,头部券商国泰海通发布上半年业绩预告,公司扣非净利润同比实现大幅增长,验证了市场对券商板块上半年业绩高增的预期。第一财经“壹评级”认为,业绩兑现与估值消化形成双重驱动,券商板块短期有望迎来一轮估值修复与业绩兑现行情。   “壹评级”分析,从业绩驱动看,本轮券商利润攀升主要受益于资本市场交投活跃度提升带来的经纪业务增长,以及投资业绩稳中向好。在全市场日均成交金额抬升的背景下,板块整体业绩持续上修...

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