港股中资券商股集体拉升上涨，其中，中金公司涨6%，招商证券涨5%，中国银河涨4.5%，中信证券涨4.4%，国泰海通、中信建投涨近4%，光大证券、广发证券涨超3%，东方证券、申万宏源、国联民生均涨超2%以上。
消息面上，随着半年报密集披露，多家券商亮眼的业绩和丰厚的分红方案直接点燃了市场情绪。数据显示，截至8月25日，已有10家上市券商公布了中期分红预案，合计拟派现金额高达近170亿元。中信证券、国泰海通等头部机构计划派现规模较大，例如中信证券拟每10股派现4.27元，合计派现66.72亿元。
在业绩增长的同时，券商板块的估值却处于相对低位，这种“业绩与估值”的背离吸引了机构资金的关注。业内人士认为，当前券商板块配置价值有望进一步提升，尤其是综合型龙头券商和在某些特色领域（如科创债、中小微债等）具备差异化优势的券商，被认为超额收益机会更值得重视。
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