金吾财讯 | 中资券商股普遍扬升，中信建投证券（06066）涨1.79%，兴证国际（06058）涨1.74%，广发证券（01776）涨1.71%，国泰海通（02611）涨1.66%，中金公司（03908）涨1.63%，中信证券（06030）涨1.24%，申万宏源（06806）涨1.24%。中邮证券表示，当前全行业仍处于1-3年的差异化过渡窗口，监管大概率将保持梯度推进的节奏，行业整体面临的合规压力将是逐步释放的，市场对这一长期变量的定价可能仍处于早期，尚未充分反映其价值影响。该机构建议重点关注并表管理推进节奏大幅领先行业的头部券商，这类机构有望率先完成从合规投入到能力释放的转换，率先收获集团风控能力升级带来的红利；适当关注数字化基础扎实的机构，数据治理的先发优势将在整个并表管理推进周期中持续放大，可能构建起短期难以追赶的竞争壁垒。
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