国金证券证券业2026年策略：境内韧性增强境外布局深化

智通财经网2025-12-24

智通财经APP获悉，国金证券发布研报称，券商板块业绩与估值严重错配，处于攻守兼备状态，资本市场韧性增强、券商国际业务布局深化都将支撑板块估值修复。选股思路：1)低估值、国际业务深化的优质头部券商;2)居民资金入市的背景下，大财富管理、大资管业务具备优势的券商;3)收并购主题券商。国金证券主要观点如下：25年回顾1)行情：年初至今(11月末)券商板块涨幅为0%，跑输上证指数、沪深300指数16、...

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国金证券证券业2026年策略：境内韧性增强 境外布局深化

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国金证券证券业2026年策略：境内韧性增强境外布局深化