大行评级｜美银：中资券商股今年迎来五大核心主题偏好国泰海通、中金及广发证券

格隆汇01-13

美银证券发表研究报告指，中资券商股今年迎来五大核心主题，包括再杠杆启动股本回报率(ROE)扩张；财管业务受惠家庭资产重新配置；投行业务增长受在岸复苏及离岸强劲势头带动；离岸扩张提振经营杠杆及ROE上行；以及行业持续整合。该行预计主要上市中资券商去年及今年盈利分别升46%及15%。受行业利好及再杠杆支撑，国泰海通、中金公司及广发证券盈利增长料跑赢。该行提到，成本效率在牛市时属重要，但监管机构对券商...

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大行评级｜美银：中资券商股今年迎来五大核心主题 偏好国泰海通、中金及广发证券

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大行评级｜美银：中资券商股今年迎来五大核心主题偏好国泰海通、中金及广发证券