东方证券：如何看待当前券商业绩与估值的背离？

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智通财经APP获悉，东方证券发布研报称，2025年初以来政策定调积极，降准降息有利于市场流动性改善，中长期资金持续入市提振市场信心。该行认为2026年市场交投热度有望伴随风险偏好修复和资本市场改革效果落地而持续提升，伴随宏观政策落地和宏观经济持续回暖，叠加资本市场政策持续发力，预计2026年市场交投活跃度有望延续，近期权益市场震荡，且主要股票与债券指数有望延续向好趋势，业绩修复与并购重组或仍是行业...

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