港股異動 | 中資券商股集體上漲 機構預計2023年證券行業業績復甦景氣回升
格隆匯2月1日丨中資券商股股集體上漲,中信證券漲5.5%,中信建投證券、東方證券漲超4%。銀河證券指出,展望2023年,證券行業經營環境向好,景氣修復,業績重回上行通道。穩增長政策優化、宏觀經濟復甦、流動性合理充裕環境下,市場風險偏好提升,風險資產表現有望改善,對證券行業業績增長提供支撐。綜合考慮證券行業經營環境,我們預計2023年證券行業業績復甦,景氣回升,低基數效應下,Q1業績有望實現高增。

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