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中信建投:全年來看,預計券商板塊估值有望修復
中信建投發佈券商2025年一季報綜述稱,2025年一季度,券商業績維繫去年三季度以來的復甦態勢。但從去年的以自營爲核心驅動,轉向以經紀、兩融、自營多業務爲增量,疊加投行、資管等業務維持韌性,促使上市券商的營收和利潤分別同比大增25%、83%,尤其經紀、自營、利息淨收入分別同比增長49%、51%、27%,全年來看,經紀、兩融等業務增長前景可期,自營、資管、投行等業務韌性好於預期,預計估值有望修復。
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