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銀河證券:多因素共同推動證券板塊景氣度上行 配置正當時
中國銀河證券研報表示,科創成長層正式落地,核心價值在於爲國家科技自立自強戰略提供了強有力的資本市場制度支撐,同時也爲券商投行業務高質量提供了制度保障。銀河證券認爲國家“穩增長、穩股市”、“提振資本市場”的政策目標仍將持續定調板塊未來走向,流動性適度寬鬆環境延續、資本市場環境持續優化、投資者信心重塑等多方面因素共同推動證券板塊景氣度上行,中長期資金擴容進一步增強證券行業基本面改善預期,板塊配置正當時。
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