港股异动 | 券商股走高 中金公司(03908)涨超4% 机构认为估值和行业基本面鲜明错配 存较大修复空间
券商股走高，中金公司(03908)涨超4%，截止发稿中金公司涨4.43%，报8.72港元，国泰君安国际(01788)涨3.92%，报0.53港元，华泰证券(06886)涨3%，报8.93港元。
招商证券此前指出，多重不利冲击下，券商2023年业绩营收净利总量下滑，自营高弹性、资管稳健，二者成为主要亮点;往后看，政策继续发力，市场景气向上，券商业绩有望“预喜”。目前，券商指数PB估值1.21，位于历史底部，估值和行业基本面鲜明错配，存在较大修复空间。
广发证券认为，严监管环境的预期已基本消化，市场活跃度有所提升、以投资者为中心的资本市场环境重塑，建设一流投资银行的背景下当前证券行业估值及基金持仓处于历史底部。信达证券则指出，近期券业股权转让公告频发。在严监管集约化发展背景叠加行业同质化竞争背景下，行业并购整合加速或将有利于相关标的估值改善，建议关注主题投资机会。
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