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今日早盘,券商概念股活跃走强,截至发稿,第一创业涨2.41%,中国银河,浙商证券,招商证券,广发证券,华泰证券,国盛金控,国泰君安等股均有不错表现。
平安证券分析认为,券商股目前估值依然较低,存在一定安全边际,且在大盘回升时弹性较好。8月上市券商的业绩整体稳定,交易活跃度持续回升,两融业务稳步增长,市场环境不断改善,同时券商股也获得了证金公司的大幅增持,维持行业“强于大市”的评级,建议关注以下几类公司:1、业绩表现较好、估值较低的大型券商,如中信证券、广发证券、华泰证券;2、弹性较好的如国元证券、西部证券、山西证券、东方证券。
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