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券商股真正投资机会来了?

2015-05-20 11:41:35 来源:信息时报

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银河证券分析师赵强在研报中表示,依然认为当前板块整体股价距离合理估值区间有50%以上的升幅,在业绩全年高速增长的预期较为充分的前提下,后续政策的催化将是板块估值修复的关键。“从政策面上来看,近期央行降息后将进一步助力券商行业的业绩增长。根据媒体报道,今年行业创新大会将迟于往年,最终时点或将于6月底之前召开,因此在近期之内行业整体性的政策利好出现的概率并不大,仍需静等一段时间。”

编辑:王哲

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