信达证券：政策驱动有望促进券商板块估值修复

E公司09-20

e公司讯，信达证券研报认为，虽然当前券商板块盈利承压、估值和持仓均处于历史低位，但继续向下空间有限，具备较强安全边际。在新“国九条”引领“1+N”政策体系持续完善的背景下，大型券商优势仍然显著，并购重组主线或将持续驱动板块行情，下半年资本市场或迎来高质量发展，行业投资端基本面有望转好，政策驱动有望促进板块估值修复。建议关注：1）龙头优势显著的头部券商，如中信证券、中国银河、华泰证券；2）培育一流...

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