每經AI快訊,廣發證券表示,增量資金加碼入市,券商定增提速釋放政策松動信號,打開券商估值空間。券商業績底部回暖,彈性可期,但估值滯漲,市場活躍度有望回升,增量資金接力入市,看好非銀板塊,建議持續關注政策及事件催化下并購重組主線。
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