侃股：券商股有望迎来价值重估

Group 1 - The core viewpoint is that brokerage stocks are becoming more active, supported by high trading volumes in the stock market, which is expected to lead to performance improvements and potential revaluation of these stocks [1][2] - Brokerage firms are crucial intermediaries in the capital market, and their revenue is closely linked to trading activity; increased trading volume translates to higher commission income and benefits other business segments like investment banking, asset management, and proprietary trading [1][2] - The expected growth in brokerage firms' performance is driven by increased income from brokerage services, active investment banking activities such as IPOs and refinancing, and a favorable environment for asset management due to rising investor demand [1][2] Group 2 - The valuation level of brokerage stocks, historically affected by market conditions and industry competition, is anticipated to undergo reassessment due to improved market conditions and heightened performance expectations [2] - The process of revaluation presents significant investment opportunities, as performance growth and valuation increases are likely to drive stock price appreciation, benefiting investors [2] - The revaluation of brokerage stocks is a significant trend in the current capital market, with high trading volumes indicating promising performance and potential for valuation adjustments, which is beneficial for the long-term development of the A-share market [2]