银河证券：证券板块景气度上行 中长期资金扩容增强基本面改善预期

Core Viewpoint - The policy goals of "stabilizing growth and the stock market" and "boosting the capital market" will continue to guide the future direction of the securities sector [1] Group 1: Market Environment - A moderately loose liquidity environment will persist, contributing to an improved capital market environment [1] - Factors such as the restoration of investor confidence will collectively drive the upward trend in the securities sector's prosperity [1] Group 2: Investment Outlook - Expectations for the expansion of medium to long-term funds are further enhanced, improving the fundamental outlook for the sector [1]