每經AI快訊，天風證(zheng)(zheng)券(quan)(quan)研報表示，政(zheng)策(ce)工具推進速(su)度(du)超(chao)出預期，后續事件驅動(dong)仍(reng)(reng)可期待(dai)，推薦頭(tou)部券(quan)(quan)商和(he)(he)保(bao)險(xian)(xian)兩項資本市場支持工具，非銀機構互換便利和(he)(he)回購增持再貸款的推進速(su)度(du)很(hen)快，展現政(zheng)策(ce)執行的力度(du)和(he)(he)決心，后續政(zheng)策(ce)事件催(cui)化驅動(dong)行情仍(reng)(reng)可期待(dai)。建(jian)議重點關注加杠桿邏輯提(ti)升利潤彈(dan)性(xing)的券(quan)(quan)商和(he)(he)受益(yi)于投(tou)資收益(yi)增厚(hou)凈利潤表現的保(bao)險(xian)(xian)公(gong)司。建(jian)議關注頭(tou)部券(quan)(quan)商海通證(zheng)(zheng)券(quan)(quan)/國(guo)泰君(jun)安/中(zhong)(zhong)國(guo)銀河/中(zhong)(zhong)信證(zheng)(zheng)券(quan)(quan)/中(zhong)(zhong)金公(gong)司，頭(tou)部保(bao)險(xian)(xian)公(gong)司新華保(bao)險(xian)(xian)/中(zhong)(zhong)國(guo)人壽/中(zhong)(zhong)國(guo)太(tai)保(bao)/中(zhong)(zhong)國(guo)平安。受益(yi)于交投(tou)活躍(yue)度(du)放大，以經紀業務(wu)見長(chang)的券(quan)(quan)商和(he)(he)金融科技(ji)公(gong)司仍(reng)(reng)存在預期差，建(jian)議關注指南(nan)針/東方財(cai)富/財(cai)富趨勢/同(tong)花順。