多個政策利好金融市場,券商股走強
今日,券商板塊整體走強,其中天風證券強勢封板,中銀證券漲超5%,國金證券、哈投股份、紅塔證券、華鑫股份、華安證券、國海證券等多股紛紛跟漲。
來源:富途
消息面上,據人民日報報導,今日中美全面經濟對話中方牽頭人劉鶴應約與美貿易代表萊特希澤、財政部長姆努欽通話,雙方表示應加強宏觀經濟和公共衞生合作。這是中美經貿高級別磋商雙方牽頭人在簽訂第一階段經貿協議後的首次通話,這對市場帶來了明顯的利好加持。
日前,央行和國家外匯管理局發佈了《境外機構投資者境內證券期貨投資資金管理規定》,規定明確並簡化境外機構投資者境內證券期貨投資資金管理要求,進一步便利境外投資者參與我國金融市場。
同時,該規定還表示,取消境外機構投資者額度限制,大幅簡化合格投資者境內證券投資收益匯出手續,允許合格投資者自主選擇匯入資金幣種和時機。這給境外投資者提供較大便利,方便另外機構投資者加大國內資本市場配置規模。
此前在4月,新華社授權發佈《中共中央國務院關於構建更加完善的要素市場化配置體制機制的意見》,意見中表示要深化要素市場化配置改革,提高要素配置效率,增加服務小微企業和民營企業的金融服務供給,擴大金融業對外開放。
多個利好政策的頒佈促進市場國內資本市場活躍和發展,提升市場風險偏好,利好券商板塊。
此外,上投摩根表示,從宏觀來看,中國市場無論從經濟增長還是資產配置角度來看都難以忽視,中國擁有全球第二大的股票、債券市場,中國市場較低的估值、更大的政策空間以及相對穩定的經濟基本面,是全球投資者長期看多中國市場的主要原因。
天風證券指出,因LPR、TMLF利率下調,貨幣政策持續寬鬆,新三板精選層掛牌業務受理與審查工作即將啟動,預計後續資本市場改革利好政策將持續落地,流動性寬鬆,疊加政策催化短期有望繼續提振券商股估值。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.