券商板塊開盤強勢走高!單次T+0交易釋放利好
6月1日,券商板塊開盤走高,較為強勢,其中,中銀證券漲停,東方財富、南京證券漲超5%,浙商證券、華鑫股份、紅塔證券等集體上漲。

來源於:Wind
而究及漲勢的原因,主要是源於此前的一則消息利好,即5月29日晚間,上交所就2020年全國兩會期間建議進行了迴應,指出將適時推出做市商制度、研究引入單次T+0交易,保證市場的流動性,從而保證價格發現功能的正常實現。
本次上交所提出的“單次T+0”,主要是指市場投資者在日內買入後可賣出,或日內賣出後可再行買入,兩個方向均限操作1次。
而隨着這一交易制度的實施,對市場投資者的最大利好便是可以當日及時止損,乃至遏制新股的惡意炒作;與此同時同時,T+0也可以刺激市場投資者的積極性得以提高,促使交投活躍,進而提升市場的流動性和活躍度,而在這其中,或將間接利好券商板塊,畢竟隨着市場投資者的交投情緒趨於樂觀,佣金有望得到提升,增加經紀業務收入,進而利好其盈利的穩定性,可以説其直接受益於資本市場深化改革帶來的紅利釋放。
中航證券指出,再次考慮實施T+0制度的時機或已成熟,監管方面出於審慎考慮可以採取分步實施的方式,如先對T+0交易實施較高的參與門檻、在上證50大市值低估值成分股率先試點等。
中信證券認為,T+0制度改革利弊並存,整體仍處於研究論證階段,尚無明確時間安排。此項改革對增強市場交易活躍性大有裨益,但長期看料無法改變市場運行趨勢。展望海外,A股市場未來可能在綜合考慮投資者適當性、賬户種類、交易次數、交易標的並強化信息披露的前提下進行有限試點。
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