遭“搶飯碗”傳聞攪動 中資券商股跟跌 中國銀河(6881.HK)跌超5%
格隆匯6月29日丨遭“搶飯碗”傳聞攪動,A股市場券商股集體下跌,港股市場中資券商股也隨之跟跌,其中,中國銀河跌超5%,華泰證券、中信證券和海通證券跌超4%領跌,廣發證券跌超3%,中信建投證券、東方證券和光大證券等均明顯下跌。有援引權威人士消息稱,證監會計劃向商業銀行發放券商牌照,或將從幾大商業銀行中選取至少兩家試點設立券商。證監會迴應稱目前沒有更多的信息需要向市場通報,還稱不管通過何種方式,都不會對現有行業格局形成大的衝擊。中泰證券最新表示,目前中國資本市場需要的是高質量的頭部券商,而不是券商牌照的數量;即需要能與外資投行抗衡的大投行,而不是一堆重複低水平建設的券商牌照。從這個角度説,給銀行券商牌照,不是政策的重點。
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