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港A兩地券商股齊齊大漲 光大證券(6178.HK)大漲超23%
格隆匯 07-02 14:10
格隆匯7月2日丨隨着午後A股券商股再度出現拉昇走勢,港股市場中資券商股再度被帶動,漲幅進一步擴大。其中,光大證券漲超23%,股價創2019年5月以來新高;中國銀河漲超11%,招商證券漲超9%,中信建投、海通證券漲超8%,東方證券、中州證券、中信證券和廣發證券漲超7%,中金、華泰證券、國泰君安均漲超5%。有分析人士指出,當前無論從市盈率(A股市場券商行業平均估值約30倍)還是市淨率指標來看,券商板塊在港A市場都處於估值相對便宜的位置,目前來看安全邊際較高。在前段時間多重利好的加持下,進入7月兩地市場中的券商股正試圖展開突破性行情,短期雖可能會有回調風險,但從中長期看,目前的券商板塊或具備較好的配置價值。

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