券商股為何暴漲?市傳券商直接對接大行存量理財資源
格隆匯7月2日丨延續近期強勢,券商板塊今日再掀漲停潮,在46只券商股中,漲停個股多達12只,漲幅超5%的個股為45只,僅中國銀河漲4.6%為最小漲幅。港股光大證券更是暴漲27%,中信建投、申萬宏源、中國銀河、海通證券和中信證券漲幅均在10%以上。有市場人士猜測,此輪券商大漲或與金融混業經營有一定關聯,券商與銀行將相得益彰,而並非簡單的券商“飯碗”被商業銀行搶走,“有傳聞稱券商直接對接大行存量理財資源,混業經營”。另外還有分析人士指出,市場要形成一輪較大的牛市行情,需要有銀行資金參與。銀行持有券商牌照或金融混業經營事實上是給銀行資金參與證券市場開了口子,投資者預期會有一輪較好的投資機會。如果有較好的牛市行情,受益最大的當然是證券業,因而券商股上漲與牛市預期有直接關係。


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