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國聯證券國金證券合併引爆 中資券商股集體上漲
格隆匯 09-21 09:24
格隆匯9月21日丨隨着週末國聯證券籌劃吸收合併國金證券的消息確定,港股市場中資券商股集體上漲。國聯證券高開75%,中信建投高開4%,中州證券、招商證券均漲超3%,光大證券、東方證券、華泰證券漲超2%,中信證券和海通證券漲近2%。國泰君安認為,國聯證券吸收合併國金證券將進一步提升自身的綜合競爭能力及盈利能力,合併順應證券行業打造航母級券商的發展大潮;行業綜合競爭力突出、資本實力強勁的頭部券商仍繼續在各方面領跑行業發展,也將更為受益行業變革。機構普遍認為,券商合併事件有望使得市場再度提升對“航母級”券商的關注度,推動市場情緒,進一步提升大金融方向的熱度。

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