東方證券AH股聯袂大漲 即便海通闢謠“三家券商合併”傳言
格隆匯9月25日丨東方證券(03958.HK)和東方證券(600958.SH)分別大漲約5%和7%;國泰君安A+H亦均漲超1%;海通證券H股微跌,海通證券A股則漲1.56%。東方證券、海通證券和國泰君安均為上海國資委下屬券商,市場傳言三家將合併,但海通證券今日盤中在互動平台表示:“公司董事會暫時沒有討論與國泰君安、東方證券整合的相關事項。”近期,“合併”成為券商的關鍵詞,也引燃了市場對券商板塊的熱情。開源證券非銀金融首席分析師高超表示,監管層已明確表態鼓勵券商市場化合並,此外隨着金融控股公司監管管理辦法落地,金控公司監管趨嚴,後續或有更多金融牌照進行重組、合併,證券行業主題性投資機會將增多。

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