You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
板塊異動 | 券商股港A兩市大漲,易會滿週末講話繼續發酵

uSMART盈立智投5月25日消息,週二,券商股繼續兩地大漲,截至14:13,港股方面,中金公司漲近8%,中信建投證券漲超7%,東方證券漲超6%,光大證券、中信證券漲超5%,招商證券漲近5%。

A股方面,券商ETF漲4.55%,中信建投、中金公司漲停,興業證券漲近10%,東方財富漲超7%,招商證券漲超6%。

市場分析稱,券商股大漲與上週末證監會主席易會滿的講話不無關係。

易會滿5月22日在中國證券業協會第七次會員大會上定調證券行業高質量發展方向,就證券業高質量發展提出建議。

多家機構普遍認爲,券商板塊估值回落後存在高估值業務(財富+資管+衍生品)的長期提升邏輯,短期存在業績或將上行的趨勢。

東興證券分析師劉嘉瑋等在報告中指出,週末易會滿的講話肯定了證券行業經營模式改革取得的積極進展,證券公司在金融體系中的重要性不斷增強。

易會滿着重強調證券公司未來在資產定價領域的核心地位,預計擁有較強投行及研究實力的頭部券商未來將持續受益於註冊制及其配套制度改革及創新紅利,發展空間打開。

當前證券行業經營風險和監管風險或已得到較爲充分的釋放,估值繼續修復爲大概率事件。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account