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券商板塊走強 中金公司(601995.SH)漲超5%
格隆匯7月22日丨券商板塊走強,中泰證券封漲停,中金公司漲超5%,東方證券、中信建投漲超3%,財達證券、中原證券、西部證券、中銀證券等紛紛跟漲。截至目前,共有5家券商發佈業績快報,海通證券上半年淨利潤81.04億元,盈利金額居首,其次是光大證券,淨利潤為22.62億元;方正證券增幅最高,淨利潤同比增長102.70%。光大證券指出,當前在權益市場大發展的背景下,券商行業財富管理、投資業務和機構業務等面臨着快速發展或轉型時期,低估值的券商板塊有高的配置性價比。從公司層面來看“分化”是行業演繹的關鍵詞,在“分化”過程中龍頭券商和部分有差異化競爭力的券商將有望獲得超額收益。

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