證券IT概念股走強 恆生電子(600570.SH)逼近漲停
格隆匯9月3日丨昨晚官宣深化新三板改革,設立北京證券交易所,打造服務創新型中小企業主陣地。A股證券IT概念股集體走強,恆生電子、頂點軟件逼近漲停,金證股份漲超8%,贏時勝、財富趨勢漲超4%。國泰君安認為,北交所落地,將利好證券IT。證券IT的業績主要驅動力即為證券行業的變化導致的系統升級改造。此次北交所的落地,將從兩個方面帶來業績增量,第一是交易規則的變化,第二是交易量的增長帶來擴容的需求。在短時間內券商是難以獨自承擔系統更新的開發工作,利好現有證券IT廠商。
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