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券商股現升停潮,超30股升停,多重利好超預期推出
A股市場券商股現升停潮,中信證券、西南證券、紅塔證券、國金證券等超30股競價升停。消息面上,財政部、税務總局27日公吿,證券交易印花税實施減半徵收。另外,針對證監會調整融資保證金最低比例由100%降低至80%,開源證券非銀首席高超表示,兩融擴表可期,不考慮需求側,以融資保證金比例下調20%計算,預計券商融出規模上限將增加25%(供給側),預計將拉動上市券商整體淨利潤增長13%,全面看多券商板塊。

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