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飆升!中資券商指數創新高 華融金控一度暴升4.6倍
升瘋了!Wind中資券商指數盤中大升超30%,創歷史新高。華融金控一度飆升超460%,現升幅回落至240%;申萬宏源香港一度大升188%,創2019年3月以來約5年半新高;招商證券暴升超60%,東方證券升超40%,中信建投證券、國聯證券、廣發證券升超30%,中信證券、光大證券、中金公司、申萬宏源升超20%。一系列利好資本市場的政策催化下,近期港A市場放量大升。有分析人士指,A股、港股市場行情火爆,成交金額均刷新歷史最高紀錄,券商或將最先受益。券商板塊此前受到壓制較多,整體估值也偏低,所以導致本輪行情反彈比較迅猛。此外,萬和證券看好中長期資金入市為券商資管、經紀業務、機構業務帶來的增長潛力,大力發展權益類公募基金為券商財富管理業務打開業務空間。中金公司認為,當前券商面臨三大方面的催化:一是宏觀經濟和財政貨幣政策的情緒催化(尤其是關注財政力度);二是資本市場相關的改革催化(如平準基金政策、證券基金保險公司和央行之間的互換便利細則落地等);三是行業內併購整合的事件催化。對於目前市場較為關心的行情持續性問題,機構認為,行情演繹的強度和速度或將超出市場預期,券商股是本次政策轉向的核心受益板塊,有望在政策積極轉向+流動性改善催化下體現更強的市場敏感屬性。

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