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大行評級|里昂:券商股中短期偏好中國銀河 長期首選仍是港交所
里昂發表報吿指,其所追蹤的內地券商股交出了亮麗的第三季業績。除了海通證券外,由於投資收益強勁,整體純利增長超出預期,主要受9月股市反彈和債券投資收益的帶動。平均而言,內地券商股第三季經紀收入按季下降9%,按年下降14%,這是因為佣金率下降和7月到8月市場活動疲弱,但預期在A股成交量持續增長的推動下,第四季的經紀收入將回暖。該行指,短期偏好中國銀河,長期首選仍然是港交所。
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