港股異動丨中資券商股再度拉昇 招商證券升超3% 廣發證券升超2%
港股中資券商股再度上升,其中,中泰期貨升5.5%,東方證券升4.3%,申萬宏源、中州證券、招商證券、弘業期貨等多股升超3%,廣發證券、中信建投、國聯民生、光大證券、國泰海通均升超2%。消息上,昨日,中辦、國辦發佈《關於深入推進深圳綜合改革試點深化改革創新擴大開放的意見》指出,允許在香港聯合交易所上市的粵港澳大灣區企業,按照政策規定在深圳證券交易所上市。“這意味着深圳將迎來‘H+A’上市公司,新一輪行情呼之欲出。”前海開源基金首席經濟學家楊德龍指出,一方面,政策的推出給深交所帶來更多優質上市公司資源;另一方面,在港上市的粵港澳大灣區企業不乏一批科技龍頭企業,代表了經濟轉型方向,也為壯大A股市場帶來了新機遇。Wind數據顯示,截至2025年6月11日,在港上市但未在A股上市的粵港澳大灣區企業共有220家,總市值約為16萬億港元,其中不乏騰訊控股、小鵬汽車-W這樣的大型企業。企業迴歸可能帶動相關股票交易活躍度,進一步利好券商佣金收入,可能推動板塊估值修復。(格隆匯)

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