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港股異動丨中資券商股繼續活躍 廣發證券升超3%續刷階段新高
港股中資券商股普遍上升,其中,興證國際升超5%,中國銀河、中信證券、中金公司、東方證券升約4%,廣發證券、申萬宏源、恒投證券升超3%,並且廣發證券續刷階段新高,華泰證券、中信建投、光大證券等跟升。消息上,華泰證券表示,7月以來券商股密集發佈半年報業績預吿,已公吿的27家中,大券商上半年歸母淨利潤同比增速集中在50%—80%,中小券商多集中在50%—120%,部分實現1000%以上增幅(有一定的低基數影響)。財富管理、投資交易、投行是核心增量,反映上半年權益市場景氣度提升,成交額和投行融資額同比增長強勁。展望下半年,權益市場在“持續穩定和活躍資本市場”的基調下有支撐,7月以來交投延續高景氣度,香港IPO市場持續回暖,為券商營造良好經營環境。當前板塊低估低配,把握券商股修復機會。交銀國際指出,從公佈業績預吿的券商來看,二季度業績仍保持強勁增長,增速超我們預期。(格隆匯)

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