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港股異動丨中資券商股繼續上漲 東方證券漲超6% 招商證券等多股漲超2%
港股中資券商股再度拉昇上漲,其中,東方證券漲超6%,中州證券漲5%,國聯民生漲超4%,華泰證券、中國銀河漲3.5%,申萬宏源、中信建投、中金公司、國泰海通、恆投證券、招商證券均漲超2%。消息上,中泰證券發佈研報稱,從市場交易特徵來看,2025年6月以來,A股市場逐步從存量市場轉爲增量市場。隨着交投活躍度攀升,市場整體估值中樞開始普遍和趨勢性擡升,板塊從輪動到普漲,賺錢效應開始顯現。春江水暖鴨先知,欠漲券商佈局正當時。建議關注:頭部券商以及充分受益於市場交投活躍的金融科技龍頭。此外,券商有望從業務和估值兩端充分受益於穩定幣催化。中國香港穩定市條例將於8月1日生效,中國香港金管局將於下週發佈穩定幣發行人規則摘要。上海市國資委黨委7月10日召開中心組學習會,圍繞加密貨幣與穩定幣的發展趨勢及應對策略開展學習。(格隆匯)

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