中资券商股普涨中信证券(6030.HK)涨近5%
格隆汇8月19日丨港股市场中资券商股普涨,其中,中信证券涨4.84%,招商证券和华泰证券涨涨超3%,中金公司、中信建投、国泰君安、中州证券、海通证券和光大证券均涨超2%,中国银河、广发证券和东方证券涨超1%。两融史上第六次大扩容今日实施,据中信证券测算,在市场中性的假设下,预计扩容将增加两融余额2000-3000亿元。以2500亿元增额和3%净息差计算,预计一个完整的年度将增加证券行业净收入75亿元,参照2019年行业业绩预测,对行业收入提升幅度为2.2%;在不考虑经营成本,仅考虑所得税的情况下,预计将增加证券行业净利润56亿元,对行业净利润提升幅度为4.7%。另外,7000亿券商大集合首只公募化产品快速获批,也利好大型券商股。
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