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港股异动 | 中资券商股普涨 海通证券(6837.HK)升近4%领涨
格隆汇 09-06 10:36
格隆汇9月6日丨中资券商股延续昨日涨势,海通证券(6837.HK)升近4%领涨,中金公司、中国银河涨逾3%,中信证券、国泰君安、中信建投等涨逾2%。昨日晚间,32家上市券商披露了8月营运数据,从环比、同比增速来看,8月业绩都堪称亮眼。其中,海通证券8月净利同比增长约3.1倍至4.92亿元(人民币,下同);中信证券母公司8月实现净利润10.9亿元,同比增长302%;广发证券8月净利润4.72亿元,同比增长214%。中金认为,资金面持续宽松预期、资本市场改革和行业逆周期监管调解的推进,短期有助于提升市场风险偏好、推动估值处于低位的券商板块迎来修复行情。美银美林料中资券商股可受惠A股好转,看好海通证券、中金公司及国泰君安,目标价分别为12港元、16.5港元及17.5港元。
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