富途控股:较多受益于“中国资产”交易活跃的互联网券商

中金公司
07 Oct 2024

投资建议我们看好富途较多受益于包括港股、中概美股及A股等在内的“中国资产”的交易活跃(vs.前期受益于美股科技公司交易活跃),在此过程中富途收获的不仅是能够快速兑现的业绩增长和估值提振,更是长期发展所依赖的优质客户数量的增长和客户资产(AUM)的提升、优势市场中客户市占率的再次爬坡和新开拓市场的加速破局,进一步打开未来业务增长和市值空间。理由公司股价近期在涨什么?富途近三周上涨125%,我们认为...

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