高盛上调A股全年日均成交增长预测 券商将从中受益

美港电讯
07 Mar

【高盛上调A股全年日均成交增长预测 券商将从中受益】金十数据3月7日讯,高盛发表研报指,在去年9月底的中央政策刺激后五个月,A股日均成交量急增至1.9万亿元人民币,交易量呈现强劲的上升势头,主要由于人工智能主题推动的资本流入和成交量增加;ETF持续激增提升市场交易量。因此,该行将今年全年ADTV的按年增长预测由15%上调至22%,至于券商的多条业务线亦将从中受益。高盛提及,中金公司、中信证券、广发证券年初至今的A股及H股平均回报率仅分别为负3%及正6%,故认为仍有不错的上行潜力,预计上述三间覆盖券商的A股及H股平均上行潜力将分别为18%及5%。

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