智通财经APP获悉,中资券商股今日回暖,截至发稿,中金公司(03908)涨4.58%,报12.32港元;广发证券(01776)涨4.51%,报9.03港元;国泰君安(02611)涨4.21%,报9.91港元;中国银河(06881)涨3.7%,报6.44港元。
消息面上,4月8日,多部门发布政策稳定资本市场。东吴证券首席战略官、联席所长孙婷表示,近期多部门推出稳定资本市场举措,中央汇金公告将持续加大增持ETF规模和力度,而央行则表示为其提供再贷款支持,“中国版平准基金”将为股市提供坚实后盾。同时,金监总局上调保险公司权益投资比例,预计将进一步引导险资发挥耐心资本优势,为股市带来更多增量资金。当前多部委联合共进,展现出维护资本市场平稳的坚定决心和看好中国经济发展的强大信心,有望形成政策合力,为资本市场发展注入强心剂。
国泰海通证券指出,市场交投持续活跃有望支撑券商业绩,推荐业绩大幅改善及有并购预期的头部券商,个股推荐华泰证券、中国银河、中金公司H以及中信证券。波动利率环境下头部券商业绩确定性更强,Q1低基数叠加股基交易额放量下,部分头部券商有望实现确定性盈利改善。
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