异动解读|中信证券盘中下跌3.14%,中资券商股集体走弱板块承压

行情直击
Sep 08

9月8日,中信证券港股盘中下跌3.14%,报25.94港元,成交额2.55亿港元。消息面上,中资券商股今日集体走弱,同业个股中中金公司跌6.43%领跌,招商证券跌1.83%,广发证券跌1.85%,板块抛压明显。

尽管券商中报季整体表现亮眼,43家上市券商合计归母净利润同比增长近50%,中信证券上半年营收496.92亿元、归母净利润233.43亿元均居行业首位,但市场对券商盈利持续性存在疑虑。分析指出,经纪及自营等传统业务占比偏高,盈利高度依赖市场行情,被部分资金视为"一次性事件",二季度主动权益公募对券商持仓仅0.63%,处于近5年低位。此外,公司近期完成H股增发约8.04亿股,新增股份对短期股价亦构成一定稀释压力。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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