5月8日,云锋金融再飙20%,该股近七个交易日累涨逾150%。
申万宏源指出,蚂蚁收购耀才证券拟在补足云锋金融牌照空缺。该行指出,目前云锋金融拥有香港证监会1、4、6、9号金融服务牌照,可以提供证券交易、证券咨询、机构融资咨询、资产管理等服务。本次蚂蚁拟收购的耀才证券则为补足了2、5号牌照,对应可以额外从事期货合约交易、就期货合约提供意见。
东海证券则认为,“互联网龙头+传统券商”的组合,有望产生新的竞争模式,资本金的支持和客群渠道的扩容,或将加速放大券商牌照价值,实现传统券商客户的业务潜力挖掘和蚂蚁集团内部的业务协同。
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