中资券商延续昨日升势 国联证券(01456)涨超6% 机构料券商Q4业绩增速显著高于Q3

金吾财讯
Nov 05, 2024

金吾财讯 | 中资券商延续昨日升势,国联证券(01456)涨6.04%,中信建投证券(06066)涨4.37%,弘业期货 (03678)涨3.4%,中国银河(06881)涨2.68%,中州证券(01375)涨2.62%。开源证券研报指出,10月以来市场成交额保持高位,叠加低基数,预计券商单四季度业绩同比增速明显强于三季度,从业务弹性来看,权益自营随着市场上涨率先反应,持续较高的交易量将驱动经纪业务高增,伴随股市向好,大财富管理业务景气度有望回升,券商ROE或持续回升,基本面向好。

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