智通财经APP获悉,中资券商股涨幅居前,截至发稿,招商证券(06099)涨4.76%,报14.96港元;弘业期货(03678)涨4.17%,报2.75港元;中信证券(06030)涨3.11%,报21.55港元;中国银河(06881)涨2.92%,报7.04港元。
消息面上,中央金融办等六部门联合印发《关于推动中长期资金入市工作的实施方案》,重点引导商业保险资金、全国社会保障基金、基本养老保险基金、企(职)业年金基金、公募基金等中长期资金进一步加大入市力度。证监会主席吴清今早在国新办新闻发布会上表示,大力引导中长期资金入市是系统工程,下一步各部门将继续加强沟通协作,随着实施方案各类举措落地,将进一步提升中长期资金的权益配置能力,稳步扩大投资规模,改善资本市场资金供应结构,也将有助于中长期资金提升长期投资的回报。
国金证券表示,长期资金入市方案落地,有利于资本市场长期稳定发展,政策积极+流动性宽松+基本面改善催化,利好券商板块估值和业绩双提升。建议关注基本面更加受益权益市场回暖的强贝塔业务(权益投资弹性+交投弹性)券商,以及权益资管产品发行和管理具备优势的券商。东吴证券认为,随着相关制度的不断完善和政策的持续落实,中长期资金有望进一步加速入市,为资本市场注入更多活力,推动资本市场高质量发展。
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