港股异动 | 中资券商股午后回暖 券商业绩持续回暖 机构称关注港股非银板块向上弹性

智通财经
Jul 03, 2025

智通财经APP获悉,中资券商股午后回暖,截至发稿,中信证券(06030)涨3.88%,报24.1港元;中金公司(03908)涨2.52%,报17.9港元;光大证券(06178)涨2.32%,报8.81港元;东方证券(03958)涨2.18%,报5.62港元。

消息面上,国泰君安国际正式获得香港证监会批准,将现有证券交易牌照升级为可提供虚拟资产交易服务及相关咨询意见。公司成为首家具备全方位虚拟资产服务能力的香港中资券商。中信证券近日指出,中国香港发展虚拟资产的战略决心明确,依托成熟的金融基建与国际化的监管框架,虚拟资产产业发展迅猛。在此趋势下,传统金融机构持续强化牌照及业务布局。

广发证券则表示,中长期资金入市与资本市场稳定性提升,券商业绩持续回暖,但估值滞涨,券商与数字资产业态合作空间广阔,建议重视券商板块的预期交易属性,建议持续关注政策及事件催化下并购重组主线以及中金公司(H)、国泰君安(A/H)、华泰证券(A/H)、东方证券(A/H)、中信证券(A/H)、中国银河(A/H)等。中信建投发布研报称,当前港股市场流动性充裕,关注港股非银板块向上弹性。

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