金吾财讯 | 中资券商股全线上扬，国联民生(01456)涨5.98%，中信建投证券(06066)涨4%，中州证券(01375)涨3.62%，华泰证券(06886)涨3.89%，广发证券(01776)涨2.64%。中信建投表示，两融余额再次突破2万亿元关口，创下十年来新高，市场交投情绪位于高位。中证数据有限责任公司最新数据显示，截至8月5日，两融市场中的个人投资者数量为753.93万名、机构投资者为50085家。越来越多投资者选择参与两融交易，体现了投资者对市场行情的积极预期。华泰证券表示，随着市场风险偏好上行，券商板块净资产收益率进入上行期。且本轮券商业绩或具备更强稳定性、持续性，关注市场+预期+业绩正循环下的券商持续修复行情。
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