【招商非银】券商三季报预计延续高增长—券商板块最新观点

莲花山士丹利金...
Oct 11

流动性充盈,牛市基础夯实。散户视角下,8月上交所开户数为265万户,同比/环比分别增长165%/35%,新增投资者跑步入场趋势延续;9月日均交易额2.4万亿,环比提升近10%;两融规模触及2.44万亿,绝对规模创本轮新高,交易额占A股成交额比例触及12.2%、处于较高水平,体现投资情绪高涨,但并未狂热。机构视角下,8月私募基金备案数达1539只、备案规模为606亿元;主动权益基金净值达35097...

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