港股异动 | 中资券商股集体走高 机构上调券商一季报扣非归母净利润增速 创业板改革符合预期

智通财经
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智通财经APP获悉,中资券商股集体走高,截至发稿,国泰海通(02611)涨4.15%,报14.81港元;中金公司(03908)涨4.05%,报20.04港元;广发证券(01776)涨3.1%,报16.96港元;中信证券(06030)涨2.75%,报27.62港元。

消息面上,4月9日,中信证券披露一季度业绩快报,营收和归母净利润分别同比增长41%/55%,营收和净利润均明显超预期。4月10日证监会发布《关于深化创业板改革更好服务新质生产力发展的意见》,增设创业板第四套上市标准。

开源证券指出,创业板改革深化和盘后交易扩容符合预期。该行上修券商一季报扣非归母净利润增速至+43%,头部券商在海外业务和大财富管理业务上更具优势,盈利增速有望领跑。券商基本面有望延续高景气。当下板块估值位于历史底部,看好券商板块当下超额收益。

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