智通财经APP获悉，中资券商股继续走低，截至发稿，国泰海通(02611)跌3.65%，报14.27港元；东方证券(03958)跌3.55%，报5.43港元；光大证券(06178)跌3.49%，报7.47港元。
消息面上，股票类跨境TRS明确暂停新增。高盛认为，跨境TRS收紧并非全新变数。透过存量基础和流量基础两种模型测算，跨境股票TRS对合资格券商的收入贡献仅约1%至4%，该行认为影响相对有限。此外，业务规模的缩减也不会导致重大资产减值损失 。
此外，周五科技板块跌势明显。近期有观点认为，上市券商通过科创板强制跟投、股权投资等方式获得科技企业股权，意味着买券商就相当于买打折的科技基金。中金此前表示，“三投联动”模式下，券商的盈利模式从手续费收入转向科创企业的全生命周期价值挖掘。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.