国金证券:监管层面释放两地互联互通政策红利 维持证券行业“买入”评级

智通财经
Aug 04
【国金证券:监管层面释放两地互联互通政策红利 维持证券行业“买入”评级】智通财经APP获悉,国金证券发布研报称,8月3日,证监会主席吴清在香港推出人民币国债期货上市仪式并发表致辞,提出五方面深化两地资本市场双向务实合作的举措。监管层面持续释放互联互通的政策红利,将提高两地资本市场活跃度、丰富产品供给、提升中国资产的全球配置价值。香港交易所(00388.HK)以及提供跨境融资、投资端服务的优质券商有望在长期受益。当前证券板块PB、PE估值为1.2x/16x倍,多家券商发布中期业绩预增公告,维持低估值、高业绩增速的证券行业的“买入”评级。

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