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港股异动 | 中金公司(03908)跌超4%领跌中资券商股 券商月度经营业绩尚未出现持续性好转

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中资券商股集体走低,截至发稿,中金公司(03908)跌4.19%,报10.98港元;中信建投证券(06066)跌2.17%,报6.75港元;华泰证券(06886)跌2.13%,报9.65港元;广发证券(01776)跌2.03%,报9.15港元。

中原证券近日表示,短周期内,虽然上市券商的月度经营业绩尚未出现持续性好转,但目前券商板块的走势更多反应的是活跃资本市场对于券商各项业务提振的预期,重点关注即将出台的《资本市场投资端改革行动方案》。

该行指出,在投资端改革持续发力的背景下,券商板块有望反复活跃,并有望成为市场转强时的中军领涨板块,积极保持对券商板块的持续关注。关注龙头券商以及低估值中小及弹性券商的波段投资机会。

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