摩根大通：中資券商股或已過度調整 偏好中信證券及中金公司

智通財經
2022.09.19 03:50
摩根大通 9 月 19 日發表研究報告指，國務院日前出台鼓勵金融機構降費的文件，中資券商 AH 股的股價於上週五回落 4% 至 5%，對比同期指數僅下跌 1% 至 2%，相信財富管理及資產管理的費率將成為市場關注重點，帶來潛在負面盈利影響，但預期對受評中資券商股而言並非災難性影響，又認為股價已出現過度調整，繼續將中金公司及中信證券列為行業首選。
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