消息面上，据经济参考，12月以来，长城、兴业、华泰、首创等多家上市券商发布分红实施公告，新一 轮分红派息进入落地阶段。在监管鼓励上市券商提高现金分红水平等政策的积极引领下，年内上市券商 分红金额已逾548亿元，其中14家已实施10亿元以上分红。 中资券商股午后快速拉升，截至发稿，中信证券（600030）(06030)涨3.77%，报28.08港元；招商证券 （600999）(06099)涨2.64%，报14.36港元；广发证券（000776）(01776)涨2.46%，报18.36港元；申万宏 源（000166）(06806)涨1.96%，报3.12港元。 国金证券表示，在监管的引导下，未来证券公司的经营将更具备韧性，优质券商有望进一步打开杠杆上 限、提高ROE水平。根据历史利润增速及板块涨跌幅、ROE水平及对应PB倍数来看，板块股价、估值 表现仍显著落后于业绩表现，看好板块估值修复。 ...

每经AI快讯，中资券商股午后快速拉升。截至发稿，中信证券(06030.HK)涨3.77%，报28.08港元；招商 证券(06099.HK)涨2.64%，报14.36港元；广发证券(01776.HK)涨2.46%，报18.36港元；申万宏源 (06806.HK)涨1.96%，报3.12港元。 （文章来源：每日经济新闻） ...

国金证券表示，在监管的引导下，未来证券公司的经营将更具备韧性，优质券商有望进一步打开杠杆上 限、提高ROE水平。根据历史利润增速及板块涨跌幅、ROE水平及对应PB倍数来看，板块股价、估值 表现仍显著落后于业绩表现，看好板块估值修复。 智通财经APP获悉，中资券商股午后快速拉升，截至发稿，中信证券(06030)涨3.77%，报28.08港元；招 商证券(06099)涨2.64%，报14.36港元；广发证券(01776)涨2.46%，报18.36港元；申万宏源(06806)涨 1.96%，报3.12港元。 消息面上，据经济参考，12月以来，长城、兴业、华泰、首创等多家上市券商发布分红实施公告，新一 轮分红派息进入落地阶段。在监管鼓励上市券商提高现金分红水平等政策的积极引领下，年内上市券商 分红金额已逾548亿元，其中14家已实施10亿元以上分红。 ...

本文源自：金融界AI电报 港股大金融股午后拉升，中国人寿(02628.HK)涨超4%，新华保险(01336.HK)、中信证券(06030.HK)涨超 3%，中国太保(02601.HK)、中国太平(00966.HK)、招商证券(06099.HK)、农业银行(01288.HK)涨超 2%。 ...

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages among various companies. Group 1: Increased Holdings - China Everbright Holdings (00165) saw the largest increase in ownership percentage, rising by 1.91% to a total holding of 27.74% [2] - COSCO Shipping Energy (01138) experienced a 1.55% increase, bringing its holding to 63.19% [2] - Yixin Group (02858) increased by 1.36%, with a current holding of 15.17% [2] - Red Star Macalline (01528) had a notable increase of 6.36% over five days, reaching a holding of 50.57% [5] - Reshaping Energy (02570) increased by 5.23% to a holding of 7.89% over the same period [5] Group 2: Decreased Holdings - China Merchants Securities (06099) experienced the largest decrease, dropping by 3.52% to a holding of 24.33% [3] - Lion Group (02562) saw a decrease of 3.00%, with a current holding of 35.27% [3] - Maoyan Entertainment (01896) decreased by 2.33%, now holding 14.73% [3] - The five-day decrease list includes WanGuo Gold Group (02979), which saw a significant drop of 11.17% to a holding of 0.01% [6] - Haotian International Investment (01341) decreased by 5.18%, maintaining a holding of 61.39% [6]

香港联交所最新资料显示，12月10日，易方达基金减持招商证券（06099）501.64万股，每股均价 13.9097港元，总金额约为6977.66万港元。减持后最新持股数目约为1.14亿股，最新持股比例为8.91%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新资料显示，12月10日，易方达基金减持招商证券（06099）501.64万股，每股均价 13.9097港元，总金额约为6977.66万港元。减持后最新持股数目约为1.14亿股，最新持股比例为8.91%。 责任编辑：卢昱君 ...

Key Points - Meituan-W (03690), Xiaomi Group-W (01810), and Beike-W (02423) ranked the top three in net inflow of southbound funds, with net inflows of 2.476 billion, 2.353 billion, and 941 million respectively [1] - Alibaba-W (09988), Tencent Holdings (00700), and Hua Hong Semiconductor (01347) ranked the top three in net outflow of southbound funds, with net outflows of -3.373 billion, -998 million, and -735 million respectively [1] - China Everbright Holdings (00165), COSCO Shipping Energy (01138), and China Resources Gas (01193) had the highest net inflow ratios at 70.94%, 69.71%, and 69.27% respectively [1] - Maoyan Entertainment (01896), China Merchants Securities (06099), and Yimaitong (02192) had the highest net outflow ratios at -75.39%, -71.19%, and -69.31% respectively [1] Top 10 Net Inflow Stocks - Meituan-W (03690) had a net inflow of 2.476 billion with a net inflow ratio of 28.22% and closed at 102.400, up 0.89% [2] - Xiaomi Group-W (01810) had a net inflow of 2.353 billion with a net inflow ratio of 22.42% and closed at 42.960, up 1.85% [2] - Beike-W (02423) had a net inflow of 941 million with a net inflow ratio of 40.46% and closed at 44.680, down 2.45% [2] Top 10 Net Outflow Stocks - Alibaba-W (09988) had a net outflow of -3.373 billion with a net outflow ratio of -24.91% and closed at 154.100, up 2.32% [2] - Tencent Holdings (00700) had a net outflow of -998 million with a net outflow ratio of -9.18% and closed at 616.000, up 2.41% [2] - Hua Hong Semiconductor (01347) had a net outflow of -735 million with a net outflow ratio of -24.72% and closed at 71.900, down 0.69% [2] Top 10 Net Inflow Ratios - China Everbright Holdings (00165) had a net inflow ratio of 70.94% with a net inflow of 326 million and closed at 10.080, unchanged [3] - COSCO Shipping Energy (01138) had a net inflow ratio of 69.71% with a net inflow of 189 million and closed at 9.490, up 3.15% [3] - China Resources Gas (01193) had a net inflow ratio of 69.27% with a net inflow of 91.478 million and closed at 23.040, up 0.79% [3]

Core Viewpoint - The Hong Kong stock market has not stabilized after recent overseas interest rate cuts, primarily due to two internal liquidity issues: the implementation of new public fund benchmark regulations, which may lead to selling of some Hong Kong stocks, and a significant demand for funds in the Hong Kong market. However, the overall impact of these issues is considered limited [1]. Group 1: Industry and Index Recommendations - Recommended sectors include Internet (930604.CSI), Non-ferrous Metals (931947.CSI), and Hong Kong Stock Connect Non-bank Financials (931024.CSI) [2]. Group 2: Market Performance - The Hong Kong market showed mixed performance last week (12/08-12/12), with the Hang Seng Index declining by 0.42% and the Hang Seng Tech Index down by 0.43%. The AH premium remains at 119.8. Among major sectors, only Financials and Information Technology saw gains, while the Energy sector experienced the largest decline [2]. Group 3: Micro Funding Conditions - For the first time in six months, there was a net outflow of southbound funds, while both Hong Kong and foreign capital saw net inflows. Specifically, southbound funds had a net outflow of 3.4 billion HKD, primarily directed towards non-essential consumption. Foreign capital net bought 260 million USD through ETFs, with cumulative net inflows nearing a new high since 1994. Local Hong Kong ETFs also saw a net inflow of 5.1 billion HKD, totaling 45.9 billion HKD year-to-date [2]. Group 4: Hong Kong Liquidity Changes - The liquidity in the Hong Kong market is becoming more accommodative, with the overnight Hibor at 1.71% and the 3-month Hibor at 3.03%. The USD to HKD exchange rate is at 7.78, approaching the strong-side Convertibility Undertaking [2]. Group 5: Overseas Liquidity Changes - In the U.S., the 2-year Treasury yield is at 3.522% (down 36 basis points), while the 10-year Treasury yield is at 4.182% (up 47 basis points). The U.S. Treasury General Account (TGA) balance is at 80.58 billion USD (a weekly decrease of 10.27 billion USD), and the usage of overnight reverse repos (ONRRP) has decreased to 8.4 billion USD (a weekly decrease of 650 million USD) [3].

香港联交所最新资料显示，12月10日，易方达基金减持招商证券（600999）(06099)501.64万股，每股均 价13.9097港元，总金额约为6977.66万港元。减持后最新持股数目约为1.14亿股，最新持股比例为 8.91%。 ...

智通财经APP获悉，香港联交所最新资料显示，12月10日，易方达基金减持招商证券(06099)501.64万 股，每股均价13.9097港元，总金额约为6977.66万港元。减持后最新持股数目约为1.14亿股，最新持股 比例为8.91%。 ...