Group 1 - A-shares indices opened lower but rose throughout the day, with major financial and securities sectors continuing their upward trend from the previous day [1] - The largest securities ETF in the Shenzhen market (159841) saw an intraday increase of 0.42%, with trading volume exceeding 50 million yuan, indicating premium trading activity [1] - Dongxing Securities announced a change in its controlling shareholder from the Ministry of Finance to Huijin Company, which contributed to its stock rising over 3% [1] Group 2 - The central bank announced a series of interest rate cuts, including a 0.25 percentage point reduction in the re-lending rate and a 0.1 percentage point cut in the 7-day reverse repurchase rate, effective from May 7 [2] - Tianfeng Securities noted that the policy measures are aimed at stabilizing the market and enhancing performance expectations for non-bank sectors, with potential increases in trading volume and cross-border payment activities [2] - Minsheng Securities highlighted that the financial support policies are expected to boost market sentiment and facilitate a recovery in valuations, leading to increased trading activity and a favorable environment for brokerage firms [2] Group 3 - Guotai Haitong Securities expressed optimism about the Chinese stock market, citing a downward trend in discount rates and a supportive monetary policy stance [3] - The firm emphasized that the opportunity cost of investing in the Chinese stock market is decreasing due to lower risk-free rates, and the ongoing capital market reforms are expected to stabilize risk outlooks [3] - The focus on emerging technologies and the financial cycle is seen as a key driver for future market performance, especially in light of external demand pressures [3]
券商板块持续上涨,东兴证券涨超3%,深市规模最大的证券ETF(159841)盘中涨0.41%