港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 1月8日，港股券商股集体下挫，中信证券跌超4%，中国银河、中金公司、中信建投、招商证券、东方 证券跌超3%。 银河证券表示，国家"稳增长、稳股市"、"提振资本市场"的政策目标将持续定调板块未来走向，流动性 适度宽松环境延续、资本市场环境持续优化、投资者信心重塑等多方面因素共同推动券商板块景气度上 行。券商板块估值处于历史低位，防御反弹攻守兼备。 ...

1月7日，A股早盘低开，券商板块跌幅居前，顶流券商ETF（512000）场内价格现跌2.15%。昨日板块 回调日，资金逢跌加仓券商ETF（512000）1.56亿元。 | 综合解 F9 前震权 超级酷加 面线 工具 @ 2 >> | | | | | 劳而ETF (D | | 分时 多日 · | | --- | --- | --- | --- | --- | --- | --- | --- | | 512000.SH 药商ETF] 2026/01/08 收0.592 幅 2.15%(-0.013) 开0.601 20 MAS 0.596T MA10 0.5901 MA20 0.5821 MA60 0.5851 MA120 0.5901 MA25 0.5901 MA25 0.5 | 0.592 -0.013 -2.15% | | | | 512000 | | | | SSE CNY 10:18:16 交易中 查看L2全F | | | | | | | | | 净值走势华宝中证全都亚得公 | | | | 72% 250H DE | | | 0.625-> | | 0.620 | 委比 25.71% 委统 135535 ...

然而临近收盘，被誉为"牛市旗手"的龙头券商——中信证券，出现一笔49.22万手巨额压盘卖单。以中 信证券29.50元/股收盘价计算，这部分压单约14.5亿元，最终集合竞价成交超1亿元。此前在2025年9月 17日和10月24日收盘集合竞价，中信证券曾分别出现超30亿和10亿元压单。 | R | 中信证券 600030 | | --- | --- | | 29.50 -0.69 -2.29% 陆 | | | 李比 | -98.02% -490439 ਜੇਨ 解 | | 5 29.54 | 621 | | 5-4 29.53 | 2507 | | 3 29.52 | 78 | | 盘 2 29.51 | | | 1 29.50 | 492165 | | 1 29.49 | 774 | | 亚2 29.48 | 1160 | | 3 29.47 | a3a | | 盘 4 29.46 | 643 | | 5 29.45 | 1426 | | 29.40元有 | "手大买单 点击查看 | | 康新 | 29.50 - 2 30.21 | | 涨跌 | -0.69 蒙高 30.21 | | 张唱 | -2.29% 最低 ...

1月7日，A股冲高回落，沪指一度逼近4100点，午后三大指数集体翻绿。券商早盘活跃，华林证券盘中两连板，午后板块随市转弱，顶流券商ETF （512000）场内价格一度跌逾2%，现跌1.79%。 值得一提的是，昨日券商久违大涨，资金迅速涌入。主力资金单日狂揽145.49亿元，高居所有申万二级行业断层第一，东方财富、国泰海通、华安证券、中 信证券均获超10亿涌入。杠杆资金方面，多股获大手笔加仓，东方财富单日获融资净买入9.55亿元，创逾3个月新高。 展望后市，银河证券表示，银河证券表示，国家"稳增长、稳股市"、"提振资本市场"的政策目标将持续定调板块未来走向，流动性适度宽松环境延续、资本 市场环境持续优化、投资者信心重塑等多方面因素共同推动券商板块景气度上行。券商板块估值处于历史低位，防御反弹攻守兼备。 方正证券也表示，受益于居民存款搬家趋势、市场交投活跃，以及监管放宽优质券商杠杆上限、支持头部机构并购重组等，券商板块进攻机会明确，在业绩 高增、资金入市和政策呵护下有望迎来阶段性行情。 有行情，买券商！券商ETF（512000）及其联接基金（A类 006098；C类007531）被动跟踪中证全指证券公司指数，一键 ...

刚刚，沪指强势突破2025年11月14日的阶段高点，刷新2015年7月底以来的新高，走出史诗级的13连 阳。 作为"牛市旗手"，蛰伏许久的券商板块终于启动，个股集体上攻，华林证券、华安证券双双涨停，东北 证券涨超6%，财达证券、华泰证券、国泰海通、东方财富等涨幅居前。顶流券商ETF（512000）场内 价格大涨逾3%，不足半日成交额近15亿元，板块交投情绪高涨。 银河证券表示，国家"稳增长、稳股市"、"提振资本市场"的政策目标将持续定调板块未来走向，流动性 适度宽松环境延续、资本市场环境持续优化、投资者信心重塑等多方面因素共同推动券商板块景气度上 行。 当前环境下，中长期资金加速入市，市场活跃度维持高位，资本市场展现出"健康牛"态势，财富管理转 型、国际业务拓展、金融科技赋能均有望成为券商行业提升ROE驱动力。券商板块估值处于历史低位， 防御反弹攻守兼备。（银河证券：《券商行情稳中有进，政策资金双向赋能》） 截至1月5日，券商ETF（512000）跟踪的中证全指证券公司指数市净率估值PB（LF）为1.52倍，仅位于 近10年42.86%分位点的中低水平。与高增业绩显著背离，滞涨矛盾依旧突出。 刚刚，沪指强势突 ...

银河证券指出，国家"稳增长、稳股市"、"提振资本市场"的政策目标将持续定调板块未来走向，流动性 适度宽松环境延续、资本市场环境持续优化、投资者信心重塑等多方面因素共同推动证券板块景气度上 行。当前环境下，中长期资金加速入市，市场活跃度维持高位，资本市场展现出"健康牛"态势，财富管 理转型、国际业务拓展、金融科技赋能均有望成为行业提升ROE驱动力。当前板块估值处于历史低位， 防御反弹攻守兼备。 ...

Market Overview - The Hong Kong stock market indices collectively declined, with the Hang Seng Index down by 0.43% to 25,324.75 points, the Hang Seng Tech Index down by 0.68%, and the State-Owned Enterprises Index down by 0.51% [1][9][10] Sector Performance - Technology stocks showed mixed results, with NetEase and Bilibili each dropping over 1%, Tencent down by 1%, while Meituan rose by over 1% [1][9] - Gold stocks experienced a general increase, with Lingbao Gold rising over 10% [1][4][10] - Solar energy stocks weakened, with GCL-Poly Energy falling over 3% [1][5][10] - Chinese brokerage stocks opened high but closed lower, with China Merchants Securities dropping over 3% [1][6][10] New Listings - Two new stocks were listed today, with Tudatong rising by 34% and Baoji Pharmaceutical increasing by over 125% [1][7][10] - Tudatong, through a merger with TechStar Acquisition Corporation, raised approximately HKD 1.027 billion [7][16] Gold Market Insights - The gold market strengthened ahead of the Federal Reserve's decision, with spot silver surpassing USD 61 per ounce, marking a historical high and a year-to-date increase of over 100%; spot gold exceeded USD 4,210 per ounce [4][10] Solar Industry Analysis - The solar industry is undergoing a phase of "de-involution," with significant improvements expected in Q3 for upstream segments, focusing on supply-side measures and demand-side support from the "14th Five-Year Plan" [5][13]

【环球网财经综合报道】Wind数据显示，两融客户继续加仓A股，本周合计融资净买入逾116亿元，今 年以来累计净买入逾6264亿元，超过去年全年1倍多，并逼近2014年创下的年度净买入6739亿元的历史 纪录。 中信建投证券发文数据显示，两融资金净流入为290.9亿元，交易额占比11.9%，环比小幅提升，流入较 多的行业主要有电力设备、电子、医药生物。 银河证券撰文分析认为，"稳增长、稳股市"以及"提振资本市场"的政策目标将持续定调板块未来走向， 流动性适度宽松环境延续、资本市场环境持续优化、投资者信心重塑等多方面因素共同推动证券板块景 气度上行，中长期资金扩容预期进一步增强基本面改善预期。 ...

Group 1 - The core viewpoint of the article highlights a rebound in the securities sector, with the securities ETF (512880) rising over 0.5% and experiencing a net inflow of nearly 6 billion yuan over the past five days [1] - The total share growth of the securities ETF has exceeded 27 billion shares this year, with the current scale surpassing 63 billion yuan [1] - Galaxy Securities indicates that the government's policies aimed at "stabilizing growth and the stock market" and "boosting the capital market" will continue to shape the future direction of the sector [1] Group 2 - The article mentions that a moderately loose liquidity environment, continuous optimization of the capital market, and the restoration of investor confidence are driving the upward trend in the securities sector's prosperity [1] - There is an enhanced expectation for the expansion of medium to long-term funds and an improvement in the fundamental outlook for the sector [1] - As of October 24, 2025, the PB valuation of the securities sector stands at 1.48x, which is at the 29.80% percentile since 2010, indicating a high margin of safety for investments in this sector [1]

Core Viewpoint - The company aims to enhance its operational efficiency and increase its value to provide long-term, stable, and excellent performance returns to shareholders, thereby contributing to consumer confidence and market stability [1]. Group 1 - The company acknowledges the call to stabilize the stock market to boost consumer confidence [1]. - The company is committed to optimizing its operations to enhance overall value [1]. - The company expresses gratitude for investor interest and emphasizes its focus on delivering returns [1].