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大摩:A股市场成交额高企带动中资券商盈测上调 预料利好中金公司等
Zhi Tong Cai Jing· 2025-09-22 06:49
该行预期券商板块平均股本回报率(ROE)将于2026年反弹至9%,其中,中信证券及中金公司的ROE分别 有望达10.7%及9.4%,目前预测中金、广发及中信证券的今年投资收入分别增长20%、21%及11%,而 东方财富(300059)(300059.SZ)及招商证券(600999)(06099)今年投资收入则可能录得下跌。 摩根士丹利发布研报称,A股市场日均成交额(ADT)持续高企,目前对全年ADT预测更具信心,将2025 年ADT预测上调53%至1.53万亿元人民币,并预测2026及2027年ADT将保持每年5%至6%的同比增长, 相应将所覆盖中资券商2025至2027年各年盈利预测平均上调25%、23%及20%,相信交投增加可带动经 纪佣金、保证金利息及经营杠杆提升,市场流动性充裕将支持更多融资活动,预料利好中金公司 (601995)(03908)、中信证券(600030)(06030)及广发证券(000776)(01776)等拥有强劲承销、交易 及资产管理业务的券商。 ...
A股成交额高达3.13万亿,今年已四次冲过3万亿大关
第一财经· 2025-09-18 09:44
9月18日,A股市场放量成交3.13万亿,沪指一度冲高至3899.96点后午后跳水,全天大幅震荡近百 点。 今天是年内的第四个3万亿、A股历史第五次3万亿,也是A股历史第四高单日成交量。根据wind,前四 次3万亿成交日分别是2024年10月8日、2025年8月25日、2025年8月27日、2025年8月28日,成 交额分别为3.47万亿、3.17万亿、3.2万亿、3万亿。此外,今年9月2日和2024年10月9日的成交额 均突破2.9万亿。 对于今天成交额再创近期天量。有市场分析指出,上证指数从今年 6 月份以来,持续表现强势,对于 多个整百点位均在短期震荡调整后快速突破,强力突破去年的高点,数月来市场涨幅较大,获利盘兑现 压力显现,导致指数高位震荡加剧。市场正处在关键阻力点位,或在当前点位区间震荡。(第一财经记 者 魏中原) ...
见证历史,A股连续8日成交破2万亿元!
Core Insights - The A-share market has achieved a record trading volume, surpassing 2 trillion yuan for 8 consecutive days from August 13 to August 22, breaking the previous record of 7 consecutive days in November 2024 [1][1][1] Trading Volume - As of August 22, the total trading volume in the A-share market exceeded 2 trillion yuan, marking a significant milestone in trading activity [1][1] - The previous record for consecutive days with trading volumes over 2 trillion yuan was set from November 5 to November 13, 2024 [1][1] High-Volume Stocks - A total of 9 stocks have recorded trading volumes exceeding 10 billion yuan, including: - Dongfang Wealth - ZTE Corporation - SMIC - Northern Rare Earth - Cambrian Biologics - Haiguang Information - Zhongke Shuguang - Zhaoyi Innovation - Lanston Information [1][1][1]
见证历史,A股连续8日成交破2万亿元
财联社· 2025-08-22 06:16
Group 1 - The core point of the article highlights that the trading volume in the Shanghai and Shenzhen stock markets has exceeded 2 trillion yuan for the eighth consecutive trading day, setting a historical record for A-shares [1] - As of the time of reporting, the trading volume has increased by over 70 billion yuan compared to the previous day, with an estimated total trading amount of nearly 2.5 trillion yuan for the day [1] - Previously, from November 5 to 13, 2024, the A-share market had also seen trading volumes surpassing 2 trillion yuan for seven consecutive days [2]
市场主流观点汇总-20250813
Guo Tou Qi Huo· 2025-08-13 10:03
Market Data Summary - **Commodities**: As of August 8, 2025, among commodities, coking coal had the highest weekly increase of 12.31% at a closing price of 1227.00, while crude oil had the largest decline of -7.22% at 489.80 [2]. - **Equities**: In the A - share market, the CSI 500 rose 1.78% to 6323.50, the SSE 50 increased 1.27% to 2789.17, and the S&P 300 was up 1.23% to 4104.97. Among overseas stocks, the Nasdaq Index climbed 3.87% to 21450.02 [2]. - **Bonds**: Chinese 10 - year, 2 - year, and 5 - year government bonds declined by -0.51%, -0.88%, and -1.18% respectively, closing at 1.69, 1.41, and 1.55 [2]. - **Foreign Exchange**: The euro - US dollar exchange rate increased 0.47% to 1.16, while the US dollar index dropped -0.43% to 98.27 [2]. Commodity Views Summary Macro - financial Sector - **Stock Index Futures**: Among 8 institutions' views, 2 were bullish, 1 was bearish, and 5 expected a sideways trend. Bullish factors included rising Fed rate - cut expectations, faster growth in July's US - dollar - denominated import and export year - on - year growth rates, and the extension of China - US trade negotiations. Bearish factors were the reduction of 800 million shares in ETFs tracking the S&P 300, and domestic economic deflation pressure [4]. - **Treasury Bond Futures**: Out of 7 institutions' views, 1 was bullish, 3 were bearish, and 3 expected a sideways trend. Bullish factors were weak July credit data, expected central bank actions to balance funds, and weak US non - farm data. Bearish factors were potential new government bond supply and short - term equity market rebounds [4]. Energy Sector - **Crude Oil**: Among 9 institutions' views, 1 was bullish, 4 were bearish, and 4 expected a sideways trend. Bullish factors were high US refinery operating rates, inventory reduction, and OPEC+ under - production in July. Bearish factors were potential US - Russia talks and downward - revised US non - farm data [5]. Agricultural Sector - **Palm Oil**: Among 8 institutions' views, 3 were bullish and 5 expected a sideways trend. Bullish factors were better - than - expected July MPOB data and increasing biodiesel demand. Bearish factors were large Indonesian palm oil inventories and reduced Indian imports [5]. Non - ferrous Metals Sector - **Copper**: Among 7 institutions' views, 2 were bullish and 5 expected a sideways trend. Bullish factors were the suspension of China - US tariffs, expected domestic policies to boost demand, and weakening US dollars. Bearish factors were increasing global copper inventories and weak domestic demand [6]. Chemicals Sector - **Glass**: Among 7 institutions' views, 2 were bullish, 1 was bearish, and 4 expected a sideways trend. Bullish factors were improved processing orders and policy expectations. Bearish factors were weak spot market transactions and high inventory pressure [6]. Precious Metals Sector - **Gold**: Among 8 institutions' views, 4 were bullish, 1 was bearish, and 3 expected a sideways trend. Bullish factors were rising Fed rate - cut expectations, weak US non - farm data, and Chinese central bank gold purchases. Bearish factors were a key technical resistance level and potential Fed policy changes [7]. Black Metals Sector - **Coking Coal**: Among 8 institutions' views, 4 were bullish and 4 expected a sideways trend. Bullish factors were improved market sentiment on coal over - production checks and high iron - water production. Bearish factors were weak real - estate and infrastructure demand [7]. Core View The report objectively reflects the research views of futures and securities companies on various commodities, analyzes market investment sentiment, and summarizes investment driving logics. It provides a comprehensive view of different sectors' supply - demand, policy, and macro - economic factors affecting commodity prices [1].