监管全面优化券商风控指标中信证券：A股磨底有望提速

腾讯自选股09-23

市场表现9月20日，市场在午后沪深300ETF爆量拉升带动下，走出探底回升行情，沪指走出3连阳并站上10日均线，沪深两市成交额5747亿，较上个交易日缩量523亿。4只沪深300ETF成交额创2个月以来天量，全天合计成交额超200亿元。或意味着在目前的位阶下，指数再有向下探低时市场承接动能或越来越足。虽然市场尚未迎来真正意义上的短线反转，但盘面中积极的信号正逐步显现，后续仍可留意一些超跌板块的...

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港股有望月度级别修复中信证券认为，“风险管理式”降息落地后的美元已进入降息周期，首次降幅50bps略超预期，改善人民币汇率预期的同时，也提升了国内货币政策弹性，我们预计增量政策将加码，定价效率改善的A股当前的磨底进程有望提速，而价格已充分反映悲观预期的港股，其反弹有望延续成为月度级别修复行情。人民币汇率预期显著好转，中信证券预计增量政策将加码，定价效率改善的A股磨底进程也有望提速，但仍需耐心等待市场拐点信号，当前仍以红利与出海两条主线为底仓。2、中信建投：压制A股走势的核心因素正逐步缓解中信建投研报称，前期压制A股走势的核心因素正逐步缓解，海外流动性转松进一步打开国内宽松空间，A股市场并购重组渐入活跃期，市场走势或迎来转折。配置上，重点关注：1、内外需共振(设备更新、消费品以旧换新+出海)；2、创新药；3、券商、保险；4、新能源方向。财经要闻1、美股道指再创历史新高，三巫日尾盘剧烈波动美东时间周五，三大股指涨跌不一，道指再创历史新高。在前一日大涨后，投资者权衡美联储下一步举措，并未继续大笔买入，此外，多家公司令人失望的财报也限制了涨幅。大型科技股涨跌不一，联邦快递跌超15%，创两年来最大单日跌幅。美国联合能源公司涨超22%，公司宣布计划重启三哩岛核电站，向微软数据中心提供核电。2、证监会全面优化券商风控指标体系证监会发布修订后的《证券公司风险控制指标计算标准规定》，对证券公司投资股票、开展做市等业务的风险控制指标计算标准进行了完善。业内人士指出，此举意在支持优质证券公司适度拓展资本空间，预计将释放近千亿元资金，促进有效提升资本使用效率，加大服务实体经济和居民财富管理力度。3、中日就核污染水排海问题达成共识外交部网站发布了中日双方就福岛第一核电站核污染水排海问题达成的共识文件，对此，外交部发言人毛宁在上周五主持的例行记者会上指出，中日双方达成共识文件，并不意味着中方立即全面恢复日本水产品进口，中方将会继续以世贸组织和中国法律法规为遵循，以科学、事实为准绳，以确保安全为前提，在有效参与相关监测活动、实施独立取样并确认结果后，基于科学证据着手调整有关措施。财经日历1、2024深圳eVTOL展将于9月23日～25日举行由上海市航空学会、广东省航空航天学会主办的2024深圳eVTOL产业发展大会暨低空经济展览会将于2024年9月23日至25日在深圳坪山燕子湖国际会展中心举行。2、2024中国数字人大会举办2024（首届）中国数字人大会是中国互联网协会主办的社会活动，于2024年9月23日—24日在北京中关村国家自主创新示范区展示交易中心举行。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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监管全面优化券商风控指标 中信证券：A股磨底有望提速

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监管全面优化券商风控指标中信证券：A股磨底有望提速