牛市旗手暴涨！高盛宣布：上调

券商中国11-05 17:10

11月5日，A股放量上涨，作为牛市旗手的券商板块当仁不让，全天Wind券商等权指数大涨4.66%，东方财富、第一创业、华林证券等涨幅超过10%，十余只个股涨幅超过5%。　　券商不久之前三季报披露，自营等板块表现亮眼，市场普遍认为，四季度A股行情确定，券商自营、经纪等业务有望持续受益，券商板块整体业绩将迎来强支撑。　　券商板块再度爆发　　11月5日，券商股再度掀起涨停潮，第一创业、华林证券、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2481786521?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-11-05 17:10","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2481786521","market":"other","top_or_hot":-1,"title":"牛市旗手暴涨！高盛宣布：上调","media":"券商中国","content":"<div>\n<p>11月5日，A股放量上涨，作为牛市旗手的券商板块当仁不让，全天Wind券商等权指数大涨4.66%，东方财富、第一创业、华林证券等涨幅超过10%，十余只个股涨幅超过5%。\n　　券商不久之前三季报披露，自营等板块表现亮眼，市场普遍认为，四季度A股行情确定，券商自营、经纪等业务有望持续受益，券商板块整体业绩将迎来强支撑。\n\n　　券商板块再度爆发\n　　11月5日，券商股再度掀起涨停潮，第一创业、华林证券、...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-05/doc-incuzhax4288631.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>牛市旗手暴涨！高盛宣布：上调</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n牛市旗手暴涨！高盛宣布：上调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-05 17:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2024-11-05/doc-incuzhax4288631.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月5日，A股放量上涨，作为牛市旗手的券商板块当仁不让，全天Wind券商等权指数大涨4.66%，东方财富、第一创业、华林证券等涨幅超过10%，十余只个股涨幅超过5%。\n　　券商不久之前三季报披露，自营等板块表现亮眼，市场普遍认为，四季度A股行情确定，券商自营、经纪等业务有望持续受益，券商板块整体业绩将迎来强支撑。\n\n　　券商板块再度爆发\n　　11月5日，券商股再度掀起涨停潮，第一创业、华林证券、...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-05/doc-incuzhax4288631.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2024-11-05/doc-incuzhax4288631.shtml","article_id":"2481786521","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2024-11-05/doc-incuzhax4288631.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2481786521","pubTimestamp":1730797800,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"11月5日，A股放量上涨，作为牛市旗手的券商板块当仁不让，全天Wind券商等权指数大涨4.66%，东方财富、第一创业、华林证券等涨幅超过10%，十余只个股涨幅超过5%。　　券商不久之前三季报披露，自营等板块表现亮眼，市场普遍认为，四季度A股行情确定，券商自营、经纪等业务有望持续受益，券商板块整体业绩将迎来强支撑。　　高盛基于追踪的5只内地券商股第三季度业绩，分别上调明年核心收入和盈利预测6%和5%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4585":"ETF&股票定投概念","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4552":"Archegos爆仓风波概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4504":"桥水持仓","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0106831901.USD":"贝莱德世界金融基金A2"},"translate_title":"The bull market flag bearer skyrocketed! Goldman Sachs Announces:","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"11月5日，A股放量上涨，作为牛市旗手的券商板块当仁不让，全天Wind券商等权指数大涨4.66%，东方财富、第一创业、华林证券等涨幅超过10%，十余只个股涨幅超过5%。\n　　券商不久之前三季报披露，自营等板块表现亮眼，市场普遍认为，四季度A股行情确定，券商自营、经纪等业务有望持续受益，券商板块整体业绩将迎来强支撑。\n\n　　券商板块再度爆发\n　　11月5日，券商股再度掀起涨停潮，第一创业、华林证券、东兴证券等涨停，东方财富大涨10.37%。最近60个交易日，东方财富已经上涨超过150%，年内股价接近翻倍。\n　　此外，天风证券、第一创业、东兴证券、中信证券（维权）、招商证券等个股年内涨幅都超过50%。\n　　不久之前，券商三季报公布完毕，券商板块在经纪、投行等业务全面萎缩的背景下，依靠自营板块的出色表现，仍然维持住了业绩的基本盘。\n　　从营业收入上来看，中信证券、华泰证券和国泰君安稳居前三，前三季度分别实现营业收入461.42亿元、314.24亿元、290.01亿元，同比增长0.73%、15.40%和7.29%。另外，中国银河、广发证券、中信建投、招商证券、申万宏源、东方证券、中金公司、海通证券、国信证券、浙商证券等营业收入超过百亿。\n　　从利润上来看，中信证券头部位置仍然稳固，前三季度实现归属于母公司股东的净利润167.99亿元，同样实现百亿利润的还有华泰证券，前三季度实现归属于母公司股东的净利润125.21亿元，紧随其后的是国泰君安，前三季度实现归属于母公司股东的净利润为95.23亿元。另外，招商证券、中国银河、广发证券前三季度的归母净利润也均超过了50亿元。\n　　从业绩增速上来看，中小券商弹性更大，其中红塔证券前三季度业绩同比增长203.85%，紧随其后的是东兴证券、第一创业、首创证券和华林证券，分别增长100.73%、95.45%、63.10%和61.65%。\n　　值得注意的是，今天涨停的第一创业、华林证券和东兴证券，都是三季报业绩涨幅领先的券商。\n　　外资调高评级\n　　高盛基于追踪的5只内地券商股第三季度业绩，分别上调明年核心收入和盈利预测6%和5%。\n　　高盛分别上调中信证券及广发证券目标价8.6%、5.9%至18.34 港元及9.93港元，维持“中性”评级。同时对富途的盈利预调高89%。理由是预计其会受惠于市况改善，维持“中性”评级。\n　　事实上，券商四季度业绩改善已经几乎成为明牌，多数机构对于券商四季度的业绩展望都非常乐观。\n　　开源证券指出，10月以来市场成交额保持高位，叠加低基数，预计券商单四季度业绩同比增速明显强于三季度。\n　　业务弹性来看，权益自营随着市场上涨率先反映，持续较高的交易量将驱动经纪业务高增，伴随股市向好，大财富管理业务景气度业务有望回升，券商ROE或持续回升，基本面向好。\n　　“目前板块机构配置和估值仍位于较低水位，稳增长和稳股市积极政策有望持续，券商业绩向好。”开源证券非银分析师高超表示。\n　　方正证券指出，从去年基数看，2023年一季度至四季度板块单季利润分别为431亿元、391亿元、281亿元、187亿元，呈现前高后低、逐季下降的特征。高基数造成2024年首季利润同比下滑三成，截至三季度利润降幅已有明显收窄。9月下旬以来交投活跃度大幅提升，全年板块利润增速有望迎来正增长拐点。\n　　方正证券假设，假设2024年四季度至2025年四季度市场季度日均股基成交额1.20万亿元、1.26万亿元、 1.32万亿元、1.38万亿元、1.43万亿元，测算券商同期净利润增速68%、38%、23%、31%、34%，对应板块2025年动态PE 20倍。若后续市场交投活跃度演绎好于上述假设，则有望带动券商业绩进一步上修。\n　　华龙证券也指出，近期市场成交额大幅提升，参与互换便利的头部券商有望获得较低成本投资资金买入权益资产，增量资金入场同样将提振资本市场，能够形成良性循环，利好券商四季度业绩提升。同时财政部国债增发相关政策有望落地，政策超预期前提下券商业绩与估值有望同时提升，监管政策催化将长期有利于上市券商估值提升。\n　　责编：杨喻程\n　　校对：冉燕青\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王若云","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481786521"}