北向資金瘋狂湧入近百億，富時羅素納A調整今起生效
今日午後，北上資金進場掃貨，全天淨買入近95億元，其中滬股通淨買入約60億元，深股通約35億元。創7月7日以來新高，至此已連續4天淨買入。
本週以來，北向資金合計淨流入108億元，今年以來淨流入1225億元。
個股方面，淨買入超1億元的有寧德時代、東方財富、五糧液、伊利股份、牧原股份、藥明康德。具體金額為3.9億、2.8億、2.7億、2.6億、1.4億、1.2億；
淨賣出金額居前的有貴州茅台、中國平安、立訊精密、恆瑞醫藥、陽光電源、招商銀行。具體金額為21.2億、4.2億、2億、1.7億、1.6億、1.4億。
今日收盤後，富時羅素納A調整將正式生效，因此，北上資金會在尾盤前強制買入新納入的150只A股。其中包含中國中鐵、東山精密等大盤股12只；湯臣倍健、三隻松鼠等中盤股19只；小熊電器等小盤股114只；華培動力等微盤股5只。此外，長久物流和亞翔集成2只A股被剔除指數的。
從行業角度看，本次新增標的股票集中在信息技術、工業和材料行業，市值分佈主要在100億元～300億元。
另一方面，今日滬指隨着金融、地產等板塊的強勢拉昇大漲逾2%，站穩3300點；深成指、創業板指亦大幅走高。兩市板塊全線飄紅，大金融板塊強勢回升，市場熱度升温，北向資金尾盤加速流入。
國信證券指出，從持倉佔比來看，外資佔比近些年明顯提升。A股市場的基本面和估值優勢是吸引外資流入的根本原因，而A股國際化進程的持續推進和制度的完善則是催化外資加速流入佈局A股的直接原因。
“未來國際指數繼續上調A股權重的概率極大。隨着限制的放開以及權重的提升，預計將給A股帶來不少的增量資金。”
業內人士稱，富時羅素旗艦指數受到全球市場認可，因此此次納入大量A股優質標的非常有意義，也標誌着外資對於中國市場的進一步認可，外資繼續流入的空間仍很大。
瑞銀資管亞太區主管殷雷表示，中國的市場規模很大，中國GDP佔全球GDP的比重也逐年提高。但是，海外投資者對中國資產的持有比例實際上非常低；還有中國資產在MSCI全球指數裏的佔比只有4%。過去幾年，全球資金確實慢慢在投向中國，未來還有更大的增長空間。
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