《大行报告》中银国际：过去两周南向交易最活跃股票腾讯、美团和小米 股价均走强
阿思达克 10-12 15:06
中银国际发表报告表示，恒指上周累升2.8%，日均成交944亿港元较前一周增加；国指按周升2.35%；恒生科技指数周按周升5.86%。该行指，港股南向交易在今年9月28日至10月9日的最後两周录净流入57亿元人民币(下同)，而9月21日至25日当周净流入为32亿元。而港股南向交易於10月首九天录净流入24亿元，对比9月份净流入367亿元，8月份净流入339亿元。
今年来直至10月9日，港股南向交易总额为4,267亿元，北向交易总额为1,050亿元。从10月1日至9日南向交易占香港平均每日成交量的15.5%，对比9月为9.8%，8月为11.5%。南向交易分别占2019年，2018年及2017年香港平均每日成交量的8%，7.2%及5.2%。
中银国际表示，建议投资者密切关注该行南向交易连结投资组合，其中包括南向连结的活跃交易前20名股票。年初至今，南向交易最活跃的股票是腾讯(0700.HK)，股价累涨43.6%(净流入644亿港元)；其次是中芯(00981.HK)和美团(3690.HK)分别上涨54.8%和165%。
根据该行事後数据，截至今年10月9日，中银国际的南向投资组合年初至今录正收益为62.2%，明显好於恒指的-14.4%和MSCI中国指数的17.9%。上周中银国际南向投资组合的正收益率为3.7%，恒指为2.8%，MSCI中国指数为3.5%。
中银国际称，过去两周南向交易交投最活跃的股票是腾讯(股价累涨7.1%)，录净流入10亿港币，其次是美团和小米股价分别上涨16.4%和6.2%。
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