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港股通 | 南向資金瘋狂掃貨港股,今日淨買入再超220億港元!港股大牛市來了?

uSMART盈立智投1月19日消息,2021年的"1月效應",在香港市場達到沸點,內資啓動"買買買"模式,瘋狂掃貨港股!繼昨日淨買入229.71億港元,創歷史單日最高紀錄,今日截至14:00分,南向資金再度淨買入223.99億港元,有望刷新單日歷史新高。

圖片來源:uSMART盈立智投

截至13:54分,498只港股通標的,有378只上漲,心動公司漲超18%創新高,比亞迪電子漲超13%創新高,九毛九漲超10%創新高,舜宇光學科技漲超8%創新高。

南向資金連續12個交易日淨買入過百億

數據顯示,南向資金連續20個交易日淨買入,連續12個交易日淨買入過百億,資金瘋狂配置港股科技股,香港交易所、美團-W、騰訊控股、比亞迪電子、華虹半導體等科技公司被"買出"股價新高。

截至1月18日,南向資金連續17個交易日淨買入騰訊,共計597.87億港元;連續20個交易日淨買入中芯國際,共計133.16億港元;連續9個交易日淨買入美團,共計54.91億港元。

投行瑞信表示,港股通去年12月起買入積極,得益於港股較低的估值,以及與A股之間的行業互補性。

中信證券指出,港股市場預計將逐漸成爲中國頭部科技資產最大的上市集合,在境內更多基金可以投資港股,以及美元走弱的預期下,港股科技板塊有望獲得更多投資和關注。

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