大盤異動 | 南向資金繼續"買買買",恆指漲超1%,恆生科技指數漲超3.5%
uSMART盈立智投1月20日消息,週三港股早盤,南向資金繼續"買買買",持續掃貨港股,截至10:33分,南向資金淨流入逾80億港元,此前連續兩個交易日淨買入逾200億港元,接連創單日新高。

圖片來源:WIND
資金抱團之下,恆指盤中漲超1%,恆生科技指數漲超3.5%,阿裏健康、京東健康漲超9%,金山軟件、明源雲、美團漲超6%。
兩倍做多恆指的ETF(7200)漲超2%,兩倍做多恆生科技指數的ETF(7226)漲超7%。
此前,中金公司發佈研報稱,盈利、估值等因素支持港股的投資邏輯,選股可考慮優質互聯網及科技龍頭、A和H兩地上市且港股大幅折價、基本面穩健或改善的港股等。
佈局港股思路還可關注A股相對稀缺或在港股具備特色的獨特公司,以及近期受事件影響估值大幅下降的龍頭藍籌公司。
投資中還需要規避成交不活躍的小市值公司以防範流動性衝擊、香港靈活的再融資制度帶來的潛在供給壓力、以及海外資金流向、外圍政治和政策不確定性等。
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