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板塊異動 | 恆生科技指數午後一度漲超5%,南方兩倍做多恆生科技的ETF(7226)漲超9%

uSMART盈立智投1月25日消息,週一港股,科技股領漲大盤,恆生科技指數午後一度漲超5%,南方兩倍做多恆生科技的ETF(7226)漲超9%。

30只成分股中,有23只上漲,鴻騰精密漲超16%領漲,衆安在線漲超10%,騰訊控股漲超8%,金山軟件、中興通訊漲超7%,網易-S、中芯國際、心動公司、京東集團漲超6%,美團漲超5%。

截至13:31分,南向資金淨流入逾132億港元。

此外,中國公募基金前50大重倉股曝光,前二十大重倉中還有騰訊控股(港股)、中國中免、寧德時代、美的集團、美團-W(港股)、邁瑞醫療和隆基股份等龍頭上市公司,以科技股和高端製造爲主。

中信建投此前指出,港股在全球經濟曲折回升的背景下,港股會波動回升。但港股並非絕對的價值投資窪地。在銀行、地產等前景相對暗淡的行業港股並沒有估值優勢。消費、醫藥等行業港股更貴。大陸投資者選擇美團、小米、騰訊、港交所等A股稀缺標的是可以的,但是不建議全面加倉港股。

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