《大行报告》汇丰列出内地龙头互惠基金/南向资金主要持仓(表)
汇丰发表研究报告,就参与投资港股的内地十大互惠基金十大持股(按市值计)表列如下:
股份?持仓(亿元人民币)?南向资金占比(%)
腾讯(00700.HK)?136亿?5.2%
美团(03690.HK)?115亿?11.3%
港交所(00388.HK)?71亿?21.3%
小米(01810.HK)?22亿?2.8%
安踏(02020.HK)?7亿?2.8%
颐海国际(01579.HK)?21亿?15.9%
比亚迪(01211.HK)?10亿?13.9%
药明生物(02269.HK)?9亿?3.6%
思摩尔国际(06969.HK)?4亿?1.8%
申洲国际(02313.HK)?4亿?4.1%
汇丰列出过去一个月南向资金流入最多十大港股:
股份?净流入(亿美元)
腾讯(00700.HK)?88.25亿
中移动(00941.HK)?51.95亿
中海油(00883.HK)?20.95亿
中芯国际(00981.HK)?18.23亿
美团(03690.HK)?16.88亿
小米(01810.HK)?8.8亿
港交所(00388.HK)?6.53亿
思摩尔国际(06969.HK)?4.53亿
中电信(00728.HK)?4.29亿
联通(00762.HK)?3.34亿
汇丰再列出南向资金十大持仓港股:
股份?持仓(亿美元)
腾讯(00700.HK)?427.56亿
建行(00939.HK)?218.87亿
美团(03690.HK)?175.54亿
工行(01398.HK)?169.77亿
小米(01810.HK)?110.91亿
汇控(00005.HK)?109.71亿
中移动(00941.HK)?68.3亿
中芯(00981.HK)?60.54亿
港交所(00388.HK)?50.7亿
舜宇(02382.HK)?47.79亿
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