You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》中银国际料「北水」今年流入港股增至8,000亿人币 成港股重估主要推手
阿思达克 02-09 14:55
中银国际发表中国资本市场策略报告表示,基於港股通南向交易近一年资金流入强劲,并成为改善市场情绪主要因素之一,相信港股得益於中资新经济概念股份上市,兼且港股市场估值相对较低,令南向交易流入资金规模,由2019年2,221亿人民币,至去年大增至5,964亿人民币。

据Wind数据,中银国际指注意到内地互惠基金的规模有所增加,由2019年规模7.1万亿人民币,至2020年显着上升至11.7万亿人民币,料内地股票基金(包括混合型基金)去年规模达6.7万亿人民币(对比2019年为3.3万亿人民币);内地股票基金於去年占总体互惠基金规模达57%。

计及市值方面,该行指在2020年第四季度,持有香港上市的前10名股票可能占国内股票基金持有的香港上市股票总数的71.6%,对比2020年第三季的67.9%。中银国际估计,最受内地基金欢迎的香港上市股票为腾讯(000700.HK),占相关基金总投资规模的28.5%,其後是美团(03690.HK)及港交所(00388.HK),料各占相关基金总投资规模分别16.9%及5.8%。

以交易对比自由流通量比例计,中银国际料赣锋锂业(01772.HK)、长城汽车(02333.HK)及敏华控股(01999.HK)此三股为内地股票基金所持股份中最高。

中银国际指,留意到内地今年1月新互惠基金集资规模4,901亿人民币(按年升1.95倍),其中股票基金筹集4,503亿人民币,属史上第二最高集资规模的月份。该行料南向资金今年净流入可达8,000亿人民币,对比2020年净流入5,960亿人民币按手升34.2%,相信中港两地互联互通将是港股长期获重估的主要推动力。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account