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反攻襲來!80只中概股10日漲幅超20%,資金流入進行中

上週四美國10月CPI數據帶來驚喜,三大股指迎來久違的上漲行情,紛紛創下2020年以來的最大單日漲幅——$道瓊斯指數(.DJI.US)$大漲3.7%,$標普500指數(.SPX.US)$漲5.54%,$納斯達克(NDAQ.US)$暴漲7.35%。本週最新公佈的PPI數據同樣超預期回落,市場對於美國通脹可能已經見頂的信心進一步強化。

在本輪上漲中,中概股的表現更是十分亮眼。$納斯達克中國金龍指數(.HXC.US)$本月迄今已累計上漲超20%,有望錄得2001年以來最強勢表現。在近日公佈的最新13F報告中,也可看出部分大型機構在今年三季度已經逢低佈局了超跌的優質中概股。高瓴旗下HHLR公佈的三季度持倉顯示,前十大重倉股中,中概股佔七席。

頂級機構Q3調倉全梳理!巴菲特抄底臺積電,達裏奧謝幕前增持中概股

回顧近10日內的漲幅數據,可以看到有80多家在美上市的中概公司漲幅均超過20%。熱門中概股中,$嗶哩嗶哩(BILI.US)$漲超75%,$騰訊音樂(TME.US)$漲54.52%,$拼多多(PDD.US)$漲31.69%。

中概股這輪反攻在市場中的熱度,從資金流向中也可窺見端倪。以拼多多爲例,11月15日資金淨流入達5661.25萬。從整體資金分佈圖來看,資金流入佔比高,賣盤被主動消化,買盤跟進上漲。

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