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恆指公司:港股自1月探底後強勁反彈 連續8個月錄北水淨流入
恆指公司發文指,香港股票市場自1月探底以來錄得強勁反彈,期間中資股表現領先,主要受惠利好政策提振市場氣氛。恆生中國企業指數反映在香港上市的內地企業之整體表現,在近期的升勢中跑贏大市。 在全國兩會政策的憧憬下,過去一段時間港股的投資氣氛明顯有所改善。國指繼2月錄得9.3%升幅,是2023年1月以來最大月度升幅後,截至2024年3月19日再升1.8%,自1月低位以來上升近17%。值得留意的是,國指年初至今仍錄得0.2%升幅,優於以恆生綜合指數為代表的大市的3%跌幅,主要是受惠於過去數月中資股的突出表現,以及資金持續流入內地與港股市場。 恆指公司指,自年初以來,經港股通流入香港市場的資金持續增加,3月以來暫錄得近520億元的淨流入,為2023年9月以來的最高水平。此外,截至2月港股已經連續8個月錄得北水淨流入,而年初至3月19日滬深股通的淨流入已超過2023年全年水平。
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