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中概互聯ETF、香港消費ETF上升,8月資金淨流入港股通互聯網ETF、香港證券ETF、恒生科技指數ETF
格隆匯 08-22 14:36

港股三大指數上升,匯添富基金恒生科技ETF基金華泰柏瑞基金港股金融ETF廣發基金恒生科技ETF龍頭嘉實基金中概互聯網ETF鵬華基金香港消費ETF摩根基金恒生科技HKETF廣發基金中概互聯ETF銀華基金港股消費ETF招商基金中概互聯ETF招商基金香港科技50ETF上升。

8月以來,超20億資金淨流入港股ETF。截至8月21日,有9只港股ETF月內“吸金”超1億元,富國基金港股通互聯網ETF、易方達基金香港證券ETF、華夏基金恒生科技指數ETF、工銀瑞信基金港股紅利ETF、華夏基金恒生ETF、易方達基金恒生科技30ETF、華安基金恒生科技ETF指數基金、 摩根基金港股紅利指數ETF、匯添富基金港股通紅利30ETF資金淨流入額分別為8.01億元、6.41 億元、3.71億元、2.55億元、1.83億元、1.44億元、1.25 億元、1.22億元、1.18 億元。

從估值看,近期回調後,港股板塊的估值已經達到歷史低位。截至2024年8月21日,恒生指數的市盈率為8.82,處於近十年來13.79%的分位值;恒生指數的市淨率為0.87,處於近十年來7.28%的分位值;恒生指數的股息率為4.41,處於近十年來95.21%的分位值。

從資金面看,截至8月21日,年內南向資金淨流入4535.81億元。

港股上市公司回購金額超過去年全年,恒生指數公司在網誌表示,2024年至今(截至8月16日),港股回購金額超越去年總額29.8%,創下1648億港元的歷史新高。在充滿挑戰的市況下,近年來市場一直關注上市公司的股票回購意向。 今年初至今新加入回購的上市公司回購金額達336億港元,佔港股回購總額的20.4%。

就股份回購趨勢的敞口而言,恒生指數中的成份股公司回購金額佔港股今年初至今回購總額最高,達88%(即1443億港元),另一方面,恒生科技指數成份股中年初至今積極回購的公司所佔權重最高(37%)。

截至8月21日,今年已有213只港股獲公司回購,48只個股年內累計回購金額超億港元。其中,騰訊控股、匯豐控股、美團-W年內累計回購金額最大,分別獲公司回購653.71億港元、267.88億港元、233.26億港元。

對於港股,中泰證券表示,近兩週港股科網巨頭業績密集發佈,疊加中美經濟數據密集發佈,市場暫時以觀望為主,港股成交處於極度萎縮水平或也預示港股變盤在即。中國基本面弱修復,市場期待積極政策加碼。美聯儲9月大概率降息臨近,有望進一步打開國內寬貨幣政策空間。業績期以來,權重互聯網及電訊股業績可圈可點,疊加估值調整充分,也有望重新吸引資金迴流。

國泰君安認為,港股資產已係統性低估,隱含較高預期回報率,具備較高配置性價比,配置向恒生科技要彈性,向高分紅要確定性。海外方面,流動性拐點漸近,而前期港股市場對降息定價不足,後續有望受益於分母端增量資金迴流。國內方面,前期分子端負面預期充分計價,回調充分後港股市場配置性價比突顯。2024年以來恒科指數盈利預期持續向上提升,南下資金持續流入,疊加分母端助推,看好成長彈性。

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