《大行》浦銀國際列出近一個月南向資金淨流入前20大個股(表)
浦銀國際發表報告,6月至今(截至6月13日)南向資金日均成交額在港股佔比爲24.4%,較5月時22.1%進一步擡升,位於高位。
過去一月,南向資金淨流入高息股較多,主要集中在銀行和能源板塊,比如銀行龍頭建設銀行(00939.HK)、招商銀行(03968.HK)、中國銀行(03988.HK)、能源龍頭中海油(00883.HK)、中石油(00857.HK)、中國神華(01088.HK)等,電信服務公司中國移動(00941.HK)也受到資金青睞。
成長股也持續受到南向資金的青睞,大部分爲生物醫藥、互聯網、機械人和智能駕駛汽車行業龍頭。例如:生物醫藥龍頭石藥集團(01093.HK)和信達生物(01801.HK),互聯網公司美團(03690.HK),機械人公司地平線(09660.HK),新能源汽車公司比亞迪股份(01211.HK)和理想汽車(02015.HK)。
該行列出過去一個月南向資金淨流入前20大個股:
股份│過去一個月南向資金淨流
美團-W(03690.HK)│183.9億元
建行(00939.HK)│144.9億元
中移動(00941.HK)│49.8億元
招行(03968.HK)│45.8億元
地平線機器人(09660.HK)│42.2億元
石藥集團(01093.HK)│41億元
信達生物(01801.HK)│41億元
中海油(00883.HK)│38.8億元
中石油(00857.HK)│38.5億元
神華(01088.HK)│34.2億元
中行(03988.HK)│32億元
農行(01288.HK)│28億元
比亞迪(01211.HK)│21.4億元
港交所(00388.HK)│21.2億元
中石化(00386.HK)│20.5億元
工行(01398.HK)│19.3億元
理想汽車(02015.HK)│18.5億元
太保(02601.HK)│16.9億元
遠大醫療(00512.HK)│16.1億元
郵儲銀行(01658.HK)│15.3億元
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