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中銀國際:建議密切關注南向交易中活躍股票,包括阿里、美團、騰訊等
中銀國際發表港股策略報告,香港金融市場流動性保持充裕,港股今年以來交易額上升。截至今年6月18日,平均每日成交額達2401億港元,遠高於去年同期的1108億港元及2024年全年的1318億港元。該行預計今年內地投資者通過南向交易對香港上市股票的強勁需求將持續。該行預計今年南向交易淨流入將達1.2萬億元,高於2024年的7440億元和2023年的2894億元。互聯互通機制將是香港市場長期潛在重新評級的關鍵驅動因素。2025年迄今的投資行爲數據顯示,南向投資者關注互聯網、電信、半導體和汽車製造行業。該行建議投資者密切關注南向交易中一些活躍股票,包括:阿里巴巴、美團、中國移動、騰訊、中芯國際及理想汽車。
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