南韓投資者熱炒港股 小米(01810.HK)年內淨買入1.7億美元最受捧
南韓投資者對中國資產的投資興趣升溫。南韓預託結算院(KSD)最新統計數據顯示,今年截至7月15日止,南韓投資者對港股及A股的累計交易金額超過54億美元(約423.86億港元),使中國成為南韓投資者第二大海外投資目的地,僅次於美國。
數據顯示,南韓投資者最青睞的港股為小米-W(01810.HK),淨買入金額累計達1.7億美元;比亞迪(01211.HK)及寧德時代(03750.HK)分別吸引9,310萬美元和6,089萬美元資金流入。新消費股龍頭,日前發盈喜的泡泡瑪特(09992.HK)也獲得韓資垂青,淨買入達3,494萬美元。
A股方面,韓資追捧華夏中證機械人ETF(562500.SH),成為重點增持股份。
有報道引述分析指,南韓資金明顯傾向配置中國科技成長股與新興產業公司。此輪資金流向轉變,顯示亞洲區域內的資本配置正在重塑。
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