全年至今累計南向資金淨流入達8,000億元 接近去年歷史高位
《彭博社》報道,今日(22日)南向資金淨流入增加27億元,令今年累計淨買入資金達8,000億元,接近2024年8,080億元的歷史高位。而恆生中國企業指數今年已升24%,推動因素包括DeepSeek引領的科技突破、內地投資者追求優質資產,以及全球基金配置的多元化需求。同期滬深300指數僅升4.7%,相對疲弱的A股表現進一步強化南向資金動能。
有分析預期今年南向資金總規模可能突破1萬億元,但下半年增速或放緩,因內地互惠基金(mutual fund)與保險機構可用資金逐漸見底。據估算,在互惠基金港股持倉比例接近50%上限後,其下半年最多可增持1,000億元;而保險機構則仍有約2,000億元增持空間。
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