《大行》東吳證券列出南向資金上周對港股十大淨買入及淨賣出名單(表)
東吳證券發表報告表示,美聯儲降息短期會利好港股上行,但港股面臨基本面邊際走弱預期,所以中期漲幅取決於企業基本面回升情況。港股進一步上漲還需要新動能。最近增量資金明顯增配科技互聯網龍頭,但更偏向個股邏輯。外資關注中國資產,但是增量資金大規模流入還需觀察經濟基本面實際改善情況。投資者認為當前港股市場為機構性行情,更偏向自下而上尋找被低估的個股,該行建議在景氣賽道(比如:創新藥、消費電子、新消費、AI 科技等)中尋找相對低估的優質個股。
該行列出上周(9月8至12日)南向資金對港股十大淨買入及淨賣出名單:
1)南向資金上周對港股十大淨買入名單
股份│上周淨流入金額
阿里巴巴-W(09988.HK)│165.85億元
地平線機器人-W(09660.HK)│36.77億元
比亞迪(01211.HK)│24.81億元
美團-W(03690.HK)│19.65億元
中國平安(02318.HK)│18.12億元
映恩生物-B(09606.HK)│12.57億元
中海油(00883.HK)│10.6億元
友邦(01299.HK)│10.43億元
太保(02601.HK)│10.18億元
理想-W(02015.HK)│9.25億元
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2)南向資金上周對港股十大淨流出名單
股份│上周淨流出金額
泡泡瑪特(09992.HK)│-25.4億元
中電信(00728.HK)│-13.38億元
康方生物(09926.HK)│-13.26億元
小米集團-W(01810.HK)│-11.45億元
快手-W(01024.HK)│-8.01億元
美圖(01357.HK)│-7.58億元
聯想集團(00992.HK)│-7.18億元
華虹半導體(01347.HK)│-6.38億元
中國宏橋(01378.HK)│-6.29億元
長城汽車(02333.HK)│-4.71億元
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