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港股 | 3月超1200億資金南下佈局港股,港股機會大於風險?
格隆匯 03-31 11:13

來源:深圳特區報

3月份以來全球股市發生巨震,但就在股市快速下跌時期,大批投資者藉機大舉佈局。3月份已有1235.55億資金南下通過港股通佈局港股,月度淨流入額打破了自互聯互通機制創立以來的紀錄。

在全球股市大幅下挫的陰霾下,港股市場也受到了明顯衝擊。3月份以來,香港恆生指數下跌11.31%,月內最低觸及21139.26點最大調整幅度超過17%。儘管港股連續走弱,內地投資者南下佈局的熱情卻在不斷高漲。

記者根據同花順iFinD數據梳理,3月以來,已有1235.55億元內地資金借港股通渠道南下淨流入港股,這一數據不僅遠遠超過1月份248.13億元和2月份546.24億元的淨買入額,還創下了自2014年滬港通開通以來單月淨流入資金量的新高。

金融和科技標的是內地資金在港股市場佈局的首選目標。就在30日當天,共有38.55億元資金南下,騰訊控股、中興通訊H股、建設銀行H股、中國太保等藍籌股均被內資大舉買入。

市場人士認為,南向資金持續流入,要是從長期價值投資的角度來看,港股具有吸引力。雖然在全球風險偏好下行導致海外資金一度流出港股,但未來港股市場的機會顯然大於風險。

除了股民們日常參與交易的港股通渠道,H股上市公司同樣成為了資本方舉牌的重點對象。3月13日,中國人壽買入600萬股中廣核電力,持股比例從9.952%升至10.005%;3月19日,中信保誠人壽買入中國光大控股H股觸及舉牌,持有後者比例上升至5.1323%;3月23日,太平人壽買入2998.3萬股農業銀行H股,舉牌後佔其香港流通股比例為5.03%。

目前,恆生指數估值已經不足十倍。廣發證券分析師廖凌指出,儘管海外衝擊尚在“左側”,但港股極低的估值已隱含了海外危機模式和基本面下行的悲觀情景,經歷暴跌之後後期利多因素將不斷積少成多。

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