《大行報告》中銀國際:過去兩周南向交易最活躍股票騰訊、美團和小米 股價均走強
中銀國際發表報告表示,恆指上周累升2.8%,日均成交944億港元較前一周增加;國指按周升2.35%;恆生科技指數周按周升5.86%。該行指,港股南向交易在今年9月28日至10月9日的最後兩周錄淨流入57億元人民幣(下同),而9月21日至25日當周淨流入為32億元。而港股南向交易於10月首九天錄淨流入24億元,對比9月份淨流入367億元,8月份淨流入339億元。
今年來直至10月9日,港股南向交易總額為4,267億元,北向交易總額為1,050億元。從10月1日至9日南向交易佔香港平均每日成交量的15.5%,對比9月為9.8%,8月為11.5%。南向交易分別佔2019年,2018年及2017年香港平均每日成交量的8%,7.2%及5.2%。
中銀國際表示,建議投資者密切關注該行南向交易連結投資組合,其中包括南向連結的活躍交易前20名股票。年初至今,南向交易最活躍的股票是騰訊(0700.HK),股價累漲43.6%(淨流入644億港元);其次是中芯(00981.HK)和美團(3690.HK)分別上漲54.8%和165%。
根據該行事後數據,截至今年10月9日,中銀國際的南向投資組合年初至今錄正收益為62.2%,明顯好於恆指的-14.4%和MSCI中國指數的17.9%。上周中銀國際南向投資組合的正收益率為3.7%,恆指為2.8%,MSCI中國指數為3.5%。
中銀國際稱,過去兩周南向交易交投最活躍的股票是騰訊(股價累漲7.1%),錄淨流入10億港幣,其次是美團和小米股價分別上漲16.4%和6.2%。
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