Group 1 - The Hang Seng Index and Hang Seng Tech Index have seen year-to-date gains exceeding 27% and 26% respectively, outperforming major A-share indices and significantly leading the S&P 500 and Nasdaq [1] - Southbound capital has experienced a substantial inflow, with a cumulative net inflow exceeding 820 billion HKD as of last Friday, surpassing the total net inflow for the entire previous year [1] - The Hang Seng High Dividend Low Volatility Index has outperformed most A-share indices and US stocks, indicating strong rebound momentum for high dividend stocks in the Hong Kong market [3] Group 2 - The Hong Kong Tech Index is the only index covering all "China's tech giants," with a weight of 70%, and has shown a year-to-date increase of 36.20% [4] - The Hong Kong Dividend Low Volatility ETF has achieved a year-to-date increase of 25.37% and has seen a 490% growth in scale since its inception in January [5] - The current market environment in Hong Kong is supported by policy expectations, valuation advantages, and continuous inflow of southbound capital, making the "barbell strategy" a balanced investment approach [8]
南向资金狂买8300亿，涨幅领跑全球，如何“哑铃”式布局港股？
Sou Hu Cai Jing·2025-07-29 02:36