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今日南向资金ETF买入及卖出成交额为127.08亿港元
注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 南向资金ETF买入及卖出成交额 | 港股通(沪)(亿港元) | 69.25 | | --- | --- | | 港股通(深)(亿港元) | 57.83 | | 港股通合计(亿港元) | 127.08 | (原标题:今日南向资金ETF买入及卖出成交额为127.08亿港元) 今日(8月19日)南向资金ETF买入及卖出成交额为127.08亿港元,较前一日增加10.39亿港元,占南向 资金今日成交额的7.52%。 具体来看,港股通(沪)ETF买入及卖出成交额69.25亿港元,港股通(深)ETF买入及卖出成交额 57.83亿港元。(数据宝) ...
截至发稿,南向资金净买入超140亿港元
Mei Ri Jing Ji Xin Wen· 2025-08-19 08:06
(文章来源:每日经济新闻) 每经AI快讯,8月19日,截至发稿,南向资金净买入超140亿港元。 ...
南向资金净买入额达170亿港元
Mei Ri Jing Ji Xin Wen· 2025-08-19 08:03
每经AI快讯,8月19日,截至目前,南向资金净买入额达170亿港元。 ...
年内净买入超9000亿港元!南向资金钟意哪些方向?
Xin Lang Ji Jin· 2025-08-19 01:55
Group 1 - The core viewpoint of the article highlights the significant influx of southbound capital into the Hong Kong stock market, with net purchases exceeding 902 billion HKD by August 13, 2025, surpassing the total for the entire year of 2024 [1][2] - The banking sector has consistently been a favored investment area for southbound capital, remaining in the top three net purchases each month due to its high dividend yield and low volatility in a low-interest-rate environment [2][3] - The pharmaceutical and biotechnology sector has gained popularity since April, driven by the performance of innovative drug companies and their competitive advantages, attracting substantial capital inflows [3][6] Group 2 - The average daily trading volume of all Hong Kong stocks reached 1,919 billion HKD in 2025, a 132% increase from the previous year's average of 827 billion HKD, indicating strong market confidence [3][10] - The southbound capital's role in the Hong Kong market has grown, with its trading volume accounting for approximately 35% of the total market, up from around 10% in 2020, reflecting its increasing pricing power [3][6] - The Hong Kong Stock Connect 50 Index, which includes the largest 50 stocks in the Hong Kong Stock Connect, has shown a 28.42% increase in 2025, outperforming the Hang Seng Index and the Hang Seng Tech Index [10][12] Group 3 - The Hong Kong Stock Connect 50 Index comprises stocks with a market capitalization of over 1 billion HKD, with 64% of its weight held by stocks with a market cap exceeding 10 billion HKD, indicating a focus on large-cap assets [6][9] - The index covers 19 primary industry sectors, including banking, non-bank financials, media, and retail, aligning with the sectors favored by southbound capital [6][9] - The index's balanced exposure to both traditional and emerging sectors allows for a diversified investment strategy, catering to both value and growth investors [12][13]
南向资金刷新历史纪录释放三大信号
Zheng Quan Ri Bao· 2025-08-18 16:14
■邢萌 近期,在A股持续向上突破之际,港股同步走强,内地投资者也在加大投资力度。8月15日,南向资金 成交净买入358.76亿港元,单日净买入额创历史最高纪录。 通俗来说,南向资金即内地资金"南下"买港股,主要通过港股通机制实现。自港股通运行以来,南向资 金累计净买入超4.6万亿港元,内地资金对港股定价权的掌控力持续增强。尤其是今年以来,南向资金 一改往年风格,从温和流入转向大举涌入,日流入百亿港元已不算新鲜事,其中在3月初、4月初、8月 15日,更是三次刷新历史最高纪录,足见内地资金投资港股市场的热情。 港股市场上有稀缺的科技、医疗等新经济领域的中资企业,它们具有独特的商业模式和强大的市场竞争 力,符合新质生产力发展方向,投资潜力大。结合实际情况来看,8月15日南向资金重点流向阿里巴 巴、腾讯控股等科技巨头,也验证了内地资金对于中资科技资产的青睐。内地资金跨市场配置中资科技 资产,本质上是对中国优质资产长期价值的看好,体现出资金对中国经济转型中核心成长动能的主动拥 抱。 其二,南向资金通过指数基金等方式批量投资港股标的,以分散化配置方式实现全景式布局,体现出对 港股市场的整体看好。 从8月15日资金配置方式 ...
资金买爆港股!南向资金年内狂扫近万亿港元创纪录
Core Insights - Recent southbound capital inflow reached a cumulative net purchase of 38.297 billion HKD over the last three days, with significant contributions on August 15 and 18 [1] - As of August 18, the total net inflow of southbound capital for the year has surpassed 940.307 billion HKD, exceeding the total for the entire year of 2024 and setting a historical record [1] - Brokerages predict that the annual net inflow of southbound capital could exceed 1.2 trillion HKD, which is expected to support an upward trend in the Hong Kong stock market [1]
8月W2港股周度资金跟踪:创下自2018年以来单日净流入新高的南向资金买了什么?-20250818
Changjiang Securities· 2025-08-18 15:23
Core Insights - Southbound funds recorded a net inflow of HKD 80.62 billion from August 11 to 15, 2025, with significant investments in non-bank financials, hardware equipment, pharmaceutical biology, software services, and real estate II sectors, totaling a net inflow of HKD 130.61 billion across the top five industries [2][5][30] - On August 15, 2025, southbound funds achieved a single-day net inflow of HKD 358.76 billion, marking the highest level since 2018 [2][5][30] Industry Performance - The Hang Seng Index rose by 1.65% and the Hang Seng Tech Index increased by 1.52% during the period from August 11 to 15, 2025, with healthcare, information technology, and materials sectors leading the gains, while utilities lagged [5][12][27] - The top five industries for southbound fund inflows were: - Non-bank financials: HKD 47.23 billion - Hardware equipment: HKD 37.1 billion - Pharmaceutical biology: HKD 22.62 billion - Software services: HKD 14.31 billion - Real estate II: HKD 9.36 billion [2][5][30] Fund Flow Dynamics - Southbound funds showed a divergence from foreign institutional flows, with southbound investments focusing on non-bank pharmaceuticals while foreign capital targeted media and software sectors [5][30] - From August 1 to 15, 2025, southbound funds had a net inflow of HKD 543.79 billion, primarily into software services, hardware equipment, non-bank financials, consumer discretionary retail, and pharmaceutical biology [5][45] Sectoral Trends - The report highlighted that the inflow of southbound funds was concentrated in technology sectors, while foreign capital increased its stake in pharmaceuticals and non-ferrous metals [5][45] - The major outflows were observed in sectors such as telecommunications services, durable consumer goods, and automotive components [5][30][45]
爆买!南向资金年内狂扫近万亿港元创纪录,神秘扫货清单曝光
Core Viewpoint - Southbound capital has experienced explosive growth in 2023, with a cumulative net inflow exceeding 940 billion HKD, marking a historical high [2][3]. Group 1: Southbound Capital Inflow - As of August 18, 2023, the cumulative net inflow of southbound capital reached over 940 billion HKD, surpassing the total for the entire year of 2024 [9]. - Forecasts suggest that the total net inflow for the year could exceed 1.2 trillion HKD, which is expected to support the upward trend of the Hong Kong stock market [3][12]. - The recent trend shows that southbound capital is increasingly targeting undervalued, high-dividend assets and technology-related assets [4][15]. Group 2: Market Performance - The Hang Seng Index and the Hang Seng Technology Index saw maximum increases of 33% and 49% respectively in the first half of the year, but have underperformed compared to A-shares since mid-June [5]. - On August 18, the Hang Seng Index fell by 0.37%, while the Hang Seng Technology Index rose by 0.65%, indicating a mixed performance in the market [7]. - Despite the recent pullback in the Hong Kong market, southbound capital has accelerated its buying pace, with a record single-day net purchase of 358.76 billion HKD on August 15 [8][9]. Group 3: Investment Strategies - Current investment strategies among southbound capital include a focus on low-valuation, high-dividend assets and high-growth technology assets [4][15]. - Institutional investors are generally optimistic about the dividend potential of Hong Kong stocks, favoring assets with lower valuations and higher growth expectations [16]. - The investment approach often involves a "barbell strategy," balancing between high-dividend stocks and high-growth technology stocks [16]. Group 4: Market Outlook - The long-term outlook for Hong Kong stocks remains positive due to the presence of scarce assets and the potential for valuation recovery in a low-risk interest rate environment [14]. - The technology and high-dividend sectors are viewed as core assets with significant investment value, especially in the context of a declining interest rate environment [17][18]. - There is a consensus among analysts that the high-dividend and technology growth sectors in Hong Kong are likely to attract continued inflows from southbound capital [17][18].
爆买!南向资金年内狂扫近万亿港元创纪录 神秘扫货清单曝光
Core Viewpoint - The southbound capital has experienced explosive growth in 2023, with a record net inflow of over 940 billion HKD by August 18, indicating strong investor interest in Hong Kong stocks despite recent underperformance compared to A-shares [2][3]. Group 1: Southbound Capital Inflow - As of August 18, the cumulative net inflow of southbound capital reached over 940 billion HKD, setting a historical high [2][9]. - Some brokerages predict that the total net inflow for the year could exceed 1.2 trillion HKD, which may support an upward trend in the Hong Kong stock market [3][12]. - The recent trend shows that southbound capital is increasingly targeting undervalued, high-dividend assets and technology stocks [4][15]. Group 2: Market Performance - The Hang Seng Index and the Hang Seng Tech Index saw maximum gains of 33% and 49% respectively in the first half of the year, but have underperformed since mid-June [5]. - On August 18, the Hang Seng Index fell by 0.37%, marking a three-day decline of 1.71% [7]. - Despite the market's pullback, southbound capital has accelerated its buying pace, with a record single-day net purchase of 358.76 billion HKD on August 15 [8][9]. Group 3: Investment Strategies - Current investment strategies among southbound capital include a focus on low-valuation, high-dividend assets and high-growth technology sectors [4][15]. - Institutional investors are generally optimistic about the dividend potential of Hong Kong stocks, favoring a "barbell strategy" that balances low-valuation, high-dividend assets with high-growth technology stocks [16][17]. - The high dividend yield and growth potential of Hong Kong stocks are seen as attractive in a low-risk interest rate environment, providing a compelling case for long-term investment [10][14].
南向资金 | 中国人寿获净买入6.73亿港元
Di Yi Cai Jing· 2025-08-18 09:56
南向资金今日净买入13.86亿港元。其中中国人寿、阿里巴巴-W、华虹半导体净买入额位列前三,分别 获净买入6.73亿港元、6.17亿港元、3.89亿港元。净卖出方面,盈富基金、恒生中国企业、南方恒生科 技分别遭净卖出64.13亿港元、14.45亿港元、5.74亿港元。 (本文来自第一财经) ...