恒生指数高开2.24%，恒生科技指数涨2.72%。快手涨超5%，龙湖集团涨5%，友邦保险、阿里健康涨超 4%。 关于港股后市 据中国证券报，对于2025年以来南向资金整体大幅净流入的情况，中金公司海外策略首席分析师刘刚表 示，本轮南向资金大举流入的过程中，ETF资金的流入非常强劲，这背后可能存在不少个人投资者通过 ETF配置港股的情况。据刘刚测算，今年后续相对确定的南向资金增量大概在2000亿港元至3000亿港元 区间，预计全年累计净流入区间为8000亿港元至10000亿港元。 对于外资未来是否加码港股市场这一问题，华泰证券首席宏观经济学家易峘表示，海外流动性短期 或"易松难紧"，对港股难形成负面制约。4月，海外投资者购买日本债券和股票的规模创1996年以来最 高，这或意味着全球资金正寻求美国资产替代品。港元汇率近期持续走强，港美利差空间缩窄但港元强 势不改表明港股或存全球资金再配置需求。 本文转载自"腾讯自选股"；智通财经编辑：刘家殷。 华泰证券首席宏观经济学家易峘认为，近期美国方面释放关税谈判信号，短期贸易冲突或存降级空间， 风险偏好提振下港股或迎来重定价窗口。展望后市，短期贸易冲突悲观情绪缓和、中期港股 ...

从连续性进行统计， 有2只股获南向资金连续3天以上净买入，连续净买入天数较多的有美团-W、阿里 巴巴-W，连续净买入天数分别为7天、3天。以其间净买入金额统计，净买入金额最多的是美团-W，合 计净买入为84.34亿港元，其次是阿里巴巴-W合计净买入为18.08亿港元。（数据宝） 5月6日南向资金成交活跃股 | 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 02800 | 盈富基金 | 466621.18 | 455114.61 | 0.79 | | 03690 | 美团-W | 744054.99 | 345619.90 | 4.53 | | 02828 | 恒生中国企业 | 233054.18 | 231144.93 | 0.35 | | 09988 | 阿里巴巴-W | 610175.84 | 150310.99 | 1.48 | | 00939 | 建设银行 | 115959.09 | 52407.41 | 0.63 | | 00568 | 山东墨龙 | 125123.70 | 5017.2 ...

Group 1 - Southbound funds recorded a net purchase of 13.476 billion HKD today [1] - The Yingfu Fund and Meituan-W received net purchases of approximately 4.551 billion HKD and 3.456 billion HKD respectively [1] - Xiaomi Group-W experienced a net sell-off of approximately 0.492 billion HKD [1]

Group 1 - Southbound funds had a significant net purchase of 13.475 billion yuan today [1] - In the Hong Kong Stock Connect (Shanghai), Meituan-W and the Tracker Fund of Hong Kong received net purchases of 2.201 billion HKD and 1.483 billion HKD respectively [1] - CSPC Pharmaceutical Group had the highest net sell amount, totaling 534 million HKD [1] Group 2 - In the Hong Kong Stock Connect (Shenzhen), the Tracker Fund of Hong Kong and Meituan-W received net purchases of 3.069 billion HKD and 1.255 billion HKD respectively [1] - China National Offshore Oil Corporation had the highest net sell amount, totaling 309 million HKD [1]

智通财经5月6日电，截至目前，南向资金净买入额达20亿港元。 ...

Group 1 - The core viewpoint of the article highlights the significant inflow of southbound funds into the Hong Kong stock market, driven primarily by ETF investments, with over 600 billion HKD accumulated this year [1][6] - In March, the net inflow of funds into mainland investable Hong Kong stock ETFs reached a record 23.4 billion HKD, followed by nearly 35 billion HKD in April, indicating strong investor interest [2][6] - The overall scale of Hong Kong stock ETFs reached 178.99 billion HKD by the end of Q1 2025, reflecting a 45% increase from the previous quarter [7] Group 2 - Active equity funds have increased their allocation to Hong Kong stocks, with the allocation ratio exceeding 30%, the highest in nearly five years [10] - The top stocks favored by active equity funds include Tencent Holdings, Alibaba-W, and Pop Mart, with significant increases in their holdings [11] - The inflow of southbound funds is expected to continue, with estimates suggesting an additional 200 to 300 billion HKD for the year, driven by both active equity funds and insurance capital [14][15] Group 3 - The article discusses the performance of Hong Kong stock ETFs during market fluctuations, noting that despite a decline in indices, ETF investments have remained robust [4][5] - The analysis indicates that the current valuation of Hong Kong stocks is attractive compared to A-shares and US stocks, which is a key factor in attracting investment [5][6] - The outlook for the technology sector in Hong Kong remains positive, with expectations of continued growth driven by AI and other technological advancements [15][16]

Group 1 - The Hang Seng Index rose by 0.51% on April 30, with a total southbound trading volume of HKD 89.401 billion, including HKD 47.519 billion in buy transactions and HKD 41.882 billion in sell transactions, resulting in a net buying amount of HKD 5.637 billion [1] - The southbound trading through Stock Connect (Shenzhen) totaled HKD 31.333 billion, with buy transactions of HKD 16.090 billion and sell transactions of HKD 15.243 billion, leading to a net buying amount of HKD 0.848 billion [1] - The southbound trading through Stock Connect (Shanghai) reached HKD 58.069 billion, with buy transactions of HKD 31.429 billion and sell transactions of HKD 26.640 billion, resulting in a net buying amount of HKD 4.789 billion [1] Group 2 - Among the actively traded stocks, Xiaomi Group-W had the highest trading volume at HKD 84.91 billion, followed by Alibaba-W at HKD 44.22 billion and Meituan-W at HKD 37.36 billion [1][2] - The top net buying stock was the Tracker Fund of Hong Kong (盈富基金) with a net buying amount of HKD 15.80 billion, closing with a price increase of 0.54% [1] - Meituan-W recorded a net buying amount of HKD 5.54 billion, while China Construction Bank had a net buying amount of HKD 5.21 billion [1] Group 3 - Meituan-W was among the stocks with continuous net buying for more than three days, achieving a total net buying amount of HKD 49.78 billion over six days [2] - The trading data for April 30 shows that the net selling amount was highest for Industrial and Commercial Bank of China, with a net selling of HKD 3.58 billion, and the stock closed down by 2.92% [1][2] - Other notable net selling amounts included XPeng Inc. and China Mobile, with net selling amounts of HKD 1.64 billion and HKD 1.26 billion, respectively [1]

南向资金今日净买入超56亿港元 盈富基金获净买入居前 智通财经4月30日电，南向资金今日净买入56.37亿港元。其中，盈富基金、美团-W分别合计获净买入 约15.80亿港元、5.54亿港元；工商银行遭净卖出约3.58亿港元。 ...

智通财经4月30日电，截至目前，南向资金净买入额达30亿港元。 ...

近日，国家药监局领导带队赴广东，走访部分医药企业、科研单位和药品审评检查部门，围绕加强监管 和服务高质量发展深入调研。药监局领导对广东省医药产业创新发展和质量安全监管工作予以肯定，强 调要落实全面深化药品监管改革要求，进一步提升监管效能，推进生物制品分段生产试点；健全"一支 队伍、一张网络和一套标准"，高质量实施药品补充申请改革试点；探索优化前置服务，巩固提升跨国 企业在华投资发展信心，支持引导骨干企业、国家重点实验室等加大创新药物研发力度。 4月30日，节前最后一日，创新药板块表现值得关注。港股创新药ETF（159567）走高0.24%，实时成交 额已超过1.46亿元。创新药ETF（159992）走高0.14%，成交额超3551万元。 每日经济新闻 消息面上，国际投行高盛最新报告称，已将今年南向资金流入的预测值由750亿美元提高至1100亿美 元，理由包括：H股在盈利增长、估值和股息率方面更具吸引力、新上市公司和中概股回归等造成港股 可投资标的扩容、对冲人民币汇率的需求等。 西南证券表示，2025年初以来，医疗研发外包、生物制品、原料药板块表现突出。集采政策优化预期及 AACR、ELCC等大会召开，为创新药 ...