南向资金
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业绩差距超120%!医药ETF分歧加剧,如何选择正确方向?
Sou Hu Cai Jing· 2025-07-31 08:32
近期医药行业可谓是利好不断!先有阿斯利康溢价全盘收购中国biotech亘喜生物,后有罗氏以超10亿美元的价格获得宜联生物c-MET ADC全球权益。此 外,恒瑞HER3 ADC药物喜获FDA快速通道资格。 而财报方面,药明康德交出史上最漂亮的Q2答卷,上半年归母净利润85.6亿元,同比增长101.9%。更可观的是,药明康德在手订单数再创新高,可以预期 其业绩的增长之路目前还没到顶。 于是乎很多投资者也不想错过本轮医药行情,纷纷下场购买相关ETF产品。而医药行业作为市场重要的分支,相关ETF数不胜数,跟踪的指数更是大相径 庭:一边是创新药的火爆行情,另一边则是医疗、中药等细分领域的平淡表现。 以中证指数为例,截至7月30日,中证港股生物科技主题指数年内涨幅108.46%,领跑所有中证主题指数表现;与创新药相关的中证指数亦位居前列,中证 港股通创新药指数年内涨幅为107.32%,中证香港创新药指数年内涨幅为101.63%。 与此同时,中证医疗指数年内涨幅为14.48%,中证全指医疗器械指数年内涨幅为6.99%,中证中药指数年内涨幅仅为1.61%。 中证医药相关指数分化加剧 | 指数名称 | 指数类型 | ם אפ ...
截至目前,南向资金净买入额达110亿港元
Mei Ri Jing Ji Xin Wen· 2025-07-31 08:04
每经AI快讯,7月31日,截至目前,南向资金净买入额达110亿港元。 (文章来源:每日经济新闻) ...
又创纪录了?港股科技下跌,南向却在疯狂“吸筹”
Jin Rong Jie· 2025-07-31 02:50
Group 1 - The core viewpoint of the articles highlights the significant inflow of capital into the Hong Kong technology sector, driven by mainland investors seeking opportunities in undervalued assets [4][6][11]. - The southbound capital has net bought approximately 840 billion HKD in Hong Kong stocks in just seven months of 2025, surpassing the total for the entire previous year and setting a historical record since the launch of the Stock Connect [4][6]. - The Hong Kong Technology Index is noted for its broader coverage of sectors, including electric vehicles and innovative pharmaceuticals, which may provide better performance potential compared to the Hang Seng Technology Index [7][9]. Group 2 - The Hong Kong Technology 50 ETF (159750) has seen significant capital inflows, with 150.7 million HKD net bought yesterday and an additional 36 million HKD today, indicating strong investor interest in low-cost entry points [1][10]. - The performance of the Hong Kong Technology Index has outpaced the Hang Seng Technology Index over various time frames, with returns of 30.94%, 57.40%, and 95.02% over the past year, two years, and ten years, respectively [9][11]. - The article suggests that the Hong Kong Technology sector is becoming an important outlet for mainland funds seeking allocation opportunities, especially given its relatively low valuations and potential for earnings recovery [6][12].
今日南向资金ETF买入及卖出成交额为24.64亿港元
Zheng Quan Shi Bao· 2025-07-30 11:38
今日(7月30日)南向资金ETF买入及卖出成交额为24.64亿港元,较前一日减少5.81亿港元,占南向资 金今日成交额的1.44%。 具体来看,港股通(沪)ETF买入及卖出成交额18.43亿港元,港股通(深)ETF买入及卖出成交额6.21 亿港元。(数据宝) | 港股通(沪) (亿港元) | 18.43 | | --- | --- | | 港股通(深) (亿港元) | 6.21 | | 1920 - 12 AMP2019 100 - 100 - 100 | | | 港股通合计(亿港元) | 24.64 | 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 ...
南向资金7月30日净买入超117亿港元:加仓理想汽车-W20.93亿港元
Jin Rong Jie· 2025-07-30 10:11
大幅净买入:理想汽车-W(02015.HK)20.93亿港元、石药集团(01093.HK)8.73亿港元、美团- W(03690.HK)4.47亿港元、阿里巴巴-W(09988.HK)3.57亿港元、腾讯控股(00700.HK)1.83亿港元、巨星 传奇(06683.HK)1.76亿港元。 大幅净卖出:中芯国际(00981.HK)20528.94万港元、信达生物(01801.HK)12149.89万港元、国泰君安国 际(01788.HK)7355.61万港元。 成交详情 7月30日消息,南向资金今日成交1706.84亿港元,净流入约117.14亿港元。其中沪港股通净流入约64.27 亿港元,深港股通净流入约52.87亿港元 交易所数据显示,7月30日南向资金动向: 理想汽车W今日跌12.84%,沪港股通净买入18.06亿港元,深港股通净买入2.87亿港元。 石药集团今日涨2.33%,沪港股通净买入5.30亿港元,深港股通净买入3.43亿港元。 美团W今日跌0.93%,沪港股通净买入2.75亿港元,深港股通净买入1.72亿港元。 腾讯控股今日跌1.08%,沪港股通净买入4.36亿港元,深港股通净卖出25286. ...
南向资金今日净买入约117亿港元 理想汽车获净买入居前
news flash· 2025-07-30 09:48
Group 1 - Southbound funds recorded a net purchase of approximately 11.714 billion HKD today [1] - Li Auto-W and CSPC Pharmaceutical Group received net purchases of about 2.093 billion HKD and 873 million HKD respectively [1] - SMIC experienced a net sell-off of approximately 205 million HKD [1] Group 2 - This marks the first time since April 9 that southbound funds have seen a net inflow exceeding 10 billion HKD for two consecutive days [1]