南向资金，正在加速流入港股！ 内地投资者，对港股的热情持续升温。3月10日，在港股大幅调整的过程中，南向资金疯狂涌入抄底。截至收 盘时，南向资金净买入296亿港元，创历史单日最高净买入纪录。 盘后数据显示，当天，盈富基金、恒生中国企业、阿里巴巴分别获净买入104亿港元、55.34亿港元、29.18亿港 元；此外，腾讯控股获净买入超20亿港元；中芯国际净卖出额居首，金额为4.64亿港元。 值得关注的是，年初以来，南向资金累计买入3435.5亿港元，为去年同期的5倍以上。接下来，港股又会如何 演绎呢？ 南向资金"抄底"港股 3月10日，香港股市主要股指均大幅调整，恒生指数盘中一度跌近2.5%，恒生科技指数一度跌3.6%。截至当天 收盘时，恒生指数跌1.85%，恒生科技指数跌2.52%。个股方面，中国联通跌近5%，美团、中芯国际、京东集 团跌超4%，阿里巴巴跌3.93%，腾讯控股、华虹半导体跌超3%，小米集团、舜宇光学科技等跌超2%。阿里 健康涨超3%，百度集团、紫金矿业涨超1%。此外，蜜雪集团涨超10%，股价再创历史新高，总市值接近1500 亿港元。 值得关注的是，今日，在港股大幅调整的过程中，内地投资者疯狂涌入 ...

Group 1 - The core viewpoint of the article highlights a recovery in both A-share and Hong Kong stock markets in February 2025, driven by improved market sentiment and easing geopolitical tensions between China and the US [2][3]. - A-share indices showed significant gains, with the Sci-Tech 50 index rising by 18.0% in February, while sectors like computing, machinery, and electronics performed well [2][3]. - The Hong Kong market also experienced a notable rebound, with major indices such as the Hang Seng Tech Index and Hang Seng China Enterprises Index increasing by 26.0% and 19.1%, respectively [2]. Group 2 - The article emphasizes the onset of the "spring rally" in A-shares, which typically occurs annually and is influenced by monetary policy adjustments and key economic data releases [3]. - Current A-share valuations are near the average levels since 2010, with potential for further increases due to supportive policies and inflows from mid- to long-term investors [3]. - Investment focus should be on technology growth and consumer sectors, particularly in TMT, machinery, and consumer electronics [3]. Group 3 - The article suggests that domestic asset prices may be revalued due to the recognition of DeepSeek-R1 in the global AI tech community, indicating a narrowing gap in technological innovation between China and the US [4]. - A "barbell" strategy is recommended, focusing on sectors benefiting from domestic policies and independent growth, including high-dividend stocks in telecommunications and utilities [4]. - Continued attention to high-dividend, low-volatility strategies is advised as a means of stable income generation [4].