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“赚钱效应”持续!港股 两大资金共振→
Zheng Quan Shi Bao· 2025-07-24 13:42
2025年以来,港股市场表现持续强劲,成为全球资本市场的一大亮点。 近期,恒生指数不断刷新年内高点,年内涨幅接近28%,在全球主要市场中涨幅居前。港股强势走高的背后,南 向资金今年累计净买入金额已近8000亿港元,接近2024年全年,有望刷新历史纪录。同时,外资开始重新审视中 国资产的投资价值,港股作为离岸人民币资产或直接受益。 外资回流!重新审视中国资产价值 2025年以来,在地缘政治冲突、关税战等多重因素影响下,全球经济增长节奏面临着不确定性,而中国经济凭借 强大的韧性与活力,保持稳健复苏态势,成为全球经济增长的重要引擎。在此背景下,外资开始重新审视中国资 产的投资价值。 7月22日,在国新办举行的新闻发布会上,国家外汇管理局国际收支司司长贾宁表示,近期外资投资境内股票总体 向好,上半年外资净增持境内股票和基金101亿美元,扭转了过去两年总体净减持态势。尤其是五六月份,净增持 规模增加至188亿美元,显示全球资本配置境内股市的意愿增强。 韩国证券存托结算院(KSD)发布的数据显示,截至7月15日,韩国投资者年内对A股和港股的累计交易额已超54 亿美元,中国市场成为其第二大海外投资目的地,仅次于美国市场。 ...
★多路资金吹响集结号 股市再添活水
Shang Hai Zheng Quan Bao· 2025-07-03 01:56
Group 1 - The A-share market is experiencing positive signals with an increase in active equity fund positions, marking the end of a three-week downward trend [1] - As of May 23, the average position of active equity mixed funds rose to 83.94%, an increase of 1.46 percentage points from May 16, indicating a recovery in market sentiment [1] - Public fund self-purchase enthusiasm is on the rise, with a total of 2.1 billion yuan invested in equity funds by public institutions this year, reflecting their long-term value recognition of the market [1] Group 2 - After a reduction in positions in early April, stock private equity funds are gradually returning to rationality, with an overall position index stabilizing at 75.16% as of May 16 [2] - The insurance sector is also showing increased market participation, with a total of 1.12 trillion yuan approved for long-term investments, and an additional 60 billion yuan expected to be injected into the market [2] - As of May 22, the net inflow of funds in May accounted for 0.5% of the A-share market's circulating market value, indicating a slight net inflow of funds since the beginning of 2025 [2] Group 3 - In the context of weakening dollar credit, Chinese assets are expected to benefit from a global rebalancing of capital allocation, supported by domestic industrial breakthroughs and manufacturing advantages [3] - Continuous implementation of financial policies is anticipated to drive investors towards equity assets, further injecting marginal funds into the capital market [3]
多路资金吹响集结号 股市再添活水
Shang Hai Zheng Quan Bao· 2025-05-28 18:11
同时,公募基金自购热情持续升温。5月27日,上海东方证券资产管理有限公司发布公告称,将于近期 运用自有资金1000万元投资旗下产品东方红核心价值混合。近期,招商证券资管、安信基金、富国基金 等也宣布自购旗下产品。Choice数据显示,截至5月28日,今年以来公募自购权益类基金金额已达到21 亿元,机构用真金白银表达对市场长期价值的认可。 从新发市场来看,公募排排网数据显示,5月26日至6月1日,全市场合计有37只公募新基金启动募集, 数量创下近7周新高,且权益类基金占比超八成。 股票私募在经历4月上旬的"减仓潮"后,也逐步恢复理性。据私募排排网数据,截至5月16日,股票私募 整体仓位指数稳定在75.16%,连续6周坚守在75%上方。其中,百亿级私募仓位指数已连续2周上涨,并 且在时隔5周后,再次突破80%的仓位大关,展现出对市场机会的积极捕捉。 除公私募机构外,作为长线资金的保险资金,入市动态也备受关注。今年1月和3月,金融监管总局批复 开展保险资金长期投资第二批试点,规模共计1120亿元。5月,金融监管总局局长李云泽在国新办举行 的新闻发布会上表示,将进一步扩大保险资金长期投资试点范围,拟再批复600亿元, ...