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阿里港股创近4年新高,投行预测还能涨30%
方正证券指出,当前时点,港股上涨行情仍未结束,建议继续关注恒生科技为代表的低估值品种补涨机 会。政策利好不断释放,A股、港股市场信心显著回升。此外,南下资金仍在持续加速流入港股市场, 叠加美联储降息周期开启,港股流动性环境有望进一步受益。历史经验也显示,港股市场一般10月份日 历效应显著,港股红十月行情可期。 融智投资基金经理兼高级研究员包金刚分析,阿里巴巴近期大涨背后有四大核心原因: (声明:文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。) 阿里巴巴-W逆势上涨,股价创近四年来新高,收盘涨1.09%;截止10月3日,8月底至今已涨近60%。 阿里巴巴-W 成为南向资金最受青睐的标的。Wind数据显示,截至9月30日,其已连续26个交易日获得 净买入,累计净买入金额约757.09亿港元,是第二名腾讯控股73.73亿港元的10倍。 不仅是南向资金,2024年底以来,投资阿里巴巴的主要是国际知名机构投资者、主权基金及科技领域对 冲基金。此外,知名投资人段永平等也参与增持。 据新浪财经报道,摩根大通将阿里巴巴集团在港股的目标价上调近45%,成为华尔街分析师中给出最高 目标价的机构。其预测,到2026年 ...
中芯国际再创历史新高,机构看好港股10月表现
Market Overview - On October 3, Hong Kong's three major stock indices collectively adjusted, with the Hang Seng Index down 0.54% to 27,140.92 points, the Hang Seng China Enterprises Index down 0.68% to 9,658.34 points, and the Hang Seng Technology Index down 0.90% to 6,622.85 points [1][3]. Sector Performance - Among the 12 Hang Seng industry sectors, most declined, while the utilities and industrial sectors rose against the trend [3]. - Shanghai Electric surged over 14%, reaching a 10-year high of 5.04 HKD per share during the session [3]. Individual Stock Highlights - Semiconductor stocks, including SMIC, saw gains, with SMIC's stock price rising over 1% to surpass 90 HKD per share, hitting a historical high of 91.35 HKD per share [5]. - Hua Hong Semiconductor increased by over 2%, reaching a historical high of 88.75 HKD per share [5]. - Alibaba-W rose by 1.09%, touching 186.2 HKD per share, marking a four-year high [5]. Institutional Outlook - Institutions maintain a positive outlook for the Hong Kong market in October, citing three main reasons: 1. Recent high-frequency economic data indicates strong resilience in the domestic economy, with industrial profits in August rebounding by 20.4% year-on-year [7]. 2. Continuous net inflows from southbound funds, exceeding 1 trillion HKD since the beginning of 2025, are a significant source of incremental capital for the Hong Kong market [7]. 3. The initiation of a new interest rate cut cycle by the Federal Reserve is expected to improve liquidity in the Hong Kong market [7]. - The "October effect" historically shows strong performance for major indices, leading institutions to suggest focusing on undervalued stocks represented by the Hang Seng Technology Index for potential rebound opportunities [7].
中芯国际,创历史新高
Market Overview - On October 3, Hong Kong's three major stock indices collectively adjusted, with the Hang Seng Index falling by 0.54% to 27,140.92 points, the Hang Seng China Enterprises Index down 0.68% to 9,658.34 points, and the Hang Seng Technology Index decreasing by 0.90% to 6,622.85 points [1][3]. Sector Performance - Among the 12 Hang Seng industry sectors, most experienced declines, while the utilities and industrial sectors saw gains [3]. - Shanghai Electric surged over 14%, reaching a peak of 5.04 HKD per share, marking a 10-year high. Other companies like China General Nuclear Power, Datang Power, and Dongfeng Motor also saw increases [3]. Individual Stock Highlights - Semiconductor stocks, including SMIC, saw upward movement, with SMIC's stock price rising over 1% to surpass 90 HKD per share, hitting a historical high of 91.35 HKD per share. Hua Hong Semiconductor increased by over 2%, reaching a historical high of 88.75 HKD per share. Alibaba-W rose by 1.09%, touching 186.2 HKD per share, a four-year high [5][7]. Institutional Outlook - Institutions maintain a positive outlook for Hong Kong stocks in October, citing three main reasons: 1. Recent high-frequency economic data indicates strong resilience in the domestic economy, with industrial profits in August rebounding by 20.4% year-on-year after a previous decline of 1.5% [7]. 2. Continuous net inflows from southbound funds, exceeding 1 trillion HKD since the beginning of 2025, are seen as a significant source of incremental capital for the Hong Kong market [7]. 3. The initiation of a new interest rate cut cycle by the Federal Reserve is expected to improve liquidity in the Hong Kong market [7]. - Historical trends suggest that October typically exhibits a "calendar effect," with major indices performing well, reinforcing the expectation of a "red October" rally, particularly in undervalued sectors like Hang Seng Technology [7].
港股今日全线走强,恒生科技ETF易方达(513010)、港股通互联网ETF(513040)等助力布局港股核心资产
Mei Ri Jing Ji Xin Wen· 2025-09-30 13:41
注2;银行、互联网平台等相关销售机构提供可场外投资的CIT联盟基金 港股今日全线走强,有色金属、半导体、电气设备、医药生物等板块涨幅居前。截至收盘,中证港股通 医药卫生综合指数上涨2.8%,恒生科技指数上涨2.2%,恒生港股通新经济指数上涨2.1%,中证港股通 互联网指数上涨1.9%,中证港股通消费主题指数上涨1.1%。 中信建投证券表示,进入9月以后,A股进入整理期,波动逐步放大,而内外部资金对于港股的关注度 正在提高;后续一段时间港股对A股的优势正在凸显,对港股整体行情看多。 | 港股消费ETF易方达 ( | | | 513070 | | --- | --- | --- | --- | | 跟踪中证港股通消费主题指数 | | | | | 该指数由港股通范围内流动性 | 今日 | 该指数 | 该指数自2020年 | | 较好、市值较大的50只消费主 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 题股票组成,可选消费占比近 60% | 1.1% | 22.6倍 | 27.0% | 注1:"读摇数"用各上述基金产品具体调建的所数:数据采口Rind,指数法数幅线正2025年9月20日收盘,深圳市盈 ...
港股科技30ETF(513160)盘初飘红,第一大权重股阿里巴巴
成分股中,东方甄选涨超5%,英诺赛科、华虹半导体、中芯国际、商汤-W、联想集团、中兴通讯等多 股跟涨。 Wind最新数据显示,阿里巴巴-W是恒生港股通中国科技指数第一大权重股,占比达12.94%。 资金流向方面,Wind数据显示,该ETF昨日大幅"吸金"超3.2亿元。拉长时间线来,近20个交易日该 ETF"吸金"超14亿元。 港股科技30ETF(513160)紧密跟踪恒生港股通中国科技指数,该指数跟踪可经港股通买卖,从事科技 业务并于香港上市的内地公司之表现。前十大重仓股包括中芯国际、快手-W、腾讯控股、阿里巴巴- W、小米集团-W等多只科技龙头股。 9月19日,港股主要指数早盘高开,恒生指数开盘涨0.14%,恒生科技指数涨0.44%。热门ETF中,港股 科技30ETF(513160)盘初飘红,截至发稿上涨0.51%,成交额超2600万元,溢折率0.25%,盘中频现溢 价交易。 消息面上,据证券时报,9月18日港股通(包括沪市港股通及深市港股通)成交活跃股合计成交763.71 亿港元,净买入金额为33.31亿港元。9月18日上榜的成交活跃股中,阿里巴巴-W通过港股通渠道成交 金额为210.72亿港元,净买入金 ...
港股科技30ETF(513160)盘初飘红,第一大权重股阿里巴巴-W连续20日获南向资金净买入
Group 1 - The Hong Kong stock market opened positively on September 19, with the Hang Seng Index rising by 0.14% and the Hang Seng Tech Index increasing by 0.44% [1] - The Hong Kong Tech 30 ETF (513160) saw an initial increase of 0.51%, with a trading volume exceeding 26 million HKD and a premium rate of 0.25% [1] - Notable stocks within the ETF included Oriental Selection, which rose over 5%, along with other companies like InnoCare Pharma, Hua Hong Semiconductor, SMIC, SenseTime-W, Lenovo Group, and ZTE Corporation [1] Group 2 - On September 18, the total trading volume of active stocks through the Hong Kong Stock Connect reached 763.71 billion HKD, with a net buying amount of 33.31 billion HKD [2] - Alibaba-W was a significant contributor, with a trading volume of 210.72 billion HKD and a net buying amount of 12.10 billion HKD, marking 20 consecutive days of net buying totaling 561.02 billion HKD [2] - According to Citic Securities, the outlook for Hong Kong stocks is positive, with expectations of performance improvement in sectors like raw materials, healthcare, and technology, while some underperforming sectors like energy and consumer staples may see a turnaround in the second half of the year [2]
中信建投:港股对A股的优势正在凸显 看多港股整体行情
智通财经网· 2025-09-18 23:45
Core Viewpoint - The report from CITIC Securities indicates that the Hong Kong stock market is expected to outperform the A-share market in the coming period, particularly focusing on core growth sectors such as internet, innovative pharmaceuticals, new consumption, and technology [1][3]. Group 1: Market Performance - Since the end of June, the A-share market has shown better performance compared to the Hong Kong market, but A-shares have entered a consolidation phase in September, leading to increased volatility [1][2]. - The current long-cycle bull market in Hong Kong stocks, established in the fourth quarter of last year, is believed to be in the mid-stage, with liquidity and valuation cycles showing signs of improvement [2]. Group 2: Economic Indicators - The liquidity cycle is approximately at the mid-point, with expectations of overall easing in the next 1-2 years [2]. - The valuation cycle indicates that after three years of bear market, Hong Kong stocks are currently at a low valuation, which has been recovering for over a year [2]. - The profit cycle is just beginning to recover from the bottom, with significant recovery concentrated in structurally favorable sectors [2]. Group 3: External Influences - The tightening of overseas liquidity, particularly due to the Federal Reserve's previous interest rate pauses, has been a major pressure point for the Hong Kong market [2]. - Recent U.S. employment data falling significantly below market expectations has raised the likelihood of interest rate cuts, which could quickly alleviate macro liquidity pressures in Hong Kong [2][3]. Group 4: Sector Analysis - Profit growth in the Hong Kong market is primarily driven by sectors with structural prosperity, such as raw materials, healthcare, information technology, and discretionary consumption, while real estate, energy, and conglomerates are still experiencing profit declines [2]. - The report emphasizes the need to focus on sectors that are currently thriving, as the overall valuation recovery in the Hong Kong market has been slow due to the drag from cyclical sectors [2]. Group 5: Capital Flows - Since June, the Hong Kong Monetary Authority has intervened in the currency market seven times, absorbing a total amount equivalent to 70% of the hot money inflow in May [3]. - There is an expectation of continued foreign capital inflow into the Hong Kong stock market and Chinese assets, particularly with Alibaba being a significant net inflow stock for southbound funds [3].
港股16日跌0.03% 收报26438.51点
Xin Hua Wang· 2025-09-16 09:16
Market Overview - The Hang Seng Index fell by 8.05 points, a decrease of 0.03%, closing at 26,438.51 points [1] - The total turnover for the day on the main board was 294.069 billion HKD [1] - The Hang Seng China Enterprises Index increased by 1.63 points, up 0.02%, closing at 9,386.39 points [1] - The Hang Seng Tech Index rose by 34.05 points, an increase of 0.56%, closing at 6,077.66 points [1] Blue-Chip Stocks - Tencent Holdings rose by 0.23%, closing at 645 HKD [1] - Hong Kong Exchanges and Clearing increased by 0.53%, closing at 451.8 HKD [1] - China Mobile decreased by 0.63%, closing at 87.1 HKD [1] - HSBC Holdings rose by 0.66%, closing at 107.2 HKD [1] Local Hong Kong Stocks - Cheung Kong Holdings fell by 0.42%, closing at 37.76 HKD [1] - Sun Hung Kai Properties decreased by 1.34%, closing at 95.55 HKD [1] - Henderson Land Development rose by 0.5%, closing at 28.18 HKD [1] Chinese Financial Stocks - Bank of China increased by 0.23%, closing at 4.43 HKD [1] - China Construction Bank rose by 0.26%, closing at 7.77 HKD [1] - Industrial and Commercial Bank of China fell by 0.34%, closing at 5.95 HKD [1] - Ping An Insurance decreased by 2.22%, closing at 55.05 HKD [1] - China Life Insurance fell by 2.44%, closing at 22.36 HKD [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation remained unchanged, closing at 4.22 HKD [1] - China National Petroleum Corporation fell by 0.81%, closing at 7.35 HKD [1] - CNOOC Limited decreased by 0.87%, closing at 19.31 HKD [1]
港股12日涨1.16% 收报26388.16点
Xin Hua Wang· 2025-09-12 10:41
Market Performance - The Hang Seng Index rose by 301.84 points, an increase of 1.16%, closing at 26,388.16 points [1] - The National Enterprises Index increased by 104.69 points, closing at 9,364.94 points, with a rise of 1.13% [1] - The Hang Seng Tech Index gained 100.5 points, closing at 5,989.27 points, reflecting a growth of 1.71% [1] Blue Chip Stocks - Tencent Holdings increased by 2.22%, closing at 643.5 HKD [1] - Hong Kong Exchanges and Clearing rose by 0.99%, closing at 448.4 HKD [1] - China Mobile saw a rise of 0.63%, closing at 87.85 HKD [1] - HSBC Holdings increased by 1.14%, closing at 106.3 HKD [1] Local Hong Kong Stocks - Cheung Kong Holdings rose by 1.05%, closing at 38.44 HKD [1] - Sun Hung Kai Properties increased by 0.79%, closing at 96.1 HKD [1] - Henderson Land Development saw a rise of 1.51%, closing at 28.16 HKD [1] Chinese Financial Stocks - Bank of China remained unchanged, closing at 4.46 HKD [1] - China Construction Bank also remained unchanged, closing at 7.88 HKD [1] - Industrial and Commercial Bank of China stayed flat, closing at 6 HKD [1] - Ping An Insurance rose by 1.33%, closing at 57.1 HKD [1] - China Life Insurance increased by 0.35%, closing at 23.24 HKD [1] Oil and Petrochemical Stocks - Sinopec remained unchanged, closing at 4.23 HKD [1] - PetroChina fell by 0.81%, closing at 7.39 HKD [1] - CNOOC decreased by 0.56%, closing at 19.42 HKD [1]
港股收评:恒指涨0.32%止步3连跌,生物医药、黄金股全线飙涨
Ge Long Hui· 2025-08-29 08:51
(原标题:港股收评:恒指涨0.32%止步3连跌,生物医药、黄金股全线飙涨) 8月29日,港股三大指数集体收涨,且止步3连跌行情。截至收盘,恒生指数涨0.32%重上25000点上方,国企指数、恒生科技指数分别上涨0.35% 及0.54%。 盘面上,大型科技股多数呈现上涨行情,百度涨超3%,京东涨超2%,美团、腾讯小幅上涨;多家黄金矿企中报亮眼,黄金股全天表现强势,灵 宝黄金大涨超15%创新高,带领铜业股等有色金属齐涨;近日连续回调的生物医药股再度迎来强势上涨行情,荣昌生物涨超11%领衔;建材水泥 股、汽车股、光伏股、纸业股、煤炭股纷纷上涨。另一方面,昨日大幅上涨的半导体芯片股集体走低,宏光半导体跌超6%,权重股中芯国际跌 2.57%;港口及海运股、中资券商股、银行股、航空股、军工股多数表现低迷。 具体来看: 汽车股部分活跃,理想汽车涨超4%,比亚迪股份涨超2%,零跑汽车、吉利汽车、长城汽车、蔚来纷纷上涨。 家电股普遍上涨,海尔智家涨4.63%,创维集团、TCL电子涨超2%。 光伏太阳能板块上扬,信义光能、协鑫科技涨超5%,协鑫新能源涨超4%,协合新能源、信义能源涨超2%。 内房股与物管股携手上涨,其中,建发国际 ...