史上最长的南下净流出，说明了什么？

追寻价值之路2021-08-05

本轮南下资金持续流出的天数和流出规模在历史上均处于十分靠前的位置，反映出当前市场情绪已经极度悲观，往后会随着短期事件性冲击影响逐渐消退，市场行情会有所好转。 2021年7月份以来A股、港股市场指数在全球主要市场指数中表现大幅垫底，而近期港股市场波动加大也使得南下资金持续净流出，截至8月3日，南下资金已连续12个交易日持续净流出港股市场，累计净流出502亿港元，为2014年有数据以来最长的南下净流出...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

BP小林
2021-08-05
BP小林
[呆住] [呆住] [呆住]
liva
2021-08-05
liva
南厂阴云密布，北厂多窗事发。
K线冲浪者
2021-08-05
K线冲浪者
说明人工饲养的鳄鱼🐊不如国际市场野生鳄鱼凶悍！
devops
2021-08-05
devops
老乡别跑？
白洋水军
2021-08-05
白洋水军
说明外资彻底放弃，全年跑路了！
- MyKhoo:
  K
- 哦豁_哦豁:
  哈哈😃
- ___6424:
  南向资金净流出是内地资金不往港股走了完全不懂你在说什么

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1136638398?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae","is_english":false,"pubTime":"2021-08-05 10:16","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1136638398","market":"hk","top_or_hot":-1,"title":"史上最长的南下净流出，说明了什么？","media":"追寻价值之路","content":"<div>\n<p>本轮南下资金持续流出的天数和流出规模在历史上均处于十分靠前的位置，反映出当前市场情绪已经极度悲观，往后会随着短期事件性冲击影响逐渐消退，市场行情会有所好转。\n2021年7月份以来A股、港股市场指数在全球主要市场指数中表现大幅垫底，而近期港股市场波动加大也使得南下资金持续净流出，截至8月3日，南下资金已连续12个交易日持续净流出港股市场，累计净流出502亿港元，为2014年有数据以来最长的南下净流出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637169\">网页链接</a>\n\n</div>\n","source":"zxjzzl","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>史上最长的南下净流出，说明了什么？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n史上最长的南下净流出，说明了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 10:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3637169><strong>追寻价值之路</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本轮南下资金持续流出的天数和流出规模在历史上均处于十分靠前的位置，反映出当前市场情绪已经极度悲观，往后会随着短期事件性冲击影响逐渐消退，市场行情会有所好转。\n2021年7月份以来A股、港股市场指数在全球主要市场指数中表现大幅垫底，而近期港股市场波动加大也使得南下资金持续净流出，截至8月3日，南下资金已连续12个交易日持续净流出港股市场，累计净流出502亿港元，为2014年有数据以来最长的南下净流出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3637169\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HSI","symbol_name":"恒生指数","start_time":0,"source_url":"https://wallstreetcn.com/articles/3637169","article_id":"1136638398","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/3e1ae3d0f75bebef8011736e9031acae"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1136638398","pubTimestamp":1628129774,"sourceInfo":{"source_id":"zxjzzl","name":"追寻价值之路"},"weMediaInfo":null,"summary":"本轮南下资金持续流出的天数和流出规模在历史上均处于十分靠前的位置，反映出当前市场情绪已经极度悲观，往后会随着短期事件性冲击影响逐渐消退，市场行情会有所好转。\n2021年7月份以来A股、港股市场指数在全","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"HSI":"恒生指数"},"translate_title":"What does the longest net outflow from the south in history mean?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f4298b92ec0b9a4c0778c479ab97152a","symbols_score_info":{"HSI":0.9},"content_text":"本轮南下资金持续流出的天数和流出规模在历史上均处于十分靠前的位置，反映出当前市场情绪已经极度悲观，往后会随着短期事件性冲击影响逐渐消退，市场行情会有所好转。\n2021年7月份以来A股、港股市场指数在全球主要市场指数中表现大幅垫底，而近期港股市场波动加大也使得南下资金持续净流出，截至8月3日，南下资金已连续12个交易日持续净流出港股市场，累计净流出502亿港元，为2014年有数据以来最长的南下净流出。本文详细梳理了历史上南下资金持续净流出时间较为靠前的情况，从统计结果来看，本轮南下资金无论是持续流出的天数还是流出规模在历史上均处于十分靠前的位置，由此反映出了当前市场情绪已经极度悲观，往后看我们认为随着短期事件性冲击影响逐渐消退，市场行情会有所好转。\n2021年7月份以来A股、港股市场指数在全球主要市场指数中表现大幅垫底。具体看，7月初至今，法国CAC40指数、标普500指数、孟买SENSEX30指数累计涨幅分别为3.3%、2.9%和2.6%，在我们统计的全球主要指数中表现靠前。而上证指数和沪深300指数累计分别下跌4.0%和5.5%，恒生指数和恒生科技指数跌幅更是高达9%和18%，在我们统计的主要指数中表现大幅垫底。\n\n近期港股市场波动加大也使得南下资金持续净流出，截至8月3日，南下资金已连续12个交易日持续净流出港股市场，为历史最长的南下净流出。具体来看，7月19日当天南下资金单日净流出17.8亿港元，此后12个交易日南下资金持续净流出，截至8月3日，12个交易日南下资金累计净流出502.4亿港元。\n\n从港股通持仓行业配置看，截至8月3日，金融、信息技术、可选消费、医疗保健等行业港股通持股市值大幅靠前，而公用事业、材料、能源和日常消费等行业外资持仓市值较为靠后。\n\n从港股通持仓市值占总市值比重来看，截至8月3日，首控集团、民众金融科技、神州控股、东岳集团、嘉年华国际、维亚生物、敏华控股、中粮家佳康、保利协鑫能源和海吉亚医疗等个股港股通持仓市值占其总市值比重较为靠前。 从港股通持股总市值来看，截至8月3日，腾讯控股、建设银行、工商银行、汇丰控股、小米集团、中国移动、美团、安踏体育、长城汽车和药明生物等个股港股通持仓总市值较为靠前。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":899998676,"gmtCreate":1628149436195,"gmtModify":1633753136464,"author":{"id":"3569034930679856","authorId":"3569034930679856","name":"BP小林","avatar":"https://static.tigerbbs.com/ab11857f8510820e3bc13bd0a9bd1bcb","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899998676","repostId":1136638398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":899096523,"gmtCreate":1628140120162,"gmtModify":1628140485882,"author":{"id":"4087792920976810","authorId":"4087792920976810","name":"liva","avatar":"https://static.tigerbbs.com/ce0df2f7f9f4654496a206617cf0e08c","vip":1,"crmLevel":1,"crmLevelSwitch":1},"htmlText":"南厂阴云密布，北厂多窗事发。","listText":"南厂阴云密布，北厂多窗事发。","text":"南厂阴云密布，北厂多窗事发。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899096523","repostId":1136638398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":890775885,"gmtCreate":1628138521347,"gmtModify":1628138521347,"author":{"id":"3508935608785797","authorId":"3508935608785797","name":"K线冲浪者","avatar":"https://static.tigerbbs.com/cb97cd2e66ffbec975faecd28581aea6","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"说明人工饲养的鳄鱼🐊不如国际市场野生鳄鱼凶悍！","listText":"说明人工饲养的鳄鱼🐊不如国际市场野生鳄鱼凶悍！","text":"说明人工饲养的鳄鱼🐊不如国际市场野生鳄鱼凶悍！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890775885","repostId":1136638398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":890772080,"gmtCreate":1628138318240,"gmtModify":1628138318240,"author":{"id":"3547581826786883","authorId":"3547581826786883","name":"devops","avatar":"https://static.tigerbbs.com/ff569cadb23052ebe8451b21511c5e2b","vip":1,"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":4,"crmLevelSwitch":1},"htmlText":"老乡别跑？","listText":"老乡别跑？","text":"老乡别跑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890772080","repostId":1136638398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":890773973,"gmtCreate":1628137905492,"gmtModify":1628137905492,"author":{"id":"4090632547992330","authorId":"4090632547992330","name":"白洋水军","avatar":"https://static.tigerbbs.com/d36332188b14386d68f11122c22d020a","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"说明外资彻底放弃，全年跑路了！","listText":"说明外资彻底放弃，全年跑路了！","text":"说明外资彻底放弃，全年跑路了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/890773973","repostId":1136638398,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5432929,"gmtCreate":1628137920823,"gmtModify":1635159598426,"authorId":3567334721242358,"author":{"id":3567334721242358,"authorId":3567334721242358,"name":"MyKhoo","avatar":"https://static.tigerbbs.com/71f130b587a20deffeafc3a3dd2f3d5b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":890773973,"type":1,"supId":0,"prevId":0,"content":"K","text":"K","html":"K"},{"id":5433164,"gmtCreate":1628139633999,"gmtModify":1628139633999,"authorId":3573094383070611,"author":{"id":3573094383070611,"authorId":3573094383070611,"name":"哦豁_哦豁","avatar":"https://static.tigerbbs.com/36d94234d9c649d637769f2c117016a3","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":890773973,"type":1,"supId":5432977,"prevId":0,"content":"哈哈😃","text":"哈哈😃","html":"哈哈😃"},{"id":5432977,"gmtCreate":1628138318437,"gmtModify":1628138318437,"authorId":3494445102414793,"author":{"id":3494445102414793,"authorId":3494445102414793,"name":"___6424","avatar":"https://static.tigerbbs.com/b61334babdc1bbcf738c8fc8c5d95f9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":890773973,"type":1,"supId":0,"prevId":0,"content":"南向资金净流出是内地资金不往港股走了 完全不懂你在说什么","text":"南向资金净流出是内地资金不往港股走了 完全不懂你在说什么","html":"南向资金净流出是内地资金不往港股走了 完全不懂你在说什么"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":60,"commentSize":5,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1136638398"}