南下资金抄底港股4000亿港元，腾讯、小米、美团居前

新浪财经综合2020-08-06

漫画财经互相捧场王建明【深圳商报/读创讯】（记者陈燕青）尽管港股今年走势疲弱，恒生指数年内跌幅逾一成，但南下资金依然大举流入逆势抄底。WIND数据显示，截至5日，年内南下资金净流入港股4000.59亿港元，折合人民币约3588亿元，为同期北上资金净流入的2.8倍。根据同花顺统计，年内南下资金增持比例达到或超过5%的港股有66家，其中增持比例前五名分别为保利物业、赣锋锂业、维亚生物、微盟集团、...

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低调de心
2020-08-07
低调de心
今天抄底多好

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陈燕青）尽管港股今年走势疲弱，恒生指数年内跌幅逾一成，但南下资金依然大举流入逆势抄底。WIND数据显示，截至5日，年内南下资金净流入港股4000.59亿港元，折合人民币约3588亿元，为同期北上资金净流入的2.8倍。根据同花顺统计，年内南下资金增持比例达到或超过5%的港股有66家，其中增持比例前五名分别为保利物业、赣锋锂业、维亚生物、微盟集团、华电国际，增持比例分别为31.99%、28.29%、19.97%、18.86%、15.21%。值得一提的是，上述被南下资金增持前列的个股除了华电国际下跌外，其余4只个股年内均大幅上涨，其中赣锋锂业年内暴涨逾1.4倍，保利物业暴涨逾八成，维亚生物暴涨130%，微盟集团暴涨257%，均远远跑赢大盘。从增持股数来看，南下资金年内增持港股超过1亿股的有89家，其中增持股数前五名分别为建设银行、工商银行、农业银行、中国银行和宝新金融，均超过20亿股。其中，建设银行H股更是被南下资金净买入超百亿股。由此不难看出，南下资金增持股数较大的均为金融股，其中四大行颇受青睐。不过上述四大行年内均下跌，其中工商银行H股跌幅更是近两成，其余三大行年内跌幅也超过一成。根据WIND统计，截至4日，南下资金持有58只个股总股本比例超过两成，其中前五名分别是赣锋锂业、华能国际、华电国际、神州控股、福莱特，持股比例分别为56.87%、44.14%、43.12%、41.8%、40.25%。根据广证恒生统计，南下资金上月流入活跃度上升，累计净流入排名前列个股分别是腾讯控股、小米集团-W和美团点评-W，分别累计净流入144.2亿元、84.2亿元和60.2亿元。累计净流出最多的是中芯国际、融创中国和微盟集团，分别净流出60.3亿元、8.6亿元和0.6亿元。持股增幅排名前三分别是保利物业、赣锋锂业和维亚生物。对此，国盛证券首席策略分析师张启尧分析称，“南下资金与北上资金收益来源的区别在于：北上获利更依赖初始持股，而南下则主要来自期间调仓选股。内资南下并非‘只抄底、不赚钱’，计入分红收益将明显增厚南下资金实际盈利。南下资金获利主要由选股贡献，而受择时负向拖累较大，尤其是近1年来内资持续抄底严重拖累了整体收益。重仓股组合显著跑赢市场基准指数，特别是内资大幅流入期间，南下重仓股超额收益尤为显著。”","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":944352009,"gmtCreate":1596783457601,"gmtModify":1704213604166,"author":{"id":"3552101154779657","authorId":"3552101154779657","name":"低调de心","avatar":"https://static.tigerbbs.com/b622caf052f70a68a4eff726a03e8538","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"今天抄底多好","listText":"今天抄底多好","text":"今天抄底多好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944352009","repostId":2057367109,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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