南下资金研究笔记：港股的投资主题如何配置？

智通财经网2021-02-12

本文转自微信公号“尧望后势”，作者：张启尧早在2020年4月，我们连续发布南下资金系列报告，率先强调【南下资金已成为港股主要矛盾】。伴随南下资金持续流入、抢夺港股定价权，港股历史大变局已经到来!2021年以来，南下资金爆发式流入港股。至今，港股通净流入规模已超过3400亿港元。带动港股市场持续上行。市场终于开始认识到南下资金的力量，我们一年前【南下改变港股】的判断也正逐渐成为市场共识。展望后续，...

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