北水南调_老虎社区_美港股上老虎 - 老虎社区

在火星听巴赫

北水南调

@智堡Wisburg：【千亿资金南下，复制A股的“抱团”策略】继周一港股通净买入超过200亿港元并创单日新纪录之后，周二以266亿港元再创新纪录。今年仅半个多月的合计净买入达1,853亿港元，占去年全年的四分之一有余。去年6,721亿港元的净买入亦为开通以来的年度最高。彭博根据香港交易所披露的互联互通持股数量，以及最新收盘价估算，今年以来，内地资金为腾讯控股、中国移动、中芯国际、中海油和美团5支股票带来1,694亿港元的市值增长，占港股通整体市值变动逾六成。中金公司也在报告中表示，看似强劲的南向资金非常集中，主要抱团4-5支股票。

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