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@小虎周报：港股周策略：恒指领跑全球，抱团抢筹戏码再度上演

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[强]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/360754398","repostId":360456870,"repostType":1,"repost":{"magic":2,"id":360456870,"tweetId":"360456870","gmtCreate":1613969176886,"gmtModify":1613983061039,"author":{"id":36979109942400,"idStr":"36979109942400","authorId":36979109942400,"authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","vip":4,"userType":4,"introduction":"老虎股票官方帐号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":564879,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/b5c898a53a5fa738f19d7aa28d630f6f","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/4fba9286e23e628f8cabe9e24207accc","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/6ba510a5db2d348bf10aa93cf55a64a0","width":"1405","height":"804"},{"img":"https://static.tigerbbs.com/2950321a171845f662cbe49944196753","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/95c6467237b0fe4028227dfc837f0724","width":"1368","height":"818"},{"img":"https://static.tigerbbs.com/a215d2932f2a3f959a829775d1ad2587","width":"1189","height":"756"},{"img":"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6","width":"667","height":"854"}],"coverImages":[{"img":"https://static.tigerbbs.com/b5c898a53a5fa738f19d7aa28d630f6f","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/4fba9286e23e628f8cabe9e24207accc","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/6ba510a5db2d348bf10aa93cf55a64a0","width":"1405","height":"804"}],"title":"港股周策略：恒指领跑全球，抱团抢筹戏码再度上演","extraTitle":"","html":"<html><head></head><body><p>港股市场上周继续延续高歌猛进的姿态，扮演着各大市场领航员的角色，对于更倚重流动性的港股市场来讲，在主要发达经济体保持宽松的情况下，我们继续看好恒指Q1保持强势表现，同时年内<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 冲击33000点历史最强水平。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a215d2932f2a3f959a829775d1ad2587\" tg-width=\"1189\" tg-height=\"756\"><b>二、南下资金抱团抢筹再度上演</b></p> <p>资金方面，港股通净流入名单中仍然是以<b>新经济龙头</b>，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> ，还有<b>前期禁投令名单的企业</b>，<a target=\"_blank\" href=\"https://laohu8.com/S/CHL\">$中国移动(CHL)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/CEO\">$中海油(CEO)$</a> 为主。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/95c6467237b0fe4028227dfc837f0724\" tg-width=\"1368\" tg-height=\"818\">前期利空释放后，南下资金接棒外资，禁投令股票池里的高安全边际、高股息将会支撑呈现底部抬高。也包括前期受影响的$小米集团-W(01810)$ ，因为美资占比大致在15-20%左右，并不算大，往前看内资和亚洲基金大概率逐渐接棒美资，给股价带来修复机会。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/2950321a171845f662cbe49944196753\" tg-width=\"840\" tg-height=\"470\"><span>中国移动</span></p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b5c898a53a5fa738f19d7aa28d630f6f\" tg-width=\"840\" tg-height=\"470\"><span>中国海洋石油</span></p> <p>同时业绩确定性更强的<a target=\"_blank\" href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> ，也位居净流入榜单中。按照现有趋势，2021年南下资金将会超过万亿元，创历史之最。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4fba9286e23e628f8cabe9e24207accc\" tg-width=\"840\" tg-height=\"470\">沪深港通方面，上周外资通过陆股通净买入95.5亿元，创造了自１月8日以来最高，资金主要流向了<a target=\"_blank\" href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/000858\">$五粮液(000858)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/601012\">$隆基股份(601012)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a> 。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6ba510a5db2d348bf10aa93cf55a64a0\" tg-width=\"1405\" tg-height=\"804\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6\" tg-width=\"667\" tg-height=\"854\"><span style=\"color:rgba(99,89,89,1);\"><i>PS：更多的报告内容可以在APP-发现页面-机会栏目-老虎研选中查看。</i></span></p></body></html>","htmlText":"<html><head></head><body><p>港股市场上周继续延续高歌猛进的姿态，扮演着各大市场领航员的角色，对于更倚重流动性的港股市场来讲，在主要发达经济体保持宽松的情况下，我们继续看好恒指Q1保持强势表现，同时年内<a target=\"_blank\" href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 冲击33000点历史最强水平。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a215d2932f2a3f959a829775d1ad2587\" tg-width=\"1189\" tg-height=\"756\"><b>二、南下资金抱团抢筹再度上演</b></p> <p>资金方面，港股通净流入名单中仍然是以<b>新经济龙头</b>，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> ，还有<b>前期禁投令名单的企业</b>，<a target=\"_blank\" href=\"https://laohu8.com/S/CHL\">$中国移动(CHL)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/CEO\">$中海油(CEO)$</a> 为主。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/95c6467237b0fe4028227dfc837f0724\" tg-width=\"1368\" tg-height=\"818\">前期利空释放后，南下资金接棒外资，禁投令股票池里的高安全边际、高股息将会支撑呈现底部抬高。也包括前期受影响的$小米集团-W(01810)$ ，因为美资占比大致在15-20%左右，并不算大，往前看内资和亚洲基金大概率逐渐接棒美资，给股价带来修复机会。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/2950321a171845f662cbe49944196753\" tg-width=\"840\" tg-height=\"470\"><span>中国移动</span></p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b5c898a53a5fa738f19d7aa28d630f6f\" tg-width=\"840\" tg-height=\"470\"><span>中国海洋石油</span></p> <p>同时业绩确定性更强的<a target=\"_blank\" href=\"https://laohu8.com/S/00388\">$香港交易所(00388)$</a> ，也位居净流入榜单中。按照现有趋势，2021年南下资金将会超过万亿元，创历史之最。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4fba9286e23e628f8cabe9e24207accc\" tg-width=\"840\" tg-height=\"470\">沪深港通方面，上周外资通过陆股通净买入95.5亿元，创造了自１月8日以来最高，资金主要流向了<a target=\"_blank\" href=\"https://laohu8.com/S/300750\">$宁德时代(300750)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/000858\">$五粮液(000858)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/601012\">$隆基股份(601012)$</a> ，<a target=\"_blank\" href=\"https://laohu8.com/S/002714\">$牧原股份(002714)$</a> 。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/6ba510a5db2d348bf10aa93cf55a64a0\" tg-width=\"1405\" tg-height=\"804\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e1765144acda0365573baccb9a520dd6\" tg-width=\"667\" tg-height=\"854\"><span style=\"color:rgba(99,89,89,1);\"><i>PS：更多的报告内容可以在APP-发现页面-机会栏目-老虎研选中查看。</i></span></p></body></html>","text":"港股市场上周继续延续高歌猛进的姿态，扮演着各大市场领航员的角色，对于更倚重流动性的港股市场来讲，在主要发达经济体保持宽松的情况下，我们继续看好恒指Q1保持强势表现，同时年内$恒生指数(HSI)$ 冲击33000点历史最强水平。二、南下资金抱团抢筹再度上演 资金方面，港股通净流入名单中仍然是以新经济龙头，$腾讯控股(00700)$ 、$美团-W(03690)$ ，还有前期禁投令名单的企业，$中国移动(CHL)$ ，$中海油(CEO)$ 为主。前期利空释放后，南下资金接棒外资，禁投令股票池里的高安全边际、高股息将会支撑呈现底部抬高。也包括前期受影响的$小米集团-W(01810)$ ，因为美资占比大致在15-20%左右，并不算大，往前看内资和亚洲基金大概率逐渐接棒美资，给股价带来修复机会。 中国移动 中国海洋石油 同时业绩确定性更强的$香港交易所(00388)$ ，也位居净流入榜单中。按照现有趋势，2021年南下资金将会超过万亿元，创历史之最。 沪深港通方面，上周外资通过陆股通净买入95.5亿元，创造了自１月8日以来最高，资金主要流向了$宁德时代(300750)$ ，$五粮液(000858)$ ，$隆基股份(601012)$ ，$牧原股份(002714)$ 。PS：更多的报告内容可以在APP-发现页面-机会栏目-老虎研选中查看。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/360456870","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["002714","03690","CHL","601012","000858","00388","300750","HSI","00700","CEO","01810"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":939,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1720,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/360754398"}