段长
2021-02-15
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南下资金研究笔记：港股的投资主题如何配置？
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width=\"677\"/></center><center><img height=\"508\" src=\"http://img.zhitongcaijing.com/images/contentformat/eb7b1ff5ac5f926c82eca7cd40feb74f.jpg\" width=\"677\"/></center> </article></body></html>","source":"highlight_zhitongcaijin","collect":0,"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>南下资金研究笔记：港股的投资主题如何配置？</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/411736.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/source/image/82389.jpg?x-oss-process=image/format,jpg/quality,Q_100/resize,h_300","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/411736.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2110020695","content_text":"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，2021年在全球经济共振复苏、风险偏好提升、南下和海外资金共同流入等多重因素共振推动下，港股【明明白白的牛市】已在途中。并且随着以公募基金为代表的机构资金持续南下加仓，港股也将成为决定收益的重要因素、甚至主要矛盾。因此，新春佳节之际，我们重磅推出《南下资金研究笔记》，希望唤起广大投资者对于【南下资金】这一被市场所低估、且势必深刻影响未来港股市场的重要变量的关注。最后，国盛策略团队祝大家新春快乐!身体健康!万事顺心!收益长红!新的一年，我们将继续做好深度研究，提供最实战的市场分析，与您携手共攀高峰!","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"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":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/382160869"}
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