基金抄底港股，腾讯重登第一重仓股宝座_老虎社区_美港股上老虎

基金抄底港股，腾讯重登第一重仓股宝座

上海证券报 2023-01-31

去年11月以来，港股走出一轮凌厉的反弹行情。在此过程中，持续南下抄底的内资起到了较强的推动作用。根据最新披露的基金2022年四季报，公募基金去年四季度对港股进行了明显加仓，腾讯控股重新成为公募基金的港股第一大重仓股。多位基金经理认为，在基本面逐步好转以及流动性保持相对宽松的环境下，压制港股估值的因素已经显著缓解，今年港股表现值得期待。具体到行业，互联网、生物医药、消费等板块是基金经理重点关注的方向...

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·2023-01-31
毒奶[微笑] 今天腾讯暴跌
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