毒奶[微笑] 今天腾_老虎社区_美港股上老虎

还有多深
2023-01-31

毒奶[微笑] 今天腾讯暴跌

基金抄底港股，腾讯重登第一重仓股宝座

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。

基金抄底港股，腾讯重登第一重仓股宝座

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INCOME PLUS \"AT\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0287142896.SGD":"Fidelity China Focus A-SGD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC"},"source_url":"https://finance.sina.com.cn/stock/hkstock/hkstocknews/2023-01-31/doc-imyczekc0212951.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2307739452","content_text":"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。公募基金提升港股仓位据华泰证券统计，截至去年四季度，公募基金的港股仓位由此前的4.3%上升至5.8%，大致修复至2020年四季度水平，但较2021年一季度初港股牛市时的8.6%仓位仍有一定差距。兴业证券在研报中称，截至去年四季度，主动偏股型基金的港股仓位显著提升。一方面，港股在去年四季度大幅回暖，恒生指数、恒生科技指数分别上涨14.86%、19.67%；另一方面，南向资金去年四季度流入额超1300亿元，较去年三季度明显提速。上述两大因素使公募的港股仓位大幅提升。从行业来看，公募持有港股资讯科技和医疗保健行业的仓位回升幅度较大，必选消费、能源和电讯的仓位则显著回落。具体来看，2022年四季度主动偏股型基金加仓较多的行业是资讯科技、医疗保健和金融，仓位分别提升了5.15、3.57、1.11个百分点。腾讯控股业绩有望恢复增长作为港股科技股龙头，腾讯控股在过去较长一段时间内表现低迷。不过，从去年10月下旬开始，腾讯控股走出一轮强劲的反弹行情，股价从188.63港元低点一度反弹至400港元上方。截至1月30日，腾讯控股最新收盘价为389港元。基金2022年四季报显示，腾讯控股已重新成为公募基金的港股第一大重仓股。兴业证券研报显示，截至2022年四季度，公募基金的港股前五大重仓股为腾讯控股、美团-w、药明生物、李宁和香港交易所，持股市值分别为398.82亿元、303.39亿元、120.95亿元、110.78亿元和110.61亿元。不少明星基金经理在去年四季度对腾讯控股大举加仓。以萧楠管理的易方达科顺定开混合为例，去年三季度，基金前十大重仓股中并未出现腾讯控股。但是，最新披露的四季报显示，截至去年四季度末，腾讯控股已成为基金第二大重仓股，持股市值占基金净值比重达8.34%。中信证券最近发布的一份研报认为，随着视频号商业化加速、新游戏陆续上线，腾讯控股2023年的业绩有望恢复增长。同时，随着降本增效工作的持续推进，其利润端有望进一步改善。压制港股估值的因素显著缓解多位基金经理在基金2022年四季报中预计，目前压制港股估值的因素已经显著缓解，互联网、生物医药、消费等行业是重点关注的领域。广发沪港深新机遇股票基金经理张东一表示，对2023年的市场更加乐观了。一方面，上市公司业绩将迎来上行周期；另一方面，股票估值有望迎来修复，动力来自流动性的相对宽松与风险偏好的回升。“我们继续看多港股市场，重点关注互联网、消费及医药生物等行业。”张东一称。万家沪港深蓝筹混合基金经理刘宏达表示，继续看好商业模式优秀的互联网、消费及生物医药等公司。“前期悲观的市场情绪刚好为我们提供了绝佳的买入机会，相信伴随宏观经济的稳步复苏以及市场情绪的好转，这些优秀公司将为投资者带来不错的绝对回报。”刘宏达说。汇丰晋信沪港深股票基金经理程彧表示，在当前市场环境下，主要看好医药、新能源、传统能源、消费及金融行业中的龙头公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1168,"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,"upFlag":false,"length":22,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}