《大行》中银国际料今年北水净流入1.2万亿人民币 吁关注阿里、美团、中移、腾讯、中芯及理想

阿斯达克财经
Jun 23, 2025

中银国际发表研报指,虽然近期地缘政治风险上升,但香港银行同业拆息(HIBOR)持续低企,隔夜拆息仍接近零的水平,反映香港金融市场流动性仍较充裕。截至6月18日,南向交易录得强劲净流入,北水规模达6,507亿元人民币,按年增长104%,该行认为主要是来自经济复苏预期与地缘政治风险上升的双重因素所驱动,预测内地投资者配置港股需求将维持强劲,2025年全年北水净流入规模料将增长至1.2万亿元人民币,对比...

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