过去一周,伊以停火协议达成推动市场修复,香港虚拟资产牌照发放进一步提振市场情绪。指数快速回暖反映的是在南向资金持续增配、外资关注度提升、本地资金面宽裕的综合作用下,市场流动性高度宽松放大了人民币资产重估的赔率优势,这一趋势或将贯穿全年。国泰海通海外策略研究团队分析,从各类投资主体出发拆解南下结构,历史上散户等资金是南下主力,但2025Q1险资、公募等机构资金推动港股通净流入创新高。不同类型投资者对...
Source Link过去一周,伊以停火协议达成推动市场修复,香港虚拟资产牌照发放进一步提振市场情绪。指数快速回暖反映的是在南向资金持续增配、外资关注度提升、本地资金面宽裕的综合作用下,市场流动性高度宽松放大了人民币资产重估的赔率优势,这一趋势或将贯穿全年。国泰海通海外策略研究团队分析,从各类投资主体出发拆解南下结构,历史上散户等资金是南下主力,但2025Q1险资、公募等机构资金推动港股通净流入创新高。不同类型投资者对...
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