【港股资金大挪移,银行板块成为新宠儿】港股市场正上演资金“乾坤大挪移”。Wind数据显示,6月资金通过港股通持有腾讯控股、小米集团和阿里巴巴的市值较上月下降逾400亿港元,已是连续第二个月下降。与此同时,资金正加速流向银行等高股息板块。一边是科技股回购潮起,企业自证价值低估;一边是高股息板块涨势如虹,政策红利持续释放。机构认为,哑铃型投资风格或将持续。

金融界
10 Jul
港股市场正上演资金“乾坤大挪移”。Wind数据显示,6月资金通过港股通持有腾讯控股、小米集团和阿里巴巴的市值较上月下降逾400亿港元,已是连续第二个月下降。与此同时,资金正加速流向银行等高股息板块。一边是科技股回购潮起,企业自证价值低估;一边是高股息板块涨势如虹,政策红利持续释放。机构认为,哑铃型投资风格或将持续。

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