瑞银财富管理投资总监办公室最新观点称在关税和贸易紧张局势备受关注之际港股通南下资金增加以及债券通南向通运行机制优化值得关注。今年上半年通过沪深港通南向投资的成交额占港股总成交额的23%而2024年为18%2020年仅为9%。瑞银强调随着新的利好因素出现中国科技股可能会继续表现优异继续看好在线游戏、云服务、在线旅游和电动车领域的头部公司。后续可能会有更多南向资金流入成长型和高股息股票尤其是金融、电信、能源和公用事业领域的部分国有企业。
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