爆买!南向资金年内狂扫近万亿港元创纪录 神秘扫货清单曝光

21世纪经济报道
Aug 18, 2025

今年以来,南向资金爆发式增长。  Wind数据显示,截至8月18日,南向资金年内累计净流入超9400亿港元,创历史新高。  有券商预计,全年南向资金净流入规模有望超1.2万亿港元,将支撑港股行情向上。  21世纪经济报道记者发现,尽管近期港股的表现逊色于A股,但是大多数接受采访的港股机构投资者仍更看好港股的投资机会。  从配置策略看,当前南向资金主攻两大方向:一是低估值、高股息类资产,二是科技类...

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