作为外资机构配置中国优质资产的重要渠道港股市场吸引大量资金流入。港交所最新数据显示5月至7月末长线稳定型外资机构资金累计流入约677亿港元短线灵活型外资机构资金流入约162亿港元。不少优质港股获外资机构密集加仓。例如截至8月29日高盛(亚洲)证券有限公司对比亚迪股份H股的持股比例达到3.51%相较去年年末的2.3%大幅提升。国泰海通海外策略首席分析师吴信坤认为近期港股科技板块资金面已出现积极变化长短线外资机构资金一致性流入。(证券日报)。
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