南向资金加仓港股消费!摩根士丹利:8 月这些股最火,2025 年流入榜出炉

智通财经网
Sep 08, 2025

摩根士丹利 9 月发布的《中国 / 香港消费板块 —— 亚太南向交易追踪报告》显示,2025 年 8 月,沪港通 / 深港通下的南向资金对港股消费股持续 “加仓”,35 只重点覆盖个股全数获资金流入;2025 年初至今,南向资金对多数港股消费股仍保持净增持态势,但板块分化特征明显。一、8 月南向资金:港股消费股获 “清一色” 加仓从整体表现来看,8 月南向资金对港股消费股的配置意愿持续提升:...

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