南下资金研究笔记:港股的投资主题如何配置?

智通财经网2021-02-12

本文转自微信公号“尧望后势”,作者:张启尧早在2020年4月,我们连续发布南下资金系列报告,率先强调【南下资金已成为港股主要矛盾】。伴随南下资金持续流入、抢夺港股定价权,港股历史大变局已经到来!2021年以来,南下资金爆发式流入港股。至今,港股通净流入规模已超过3400亿港元。带动港股市场持续上行。市场终于开始认识到南下资金的力量,我们一年前【南下改变港股】的判断也正逐渐成为市场共识。展望后续,...

Source Link
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Leave a comment
1