海外头部基金二季度大举加仓港股

4
2
Favorite

海外头部基金二季度大举加仓港股

上海证券报2021-08-25

今年以来，港股市场调整幅度较大，截至8月24日，恒生指数累计跌幅近5.52%，恒生中国企业指数跌15.27%，恒生科技指数跌超20%。但从20家海外头部基金二季度持仓情况看，多数海外机构借机增配港股，呈现“越跌越买”的态势。　　近期，海外基金二季度持仓数据基本披露完毕。对持有中国股票的20家海外头部基金前20大重仓股进行分析后，中信证券发现，二季度海外头部基金对中国股票持股环比提升0.1%至...

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.

Report

Comment（2）

plaispool
·2021-08-25
閱
Reply
Like
Report
与自己和解
·2021-08-25
666
Reply
Like
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2162080335?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com///dfscdn.dfcfw.com/download/D25151896938203332137.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","is_english":false,"pubTime":"2021-08-25 06:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2162080335","market":"hk","top_or_hot":-1,"title":"海外头部基金二季度大举加仓港股","media":"上海证券报","content":"<div>\n<p>今年以来，港股市场调整幅度较大，截至8月24日，恒生指数累计跌幅近5.52%，恒生中国企业指数跌15.27%，恒生科技指数跌超20%。但从20家海外头部基金二季度持仓情况看，多数海外机构借机增配港股，呈现“越跌越买”的态势。　　近期，海外基金二季度持仓数据基本披露完毕。对持有中国股票的20家海外头部基金前20大重仓股进行分析后，中信证券发现，二季度海外头部基金对中国股票持股环比提升0.1%至...</p>\n\n<a href=\"http://global.eastmoney.com/a/202108252062538631_0.html\">Source Link</a>\n\n</div>\n","source":"eastmoney_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海外头部基金二季度大举加仓港股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海外头部基金二季度大举加仓港股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 06:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://global.eastmoney.com/a/202108252062538631_0.html><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年以来，港股市场调整幅度较大，截至8月24日，恒生指数累计跌幅近5.52%，恒生中国企业指数跌15.27%，恒生科技指数跌超20%。但从20家海外头部基金二季度持仓情况看，多数海外机构借机增配港股，呈现“越跌越买”的态势。　　近期，海外基金二季度持仓数据基本披露完毕。对持有中国股票的20家海外头部基金前20大重仓股进行分析后，中信证券发现，二季度海外头部基金对中国股票持股环比提升0.1%至...</p>\n\n<a href=\"http://global.eastmoney.com/a/202108252062538631_0.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"QNETCN","symbol_name":"纳斯达克中美互联网老虎指数","start_time":0,"source_url":"http://global.eastmoney.com/a/202108252062538631_0.html","article_id":"2162080335","we_media_id":null,"thumbnails":["https://static.tigerbbs.com///dfscdn.dfcfw.com/download/D25151896938203332137.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2162080335","pubTimestamp":1629843240,"sourceInfo":{"source_id":"eastmoney_highlight","name":"东方财富网"},"weMediaInfo":null,"summary":"【海外头部基金，二季度大举加仓港股】今年以来，港股市场调整幅度较大。但从20家海外头部基金二季度持仓情况看，多数海外机构借机增配港股，呈现“越跌越买”的态势。对持有中国股票的20家海外头部基金前20大重仓股进行分析后，中信证券发现，二季度海外头部基金对中国股票持股环比提升0.1%至6214亿美元，其中港股持仓环比提升较大，持股金额增长438.4亿美元，达3916亿美元。（上海证券报）","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W","TCEHY":"腾讯控股ADR"},"translate_title":"Overseas head funds increased their positions in Hong Kong stocks in the second quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09988":0.6,"QNETCN":0.6,"TCEHY":0.6},"content_text":"今年以来，港股市场调整幅度较大，截至8月24日，恒生指数累计跌幅近5.52%，恒生中国企业指数跌15.27%，恒生科技指数跌超20%。但从20家海外头部基金二季度持仓情况看，多数海外机构借机增配港股，呈现“越跌越买”的态势。　　近期，海外基金二季度持仓数据基本披露完毕。对持有中国股票的20家海外头部基金前20大重仓股进行分析后，中信证券发现，二季度海外头部基金对中国股票持股环比提升0.1%至6214亿美元，其中港股持仓环比提升较大，持股金额增长438.4亿美元，达3916亿美元。　　其中，腾讯、阿里巴巴、美团、药明生物、中国平安成为上述海外基金持仓市值前五的股票。腾讯获19家海外基金持有，二季度持仓金额达1164.9亿美元，阿里巴巴、美团、药明生物、中国平安二季度被海外基金持仓的金额分别达528.2亿美元、406.6亿美元、280.1亿美元、271.5亿美元。　　此外，受海外基金青睐的港股还有招商银行、李宁、交通银行、建设银行、工商银行、新奥能源、比亚迪股份等。值得注意的是，银行板块在二季度普遍被海外基金减持，剔除股价影响因素后，招商银行、交通银行、建设银行、工商银行的实际减配金额分别为11.3亿美元、6.9亿美元、2.5亿美元、3.3亿美元。李宁、比亚迪股份等受海外基金青睐，剔除股价影响因素后，二季度实际增配金额达25.7亿美元、34.7亿美元。　　随着港股市场进行深度调整，看好港股机会的投资者日益增多。中金策略认为，从短期看，由于近期过度抛售，估值定价明显具有吸引力的板块将出现逢低买进机会，投资者有望从中受益。科技板块部分龙头个股估值已降至历史区间底部。　　此外，从持仓操作看，二季度海外基金对互联网龙头公司的态度明显分化。整体来看，拼多多、京东、百度遭海外基金减配，阿里巴巴、美团、腾讯等受青睐。据中信证券统计，剔除股价影响因素后，20家海外头部基金增持腾讯、阿里巴巴、美团的金额分别达30.4亿美元、139.8亿美元、142.2亿美元；拼多多、京东、百度被减持的金额分别为14.5亿美元、17.9亿美元、37.5亿美元。　　就中概股而言，海外基金在操作上也有较大分化。以互联网娱乐板块的哔哩哔哩为例，其获摩根大通增持，但被凯思博、SOROS FUND减持。（文章来源：上海证券报）","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":837908559,"gmtCreate":1629850872471,"gmtModify":1676530149670,"author":{"id":"3560652149389543","authorId":"3560652149389543","name":"plaispool","avatar":"https://static.tigerbbs.com/4e73f25703acab79329cb615cff70000","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3560652149389543","authorIdStr":"3560652149389543"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837908559","repostId":2162080335,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":837055270,"gmtCreate":1629849792490,"gmtModify":1676530148752,"author":{"id":"3549099455466846","authorId":"3549099455466846","name":"与自己和解","avatar":"https://static.tigerbbs.com/dc94b779311c444d6382902da3f10969","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3549099455466846","authorIdStr":"3549099455466846"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837055270","repostId":2162080335,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}