9月27日,港股市场成交额创下2021年7月以来新高,超过3100亿港元。随着美联储加息周期结束,增量资金可能重新回流港股,尤其是对具备长期增长前景的科技互联网等成长股。
数据显示,今年以来南下资金净买入总额持续上升,并逐步切入了科技、非必需消费等成长板块。7月末以来,南下资金明显增加了对信息科技、非必需消费行业的配置。
受此利好因素影响,跟踪恒生科技指数的华泰柏瑞南方东英恒生科技(QDII-ETF)基金当日大涨6.76%,成交额高达52.78亿元。该基金主要成份股阿里巴巴、美团、携程等均出现不同程度上涨。分析人士认为,基于上述资金面和投资者对科技股前景预期向好,推动了当日南方恒生科技等科技股走高。
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