【一批港股创新高!谁在买?基金经理加大配置】金十数据2月5日讯,2月开市以来,港股市场持续全面反弹,全年来看,恒生指数收复失地,年内指数表现翻红。尽管港股市场全年表现震荡,但是已有一批优质港股上市公司股价走出向上趋势行情,如金山云、老铺黄金、巨子生物、中芯国际H股等公司股价频频创造历史最高纪录。港股市场的反弹离不开国内资金的推动。数据显示,南下资金持续大额净流入港股市场,与此同时,公募基金主动增配港股,去年末的港股配置比例创历史新高。展望后市,机构认为海外因素对港股的压制有望迎来转机,处于历史低位区间的估值具备相当吸引力。具体公司来看,港股公司中的腾讯控股、阿里巴巴、小米集团、中国海洋石油、协鑫科技、中国铁塔、金山云、中芯国际H股等均获陆港通基金不同程度增持。
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