美银证券发表报告，指港股近期在科网股带动下走高。港股三大指数恒指、国指及恒生科指本年至今分别累升约7%、9%及18%。升浪主要集中在2月春节之后，期内分别升6%、8%及12%。该行亦留意到港股日均成交由去年12月及今年1月的分别1,420亿及1,440亿元，升至2月至今的1,910亿元。强劲的日均成交及港股表现都明显支持港交所(00388.HK) ，维持“买入”评级，目标价349元。
该行提及南向资金自2022年起有逢低入市及趁高沽货的往迹。即使1月港股疲弱，南向资金录得2022年以来最强的1月净流入，达1,260亿港元。本年至今北水占港股日均成交约20%至24%，去年平均为18%。踏入2月，该行留意到北水流入放缓，同时外资开始加仓中国。(da/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-12 12:25。)
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