【华泰证券:A股策略配置型外资继续净流入】华泰证券研报表示,交易性资金、外资话语权有所增强:1)以融资资金为主的交易型资金持续净流入,上周融资活跃度仍处于2018年以来常态区间上沿(10%),考虑到AI应用、机器人等主题热度尚未交易至极致区间,交易型资金热度或仍有延续基础;2)配置型外资持续净流入,上周净流入创去年10月中旬以来高点,成为市场另一股边际增量资金,结构上主要以被动配置资金为主,主动配置资金或仍在观望;3)节后ETF资金进一步净流出。整体来看,资金面仍是增量行情,强度环比有所放缓。

金融界
18 Feb
华泰证券研报表示,交易性资金、外资话语权有所增强:1)以融资资金为主的交易型资金持续净流入,上周融资活跃度仍处于2018年以来常态区间上沿(10%),考虑到AI应用、机器人等主题热度尚未交易至极致区间,交易型资金热度或仍有延续基础;2)配置型外资持续净流入,上周净流入创去年10月中旬以来高点,成为市场另一股边际增量资金,结构上主要以被动配置资金为主,主动配置资金或仍在观望;3)节后ETF资金进一步净流出。整体来看,资金面仍是增量行情,强度环比有所放缓。

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