【中金:今年南向还有多达8000亿港元流入空间 配置从高分红转向科技】金十数据3月18日讯,中金公司报告称,自上而下估算包括保险资金、公募、私募与个人在内的各类投资者,测算今年南向资金流入空间还有约6000亿-8000亿港元。分析师刘刚等报告表示,南向资金今年全年流入空间或达9500亿-1.1万亿港元,上述6000亿-8000亿港元为扣除年初至今的流入量所得,持股比例15%。保险资金方面,若港股配置占权益投资比例提升至20%,流入空间还有约3000亿-3500亿港元。去年底高分红仍是南向资金配置的主要方向之一,但2月以来南向资金流入开始高度聚焦科技股。
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