金吾财讯 | 明星科网股多数走强，截至发稿，百度集团-SW(09888)涨7.82%，腾讯音乐-SW(01698)涨5.03%，阿里巴巴-W(09988)涨4.65%，快手-W(01024)涨4.72%，哔哩哔哩-W(09626)涨3.36%，京东集团-SW(09618)涨3.02%，携程集团-S(09961)涨2.95%。消息面上，昨夜美股中概悉数上涨，纳斯达克中国金龙指数涨4.03%，美股中，百度收涨9.01%，携程网收涨8%，京东收涨4.75%，阿里巴巴收涨4.59%，腾讯音乐收涨4.06%，哔哩哔哩收涨3.92%。中金公司研报称，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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