jester的个人主页 - 老虎社区

jester

jester

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0勋章

2021-10-26

$老虎证券(TIGR)$加油加油

2021-08-13

$SoFi Technologies Inc.(SOFI)$ 我看到很多大单的进来了，7万8万，万岁

2021-06-29

$SoFi Technologies Inc.(SOFI)$gogogo

2021-06-24

$AcuityAds Hldgs Inc.(ATY)$🐂🐂🐂

2021-06-16

$ContextLogic Inc.(WISH)$ @@

2021-06-10

$ContextLogic Inc.(WISH)$ 多空大战，拿稳住

2021-06-09

$高途(GOTU)$ wsb快点来

2021-06-02

$SoFi Technologies Inc.(SOFI)$加油加油

2021-05-26

$Social Capital Hedosophia Holdings Corp. V(IPOE)$加油加油

2021-02-16

$众安在线(06060)$🥰🥰🥰

2021-02-16

$众安在线(06060)$够了，受不了了，留点明天涨

2021-02-16

$众安在线(06060)$加油加油

2021-02-11

$众安在线(06060)$ 小安最爱你

2021-02-08

$众安在线(06060)$ 看好你，加油

2021-01-14

长期看好的公司

2021-01-14

$药明巨诺-B(02126)$ 加油加油，突然间飞起来

2021-01-13

今天的中国中车，电信，还有众安都大涨

太疯狂！南向资金7天扫货近千亿，港股魅力"爆表"

2021-01-11

$台积电(TSM)$你可以慢慢涨吗？多3天财报来了涨不上咋办勒

2021-01-03

没有更高，只有最高，今天33000了

比特币突破29500美元，再创新高

2020-12-14

$小米集团-W(01810)$ 上周五卖了[流泪]

去老虎APP查看更多动态

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加油加油，突然间飞起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335286186","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335928288,"gmtCreate":1610511023644,"gmtModify":1703744866907,"author":{"id":"3564213980915778","authorId":"3564213980915778","name":"jester","avatar":"https://static.tigerbbs.com/5494419752baa63294d462c90961f1c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564213980915778","idStr":"3564213980915778"},"themes":[],"htmlText":"今天的中国中车，电信，还有众安都大涨","listText":"今天的中国中车，电信，还有众安都大涨","text":"今天的中国中车，电信，还有众安都大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335928288","repostId":"1153547485","repostType":4,"repost":{"id":"1153547485","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1610498130,"share":"https://ttm.financial/m/news/1153547485?lang=&edition=full","pubTime":"2021-01-13 08:35","market":"hk","language":"zh","title":"太疯狂！南向资金7天扫货近千亿，港股魅力\"爆表\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1153547485","media":"券商中国","summary":"开年半个月，新基金发行市场火爆，这些资金都会流向A股吗？似乎不一定。券商中国记者发现，开年出现的16只“日光基”并不只投A股，其对港股的投资比例最高可达50%，若以机构对今年1月份新基金市场最高募集3","content":"<p>开年半个月，新基金发行市场火爆，这些资金都会流向A股吗？似乎不一定。</p><p>券商中国记者发现，开年出现的16只“日光基”并不只投A股，其对港股的投资比例最高可达50%，若以机构对今年1月份新基金市场最高募集3000亿的预测为依据，按照港股的投资比例计算，3000亿资金中最高可有1400亿资金流向港股。</p><p>值得一提的是，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元，这些资金有相当比例来自那些2020年在A股躺赚的基金经理，仓位开始南移。港股估值优势备受资金关注，机构普遍认为港股在今年或有机会，A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。</p><p><img src=\"https://static.tigerbbs.com/54299489a5d9ac320e116e1e13771619\" tg-width=\"718\" tg-height=\"581\"></p><p><b>3000亿资金都买A股吗？</b></p><p>1月12日，南方消费升级基金正在发行，募集上限为50亿资金，发行当日南方基金即发布基金提前结束募集公告。据公告，南方消费升级募集截至日期提前至1月12日，自1月13日(含)起不再接受认购申请。</p><p>统计数据显示，在七个交易日内，国内基金公司旗下16只偏股型基金产品实现一日售罄，已募集了至少1000亿资金。进一步根据东吴证券的预测，今年1月新发基金已披露的募集目标合计2480亿元，全月有望冲击2020年7月高点3000亿元，1月或将迎来基金发行规模新高。</p><p>券商中国记者根据招募说明书发现，上述16只偏股型基金产品，清一色将港股资产列为主要的投资对象，且投资比例基本一致。</p><p>根据南方消费升级基金披露的招募说明书，基金股票投资占基金资产的比例范围为60%-95%，其中港股通股票投资比例不得超过股票资产的50%。另以首募资金规模超百亿的博时汇兴回报基金为例，该基金投资股票资产占基金资产的比例为0%—95%，可同时投资A股、港股，其中港股通标的股票的投资比例为股票资产的0%-50%。</p><p>按照以上基金合同规定的上限，也就是说，内地基金发现市场火爆、日光基的密集出现，实际上正为港股市场带来显著利好，若按照东吴证券对今年1月份3000亿的募集目标看，按照基金合同的投资比例计算，内地流向香港股票市场的资金最高可达1400亿。</p><p>“这可能也将降低A股市场的资金预期，进来的这些资金并不是都会流入A股市场。”华南地区一位业内人士认为，在A股核心资产被基金抱团导致股价快速增长、估值高企的背景下，募集的资金是否会全部配置到A股资产上存在疑问，很可能通过港股通的通道分流出去。</p><p><b>基金经理股票仓位正在南移</b></p><p>统计数据也显示出，在跨入2021年后，主力资金南下的意图。</p><p>券商中国记者注意到，1月11日，南向资金净流入达195亿港元，创港股通开通以来最高。其中，沪市港股通净流入105.69亿港元，深市港股通净流入89.17亿港元。</p><p>实际上，这种情况自基金经理欣喜告别躺赚的2020年A股市场后，就已出现，基金经理2020年度排位赛刚刚落幕，南下资金的热情就开始升温，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元。</p><p>这些南向资金从哪里来？券商中国记者注意到，近期A股市场基金重仓股波动的现象值得关注，在相当程度上代表着基金经理为新年投资进行调仓的现象，尤其是在1月11日南向资金净流入创港股通历史新高之际，当日基金抱团股的松动迹象，显示出基金经理可能兑现了A股市场相对估值较高的标的。</p><p>考虑到目前市场上的主流基金产品，实际上大多将港股通列入最高50%的投资范围，基金经理在A股热门股票上的调仓操作，为这些基金经理配置港股公司提供了操作空间。</p><p>国内一位关注港股市场的基金经理向券商中国记者表示，2021年海外权益市场主要的机遇在于——港股在海外货币政策宽松和弱美元，叠加中国经济一枝独秀，同时国内信用环境偏紧，在上述多重利好支撑下，预计港股迎来盈利提升和估值回升的行情。</p><p>从数据上，部分大盘指数估值已明显超过近些年均值，呈现“过热”状态。</p><p><b>Wind数据显示，代表大蓝筹的沪深300目前市盈率为16.87倍，超过最近10年12.09倍的平均水平以及12.05倍的中位数水平，已和2015年的牛市顶峰接近。</b></p><p>而从具体的行业配置情况看，在基金抱团最为凶猛的新能源方面，估值高企的状况尤其明显，截至2021年1月12日，最近一年新能源主题类基金的平均涨幅已超过99%。在此背景下，一些基金经理及时兑现估值高企的新能源股票，部分基金基本完成调仓。</p><p>“我调仓的核心想法是这些标的泡沫化成分比较大，我还是想组合不要波动太大，那些股票弹性都非常强，它进入泡沫化区间，我没法把控。”华南地区的一位基金经理向券商中国记者指出，2021年A股市场的难度会大的多，白酒、医药在过去四、五年都在估值扩张，炒得很火，一直涨，但业绩却没有那么快，企业经营变化也没有那么大，上涨的逻辑一直都是估值扩张所驱动，但估值扩张不可能一直持续。</p><p>相对于基金抱团的A股资产而言，港股市场的估值优势备受关注。指数层面看，当前AH溢价指数为142处于较高水平，截至20年12月底恒指PE-TTM约15x，显著低于全球其他指数估值；从行业个股层面看，多数行业AH两地普遍还存在着较大的估值价差。</p><p>“A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。”光大证券在一份研究报告中认为，香港市场整体盈利的70%左右源自中资股，全市场盈利增速与中国内地经济密切相关。2021年上半年，低基数效应和全球经济大概率震荡复苏，内地经济有望保持较高增速，进而带动港股盈利高增长。港股作为离岸市场，对盈利趋势反映尤为充分，历史复盘看，内地经济基本面向好港股盈利增速向上时，港股走牛且相较A股有望获得更好的收益。</p><p>中泰证券首席经济学家李迅雷最近也指出，A股市场可能在2021年年中有调整的可能。对于白酒股的持续上扬，李迅雷认为，其中有一定的逻辑性，但涨的结构上有一点问题，有些不应该给更高估值，但表现很强劲。总体来说，要理性来看，更长远的角度来看。而对于港股市场，李迅雷认为，考虑到资本市场长期供给不足，陆港通规模扩大的背景下A+H溢价率扩大，即使2021年港股没机会，2022年也一定有机会。</p><p>嘉实瑞成基金经理张金涛也强调，伴随中概股回中国香港做二次上市，也慢慢的纳入到恒生指数里面去，现在指数的结构变得更加有成长性，港股具有估值低位、长期盈利向好、中长期流动性有望宽松和行业结构长期优化四大优势，2021年港股投资机会大概率强于A股。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n太疯狂！南向资金7天扫货近千亿，港股魅力\"爆表\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-01-13 08:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>开年半个月，新基金发行市场火爆，这些资金都会流向A股吗？似乎不一定。</p><p>券商中国记者发现，开年出现的16只“日光基”并不只投A股，其对港股的投资比例最高可达50%，若以机构对今年1月份新基金市场最高募集3000亿的预测为依据，按照港股的投资比例计算，3000亿资金中最高可有1400亿资金流向港股。</p><p>值得一提的是，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元，这些资金有相当比例来自那些2020年在A股躺赚的基金经理，仓位开始南移。港股估值优势备受资金关注，机构普遍认为港股在今年或有机会，A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。</p><p><img src=\"https://static.tigerbbs.com/54299489a5d9ac320e116e1e13771619\" tg-width=\"718\" tg-height=\"581\"></p><p><b>3000亿资金都买A股吗？</b></p><p>1月12日，南方消费升级基金正在发行，募集上限为50亿资金，发行当日南方基金即发布基金提前结束募集公告。据公告，南方消费升级募集截至日期提前至1月12日，自1月13日(含)起不再接受认购申请。</p><p>统计数据显示，在七个交易日内，国内基金公司旗下16只偏股型基金产品实现一日售罄，已募集了至少1000亿资金。进一步根据东吴证券的预测，今年1月新发基金已披露的募集目标合计2480亿元，全月有望冲击2020年7月高点3000亿元，1月或将迎来基金发行规模新高。</p><p>券商中国记者根据招募说明书发现，上述16只偏股型基金产品，清一色将港股资产列为主要的投资对象，且投资比例基本一致。</p><p>根据南方消费升级基金披露的招募说明书，基金股票投资占基金资产的比例范围为60%-95%，其中港股通股票投资比例不得超过股票资产的50%。另以首募资金规模超百亿的博时汇兴回报基金为例，该基金投资股票资产占基金资产的比例为0%—95%，可同时投资A股、港股，其中港股通标的股票的投资比例为股票资产的0%-50%。</p><p>按照以上基金合同规定的上限，也就是说，内地基金发现市场火爆、日光基的密集出现，实际上正为港股市场带来显著利好，若按照东吴证券对今年1月份3000亿的募集目标看，按照基金合同的投资比例计算，内地流向香港股票市场的资金最高可达1400亿。</p><p>“这可能也将降低A股市场的资金预期，进来的这些资金并不是都会流入A股市场。”华南地区一位业内人士认为，在A股核心资产被基金抱团导致股价快速增长、估值高企的背景下，募集的资金是否会全部配置到A股资产上存在疑问，很可能通过港股通的通道分流出去。</p><p><b>基金经理股票仓位正在南移</b></p><p>统计数据也显示出，在跨入2021年后，主力资金南下的意图。</p><p>券商中国记者注意到，1月11日，南向资金净流入达195亿港元，创港股通开通以来最高。其中，沪市港股通净流入105.69亿港元，深市港股通净流入89.17亿港元。</p><p>实际上，这种情况自基金经理欣喜告别躺赚的2020年A股市场后，就已出现，基金经理2020年度排位赛刚刚落幕，南下资金的热情就开始升温，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元。</p><p>这些南向资金从哪里来？券商中国记者注意到，近期A股市场基金重仓股波动的现象值得关注，在相当程度上代表着基金经理为新年投资进行调仓的现象，尤其是在1月11日南向资金净流入创港股通历史新高之际，当日基金抱团股的松动迹象，显示出基金经理可能兑现了A股市场相对估值较高的标的。</p><p>考虑到目前市场上的主流基金产品，实际上大多将港股通列入最高50%的投资范围，基金经理在A股热门股票上的调仓操作，为这些基金经理配置港股公司提供了操作空间。</p><p>国内一位关注港股市场的基金经理向券商中国记者表示，2021年海外权益市场主要的机遇在于——港股在海外货币政策宽松和弱美元，叠加中国经济一枝独秀，同时国内信用环境偏紧，在上述多重利好支撑下，预计港股迎来盈利提升和估值回升的行情。</p><p>从数据上，部分大盘指数估值已明显超过近些年均值，呈现“过热”状态。</p><p><b>Wind数据显示，代表大蓝筹的沪深300目前市盈率为16.87倍，超过最近10年12.09倍的平均水平以及12.05倍的中位数水平，已和2015年的牛市顶峰接近。</b></p><p>而从具体的行业配置情况看，在基金抱团最为凶猛的新能源方面，估值高企的状况尤其明显，截至2021年1月12日，最近一年新能源主题类基金的平均涨幅已超过99%。在此背景下，一些基金经理及时兑现估值高企的新能源股票，部分基金基本完成调仓。</p><p>“我调仓的核心想法是这些标的泡沫化成分比较大，我还是想组合不要波动太大，那些股票弹性都非常强，它进入泡沫化区间，我没法把控。”华南地区的一位基金经理向券商中国记者指出，2021年A股市场的难度会大的多，白酒、医药在过去四、五年都在估值扩张，炒得很火，一直涨，但业绩却没有那么快，企业经营变化也没有那么大，上涨的逻辑一直都是估值扩张所驱动，但估值扩张不可能一直持续。</p><p>相对于基金抱团的A股资产而言，港股市场的估值优势备受关注。指数层面看，当前AH溢价指数为142处于较高水平，截至20年12月底恒指PE-TTM约15x，显著低于全球其他指数估值；从行业个股层面看，多数行业AH两地普遍还存在着较大的估值价差。</p><p>“A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。”光大证券在一份研究报告中认为，香港市场整体盈利的70%左右源自中资股，全市场盈利增速与中国内地经济密切相关。2021年上半年，低基数效应和全球经济大概率震荡复苏，内地经济有望保持较高增速，进而带动港股盈利高增长。港股作为离岸市场，对盈利趋势反映尤为充分，历史复盘看，内地经济基本面向好港股盈利增速向上时，港股走牛且相较A股有望获得更好的收益。</p><p>中泰证券首席经济学家李迅雷最近也指出，A股市场可能在2021年年中有调整的可能。对于白酒股的持续上扬，李迅雷认为，其中有一定的逻辑性，但涨的结构上有一点问题，有些不应该给更高估值，但表现很强劲。总体来说，要理性来看，更长远的角度来看。而对于港股市场，李迅雷认为，考虑到资本市场长期供给不足，陆港通规模扩大的背景下A+H溢价率扩大，即使2021年港股没机会，2022年也一定有机会。</p><p>嘉实瑞成基金经理张金涛也强调，伴随中概股回中国香港做二次上市，也慢慢的纳入到恒生指数里面去，现在指数的结构变得更加有成长性，港股具有估值低位、长期盈利向好、中长期流动性有望宽松和行业结构长期优化四大优势，2021年港股投资机会大概率强于A股。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65d05e07b20ca74a43d75584e6127d10","relate_stocks":{"HSCCI":"红筹指数","HSI":"恒生指数","HSCEI":"国企指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153547485","content_text":"开年半个月，新基金发行市场火爆，这些资金都会流向A股吗？似乎不一定。券商中国记者发现，开年出现的16只“日光基”并不只投A股，其对港股的投资比例最高可达50%，若以机构对今年1月份新基金市场最高募集3000亿的预测为依据，按照港股的投资比例计算，3000亿资金中最高可有1400亿资金流向港股。值得一提的是，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元，这些资金有相当比例来自那些2020年在A股躺赚的基金经理，仓位开始南移。港股估值优势备受资金关注，机构普遍认为港股在今年或有机会，A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。3000亿资金都买A股吗？1月12日，南方消费升级基金正在发行，募集上限为50亿资金，发行当日南方基金即发布基金提前结束募集公告。据公告，南方消费升级募集截至日期提前至1月12日，自1月13日(含)起不再接受认购申请。统计数据显示，在七个交易日内，国内基金公司旗下16只偏股型基金产品实现一日售罄，已募集了至少1000亿资金。进一步根据东吴证券的预测，今年1月新发基金已披露的募集目标合计2480亿元，全月有望冲击2020年7月高点3000亿元，1月或将迎来基金发行规模新高。券商中国记者根据招募说明书发现，上述16只偏股型基金产品，清一色将港股资产列为主要的投资对象，且投资比例基本一致。根据南方消费升级基金披露的招募说明书，基金股票投资占基金资产的比例范围为60%-95%，其中港股通股票投资比例不得超过股票资产的50%。另以首募资金规模超百亿的博时汇兴回报基金为例，该基金投资股票资产占基金资产的比例为0%—95%，可同时投资A股、港股，其中港股通标的股票的投资比例为股票资产的0%-50%。按照以上基金合同规定的上限，也就是说，内地基金发现市场火爆、日光基的密集出现，实际上正为港股市场带来显著利好，若按照东吴证券对今年1月份3000亿的募集目标看，按照基金合同的投资比例计算，内地流向香港股票市场的资金最高可达1400亿。“这可能也将降低A股市场的资金预期，进来的这些资金并不是都会流入A股市场。”华南地区一位业内人士认为，在A股核心资产被基金抱团导致股价快速增长、估值高企的背景下，募集的资金是否会全部配置到A股资产上存在疑问，很可能通过港股通的通道分流出去。基金经理股票仓位正在南移统计数据也显示出，在跨入2021年后，主力资金南下的意图。券商中国记者注意到，1月11日，南向资金净流入达195亿港元，创港股通开通以来最高。其中，沪市港股通净流入105.69亿港元，深市港股通净流入89.17亿港元。实际上，这种情况自基金经理欣喜告别躺赚的2020年A股市场后，就已出现，基金经理2020年度排位赛刚刚落幕，南下资金的热情就开始升温，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元。这些南向资金从哪里来？券商中国记者注意到，近期A股市场基金重仓股波动的现象值得关注，在相当程度上代表着基金经理为新年投资进行调仓的现象，尤其是在1月11日南向资金净流入创港股通历史新高之际，当日基金抱团股的松动迹象，显示出基金经理可能兑现了A股市场相对估值较高的标的。考虑到目前市场上的主流基金产品，实际上大多将港股通列入最高50%的投资范围，基金经理在A股热门股票上的调仓操作，为这些基金经理配置港股公司提供了操作空间。国内一位关注港股市场的基金经理向券商中国记者表示，2021年海外权益市场主要的机遇在于——港股在海外货币政策宽松和弱美元，叠加中国经济一枝独秀，同时国内信用环境偏紧，在上述多重利好支撑下，预计港股迎来盈利提升和估值回升的行情。从数据上，部分大盘指数估值已明显超过近些年均值，呈现“过热”状态。Wind数据显示，代表大蓝筹的沪深300目前市盈率为16.87倍，超过最近10年12.09倍的平均水平以及12.05倍的中位数水平，已和2015年的牛市顶峰接近。而从具体的行业配置情况看，在基金抱团最为凶猛的新能源方面，估值高企的状况尤其明显，截至2021年1月12日，最近一年新能源主题类基金的平均涨幅已超过99%。在此背景下，一些基金经理及时兑现估值高企的新能源股票，部分基金基本完成调仓。“我调仓的核心想法是这些标的泡沫化成分比较大，我还是想组合不要波动太大，那些股票弹性都非常强，它进入泡沫化区间，我没法把控。”华南地区的一位基金经理向券商中国记者指出，2021年A股市场的难度会大的多，白酒、医药在过去四、五年都在估值扩张，炒得很火，一直涨，但业绩却没有那么快，企业经营变化也没有那么大，上涨的逻辑一直都是估值扩张所驱动，但估值扩张不可能一直持续。相对于基金抱团的A股资产而言，港股市场的估值优势备受关注。指数层面看，当前AH溢价指数为142处于较高水平，截至20年12月底恒指PE-TTM约15x，显著低于全球其他指数估值；从行业个股层面看，多数行业AH两地普遍还存在着较大的估值价差。“A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。”光大证券在一份研究报告中认为，香港市场整体盈利的70%左右源自中资股，全市场盈利增速与中国内地经济密切相关。2021年上半年，低基数效应和全球经济大概率震荡复苏，内地经济有望保持较高增速，进而带动港股盈利高增长。港股作为离岸市场，对盈利趋势反映尤为充分，历史复盘看，内地经济基本面向好港股盈利增速向上时，港股走牛且相较A股有望获得更好的收益。中泰证券首席经济学家李迅雷最近也指出，A股市场可能在2021年年中有调整的可能。对于白酒股的持续上扬，李迅雷认为，其中有一定的逻辑性，但涨的结构上有一点问题，有些不应该给更高估值，但表现很强劲。总体来说，要理性来看，更长远的角度来看。而对于港股市场，李迅雷认为，考虑到资本市场长期供给不足，陆港通规模扩大的背景下A+H溢价率扩大，即使2021年港股没机会，2022年也一定有机会。嘉实瑞成基金经理张金涛也强调，伴随中概股回中国香港做二次上市，也慢慢的纳入到恒生指数里面去，现在指数的结构变得更加有成长性，港股具有估值低位、长期盈利向好、中长期流动性有望宽松和行业结构长期优化四大优势，2021年港股投资机会大概率强于A股。","news_type":1,"symbols_score_info":{"HSCCI":0.9,"HSCEI":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332634163,"gmtCreate":1610377880752,"gmtModify":1703743955439,"author":{"id":"3564213980915778","authorId":"3564213980915778","name":"jester","avatar":"https://static.tigerbbs.com/5494419752baa63294d462c90961f1c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564213980915778","idStr":"3564213980915778"},"themes":[],"htmlText":"<a 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09:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月1日讯，比特币突破29500美元/枚，再创历史新高。</p><p>比特币由年初的7000多美元一路疯涨，直逼30000美元，累计暴涨逾三倍。虚拟货币交易所Bitfinex首席技术官Paolo Ardoino称，机构投资者的影响力是比特币当前牛市的重要原因，未来可能会看到更多散户入场，将该虚拟货币作为数字黄金进行投资。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8e7a6266784418dec934d26eb8ce628","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128619030","content_text":"1月1日讯，比特币突破29500美元/枚，再创历史新高。比特币由年初的7000多美元一路疯涨，直逼30000美元，累计暴涨逾三倍。虚拟货币交易所Bitfinex首席技术官Paolo Ardoino称，机构投资者的影响力是比特币当前牛市的重要原因，未来可能会看到更多散户入场，将该虚拟货币作为数字黄金进行投资。","news_type":1,"symbols_score_info":{"00863":0.9,"01499":0.9,"01611":0.9,"CAN":0.9,"BTCmain":0.9,"XBTmain":0.9,"GBTC":0.9}},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394998527,"gmtCreate":1607916675769,"gmtModify":1703850036891,"author":{"id":"3564213980915778","authorId":"3564213980915778","name":"jester","avatar":"https://static.tigerbbs.com/5494419752baa63294d462c90961f1c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564213980915778","idStr":"3564213980915778"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;上周五卖了[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>&nbsp;上周五卖了[流泪]&nbsp;","text":"$小米集团-W(01810)$ 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加油加油，突然间飞起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335286186","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335928288,"gmtCreate":1610511023644,"gmtModify":1703744866907,"author":{"id":"3564213980915778","authorId":"3564213980915778","name":"jester","avatar":"https://static.tigerbbs.com/5494419752baa63294d462c90961f1c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564213980915778","authorIdStr":"3564213980915778"},"themes":[],"htmlText":"今天的中国中车，电信，还有众安都大涨","listText":"今天的中国中车，电信，还有众安都大涨","text":"今天的中国中车，电信，还有众安都大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335928288","repostId":"1153547485","repostType":4,"repost":{"id":"1153547485","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1610498130,"share":"https://ttm.financial/m/news/1153547485?lang=&edition=full","pubTime":"2021-01-13 08:35","market":"hk","language":"zh","title":"太疯狂！南向资金7天扫货近千亿，港股魅力\"爆表\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1153547485","media":"券商中国","summary":"开年半个月，新基金发行市场火爆，这些资金都会流向A股吗？似乎不一定。券商中国记者发现，开年出现的16只“日光基”并不只投A股，其对港股的投资比例最高可达50%，若以机构对今年1月份新基金市场最高募集3","content":"<p>开年半个月，新基金发行市场火爆，这些资金都会流向A股吗？似乎不一定。</p><p>券商中国记者发现，开年出现的16只“日光基”并不只投A股，其对港股的投资比例最高可达50%，若以机构对今年1月份新基金市场最高募集3000亿的预测为依据，按照港股的投资比例计算，3000亿资金中最高可有1400亿资金流向港股。</p><p>值得一提的是，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元，这些资金有相当比例来自那些2020年在A股躺赚的基金经理，仓位开始南移。港股估值优势备受资金关注，机构普遍认为港股在今年或有机会，A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。</p><p><img src=\"https://static.tigerbbs.com/54299489a5d9ac320e116e1e13771619\" tg-width=\"718\" tg-height=\"581\"></p><p><b>3000亿资金都买A股吗？</b></p><p>1月12日，南方消费升级基金正在发行，募集上限为50亿资金，发行当日南方基金即发布基金提前结束募集公告。据公告，南方消费升级募集截至日期提前至1月12日，自1月13日(含)起不再接受认购申请。</p><p>统计数据显示，在七个交易日内，国内基金公司旗下16只偏股型基金产品实现一日售罄，已募集了至少1000亿资金。进一步根据东吴证券的预测，今年1月新发基金已披露的募集目标合计2480亿元，全月有望冲击2020年7月高点3000亿元，1月或将迎来基金发行规模新高。</p><p>券商中国记者根据招募说明书发现，上述16只偏股型基金产品，清一色将港股资产列为主要的投资对象，且投资比例基本一致。</p><p>根据南方消费升级基金披露的招募说明书，基金股票投资占基金资产的比例范围为60%-95%，其中港股通股票投资比例不得超过股票资产的50%。另以首募资金规模超百亿的博时汇兴回报基金为例，该基金投资股票资产占基金资产的比例为0%—95%，可同时投资A股、港股，其中港股通标的股票的投资比例为股票资产的0%-50%。</p><p>按照以上基金合同规定的上限，也就是说，内地基金发现市场火爆、日光基的密集出现，实际上正为港股市场带来显著利好，若按照东吴证券对今年1月份3000亿的募集目标看，按照基金合同的投资比例计算，内地流向香港股票市场的资金最高可达1400亿。</p><p>“这可能也将降低A股市场的资金预期，进来的这些资金并不是都会流入A股市场。”华南地区一位业内人士认为，在A股核心资产被基金抱团导致股价快速增长、估值高企的背景下，募集的资金是否会全部配置到A股资产上存在疑问，很可能通过港股通的通道分流出去。</p><p><b>基金经理股票仓位正在南移</b></p><p>统计数据也显示出，在跨入2021年后，主力资金南下的意图。</p><p>券商中国记者注意到，1月11日，南向资金净流入达195亿港元，创港股通开通以来最高。其中，沪市港股通净流入105.69亿港元，深市港股通净流入89.17亿港元。</p><p>实际上，这种情况自基金经理欣喜告别躺赚的2020年A股市场后，就已出现，基金经理2020年度排位赛刚刚落幕，南下资金的热情就开始升温，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元。</p><p>这些南向资金从哪里来？券商中国记者注意到，近期A股市场基金重仓股波动的现象值得关注，在相当程度上代表着基金经理为新年投资进行调仓的现象，尤其是在1月11日南向资金净流入创港股通历史新高之际，当日基金抱团股的松动迹象，显示出基金经理可能兑现了A股市场相对估值较高的标的。</p><p>考虑到目前市场上的主流基金产品，实际上大多将港股通列入最高50%的投资范围，基金经理在A股热门股票上的调仓操作，为这些基金经理配置港股公司提供了操作空间。</p><p>国内一位关注港股市场的基金经理向券商中国记者表示，2021年海外权益市场主要的机遇在于——港股在海外货币政策宽松和弱美元，叠加中国经济一枝独秀，同时国内信用环境偏紧，在上述多重利好支撑下，预计港股迎来盈利提升和估值回升的行情。</p><p>从数据上，部分大盘指数估值已明显超过近些年均值，呈现“过热”状态。</p><p><b>Wind数据显示，代表大蓝筹的沪深300目前市盈率为16.87倍，超过最近10年12.09倍的平均水平以及12.05倍的中位数水平，已和2015年的牛市顶峰接近。</b></p><p>而从具体的行业配置情况看，在基金抱团最为凶猛的新能源方面，估值高企的状况尤其明显，截至2021年1月12日，最近一年新能源主题类基金的平均涨幅已超过99%。在此背景下，一些基金经理及时兑现估值高企的新能源股票，部分基金基本完成调仓。</p><p>“我调仓的核心想法是这些标的泡沫化成分比较大，我还是想组合不要波动太大，那些股票弹性都非常强，它进入泡沫化区间，我没法把控。”华南地区的一位基金经理向券商中国记者指出，2021年A股市场的难度会大的多，白酒、医药在过去四、五年都在估值扩张，炒得很火，一直涨，但业绩却没有那么快，企业经营变化也没有那么大，上涨的逻辑一直都是估值扩张所驱动，但估值扩张不可能一直持续。</p><p>相对于基金抱团的A股资产而言，港股市场的估值优势备受关注。指数层面看，当前AH溢价指数为142处于较高水平，截至20年12月底恒指PE-TTM约15x，显著低于全球其他指数估值；从行业个股层面看，多数行业AH两地普遍还存在着较大的估值价差。</p><p>“A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。”光大证券在一份研究报告中认为，香港市场整体盈利的70%左右源自中资股，全市场盈利增速与中国内地经济密切相关。2021年上半年，低基数效应和全球经济大概率震荡复苏，内地经济有望保持较高增速，进而带动港股盈利高增长。港股作为离岸市场，对盈利趋势反映尤为充分，历史复盘看，内地经济基本面向好港股盈利增速向上时，港股走牛且相较A股有望获得更好的收益。</p><p>中泰证券首席经济学家李迅雷最近也指出，A股市场可能在2021年年中有调整的可能。对于白酒股的持续上扬，李迅雷认为，其中有一定的逻辑性，但涨的结构上有一点问题，有些不应该给更高估值，但表现很强劲。总体来说，要理性来看，更长远的角度来看。而对于港股市场，李迅雷认为，考虑到资本市场长期供给不足，陆港通规模扩大的背景下A+H溢价率扩大，即使2021年港股没机会，2022年也一定有机会。</p><p>嘉实瑞成基金经理张金涛也强调，伴随中概股回中国香港做二次上市，也慢慢的纳入到恒生指数里面去，现在指数的结构变得更加有成长性，港股具有估值低位、长期盈利向好、中长期流动性有望宽松和行业结构长期优化四大优势，2021年港股投资机会大概率强于A股。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n太疯狂！南向资金7天扫货近千亿，港股魅力\"爆表\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-01-13 08:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>开年半个月，新基金发行市场火爆，这些资金都会流向A股吗？似乎不一定。</p><p>券商中国记者发现，开年出现的16只“日光基”并不只投A股，其对港股的投资比例最高可达50%，若以机构对今年1月份新基金市场最高募集3000亿的预测为依据，按照港股的投资比例计算，3000亿资金中最高可有1400亿资金流向港股。</p><p>值得一提的是，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元，这些资金有相当比例来自那些2020年在A股躺赚的基金经理，仓位开始南移。港股估值优势备受资金关注，机构普遍认为港股在今年或有机会，A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。</p><p><img src=\"https://static.tigerbbs.com/54299489a5d9ac320e116e1e13771619\" tg-width=\"718\" tg-height=\"581\"></p><p><b>3000亿资金都买A股吗？</b></p><p>1月12日，南方消费升级基金正在发行，募集上限为50亿资金，发行当日南方基金即发布基金提前结束募集公告。据公告，南方消费升级募集截至日期提前至1月12日，自1月13日(含)起不再接受认购申请。</p><p>统计数据显示，在七个交易日内，国内基金公司旗下16只偏股型基金产品实现一日售罄，已募集了至少1000亿资金。进一步根据东吴证券的预测，今年1月新发基金已披露的募集目标合计2480亿元，全月有望冲击2020年7月高点3000亿元，1月或将迎来基金发行规模新高。</p><p>券商中国记者根据招募说明书发现，上述16只偏股型基金产品，清一色将港股资产列为主要的投资对象，且投资比例基本一致。</p><p>根据南方消费升级基金披露的招募说明书，基金股票投资占基金资产的比例范围为60%-95%，其中港股通股票投资比例不得超过股票资产的50%。另以首募资金规模超百亿的博时汇兴回报基金为例，该基金投资股票资产占基金资产的比例为0%—95%，可同时投资A股、港股，其中港股通标的股票的投资比例为股票资产的0%-50%。</p><p>按照以上基金合同规定的上限，也就是说，内地基金发现市场火爆、日光基的密集出现，实际上正为港股市场带来显著利好，若按照东吴证券对今年1月份3000亿的募集目标看，按照基金合同的投资比例计算，内地流向香港股票市场的资金最高可达1400亿。</p><p>“这可能也将降低A股市场的资金预期，进来的这些资金并不是都会流入A股市场。”华南地区一位业内人士认为，在A股核心资产被基金抱团导致股价快速增长、估值高企的背景下，募集的资金是否会全部配置到A股资产上存在疑问，很可能通过港股通的通道分流出去。</p><p><b>基金经理股票仓位正在南移</b></p><p>统计数据也显示出，在跨入2021年后，主力资金南下的意图。</p><p>券商中国记者注意到，1月11日，南向资金净流入达195亿港元，创港股通开通以来最高。其中，沪市港股通净流入105.69亿港元，深市港股通净流入89.17亿港元。</p><p>实际上，这种情况自基金经理欣喜告别躺赚的2020年A股市场后，就已出现，基金经理2020年度排位赛刚刚落幕，南下资金的热情就开始升温，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元。</p><p>这些南向资金从哪里来？券商中国记者注意到，近期A股市场基金重仓股波动的现象值得关注，在相当程度上代表着基金经理为新年投资进行调仓的现象，尤其是在1月11日南向资金净流入创港股通历史新高之际，当日基金抱团股的松动迹象，显示出基金经理可能兑现了A股市场相对估值较高的标的。</p><p>考虑到目前市场上的主流基金产品，实际上大多将港股通列入最高50%的投资范围，基金经理在A股热门股票上的调仓操作，为这些基金经理配置港股公司提供了操作空间。</p><p>国内一位关注港股市场的基金经理向券商中国记者表示，2021年海外权益市场主要的机遇在于——港股在海外货币政策宽松和弱美元，叠加中国经济一枝独秀，同时国内信用环境偏紧，在上述多重利好支撑下，预计港股迎来盈利提升和估值回升的行情。</p><p>从数据上，部分大盘指数估值已明显超过近些年均值，呈现“过热”状态。</p><p><b>Wind数据显示，代表大蓝筹的沪深300目前市盈率为16.87倍，超过最近10年12.09倍的平均水平以及12.05倍的中位数水平，已和2015年的牛市顶峰接近。</b></p><p>而从具体的行业配置情况看，在基金抱团最为凶猛的新能源方面，估值高企的状况尤其明显，截至2021年1月12日，最近一年新能源主题类基金的平均涨幅已超过99%。在此背景下，一些基金经理及时兑现估值高企的新能源股票，部分基金基本完成调仓。</p><p>“我调仓的核心想法是这些标的泡沫化成分比较大，我还是想组合不要波动太大，那些股票弹性都非常强，它进入泡沫化区间，我没法把控。”华南地区的一位基金经理向券商中国记者指出，2021年A股市场的难度会大的多，白酒、医药在过去四、五年都在估值扩张，炒得很火，一直涨，但业绩却没有那么快，企业经营变化也没有那么大，上涨的逻辑一直都是估值扩张所驱动，但估值扩张不可能一直持续。</p><p>相对于基金抱团的A股资产而言，港股市场的估值优势备受关注。指数层面看，当前AH溢价指数为142处于较高水平，截至20年12月底恒指PE-TTM约15x，显著低于全球其他指数估值；从行业个股层面看，多数行业AH两地普遍还存在着较大的估值价差。</p><p>“A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。”光大证券在一份研究报告中认为，香港市场整体盈利的70%左右源自中资股，全市场盈利增速与中国内地经济密切相关。2021年上半年，低基数效应和全球经济大概率震荡复苏，内地经济有望保持较高增速，进而带动港股盈利高增长。港股作为离岸市场，对盈利趋势反映尤为充分，历史复盘看，内地经济基本面向好港股盈利增速向上时，港股走牛且相较A股有望获得更好的收益。</p><p>中泰证券首席经济学家李迅雷最近也指出，A股市场可能在2021年年中有调整的可能。对于白酒股的持续上扬，李迅雷认为，其中有一定的逻辑性，但涨的结构上有一点问题，有些不应该给更高估值，但表现很强劲。总体来说，要理性来看，更长远的角度来看。而对于港股市场，李迅雷认为，考虑到资本市场长期供给不足，陆港通规模扩大的背景下A+H溢价率扩大，即使2021年港股没机会，2022年也一定有机会。</p><p>嘉实瑞成基金经理张金涛也强调，伴随中概股回中国香港做二次上市，也慢慢的纳入到恒生指数里面去，现在指数的结构变得更加有成长性，港股具有估值低位、长期盈利向好、中长期流动性有望宽松和行业结构长期优化四大优势，2021年港股投资机会大概率强于A股。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65d05e07b20ca74a43d75584e6127d10","relate_stocks":{"HSCCI":"红筹指数","HSI":"恒生指数","HSCEI":"国企指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153547485","content_text":"开年半个月，新基金发行市场火爆，这些资金都会流向A股吗？似乎不一定。券商中国记者发现，开年出现的16只“日光基”并不只投A股，其对港股的投资比例最高可达50%，若以机构对今年1月份新基金市场最高募集3000亿的预测为依据，按照港股的投资比例计算，3000亿资金中最高可有1400亿资金流向港股。值得一提的是，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元，这些资金有相当比例来自那些2020年在A股躺赚的基金经理，仓位开始南移。港股估值优势备受资金关注，机构普遍认为港股在今年或有机会，A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。3000亿资金都买A股吗？1月12日，南方消费升级基金正在发行，募集上限为50亿资金，发行当日南方基金即发布基金提前结束募集公告。据公告，南方消费升级募集截至日期提前至1月12日，自1月13日(含)起不再接受认购申请。统计数据显示，在七个交易日内，国内基金公司旗下16只偏股型基金产品实现一日售罄，已募集了至少1000亿资金。进一步根据东吴证券的预测，今年1月新发基金已披露的募集目标合计2480亿元，全月有望冲击2020年7月高点3000亿元，1月或将迎来基金发行规模新高。券商中国记者根据招募说明书发现，上述16只偏股型基金产品，清一色将港股资产列为主要的投资对象，且投资比例基本一致。根据南方消费升级基金披露的招募说明书，基金股票投资占基金资产的比例范围为60%-95%，其中港股通股票投资比例不得超过股票资产的50%。另以首募资金规模超百亿的博时汇兴回报基金为例，该基金投资股票资产占基金资产的比例为0%—95%，可同时投资A股、港股，其中港股通标的股票的投资比例为股票资产的0%-50%。按照以上基金合同规定的上限，也就是说，内地基金发现市场火爆、日光基的密集出现，实际上正为港股市场带来显著利好，若按照东吴证券对今年1月份3000亿的募集目标看，按照基金合同的投资比例计算，内地流向香港股票市场的资金最高可达1400亿。“这可能也将降低A股市场的资金预期，进来的这些资金并不是都会流入A股市场。”华南地区一位业内人士认为，在A股核心资产被基金抱团导致股价快速增长、估值高企的背景下，募集的资金是否会全部配置到A股资产上存在疑问，很可能通过港股通的通道分流出去。基金经理股票仓位正在南移统计数据也显示出，在跨入2021年后，主力资金南下的意图。券商中国记者注意到，1月11日，南向资金净流入达195亿港元，创港股通开通以来最高。其中，沪市港股通净流入105.69亿港元，深市港股通净流入89.17亿港元。实际上，这种情况自基金经理欣喜告别躺赚的2020年A股市场后，就已出现，基金经理2020年度排位赛刚刚落幕，南下资金的热情就开始升温，自1月4日起，南向资金已经连续七个交易日净买入在百亿元以上，截至2021年1月12日，南向资金今年累计净流入已逾950亿港元。这些南向资金从哪里来？券商中国记者注意到，近期A股市场基金重仓股波动的现象值得关注，在相当程度上代表着基金经理为新年投资进行调仓的现象，尤其是在1月11日南向资金净流入创港股通历史新高之际，当日基金抱团股的松动迹象，显示出基金经理可能兑现了A股市场相对估值较高的标的。考虑到目前市场上的主流基金产品，实际上大多将港股通列入最高50%的投资范围，基金经理在A股热门股票上的调仓操作，为这些基金经理配置港股公司提供了操作空间。国内一位关注港股市场的基金经理向券商中国记者表示，2021年海外权益市场主要的机遇在于——港股在海外货币政策宽松和弱美元，叠加中国经济一枝独秀，同时国内信用环境偏紧，在上述多重利好支撑下，预计港股迎来盈利提升和估值回升的行情。从数据上，部分大盘指数估值已明显超过近些年均值，呈现“过热”状态。Wind数据显示，代表大蓝筹的沪深300目前市盈率为16.87倍，超过最近10年12.09倍的平均水平以及12.05倍的中位数水平，已和2015年的牛市顶峰接近。而从具体的行业配置情况看，在基金抱团最为凶猛的新能源方面，估值高企的状况尤其明显，截至2021年1月12日，最近一年新能源主题类基金的平均涨幅已超过99%。在此背景下，一些基金经理及时兑现估值高企的新能源股票，部分基金基本完成调仓。“我调仓的核心想法是这些标的泡沫化成分比较大，我还是想组合不要波动太大，那些股票弹性都非常强，它进入泡沫化区间，我没法把控。”华南地区的一位基金经理向券商中国记者指出，2021年A股市场的难度会大的多，白酒、医药在过去四、五年都在估值扩张，炒得很火，一直涨，但业绩却没有那么快，企业经营变化也没有那么大，上涨的逻辑一直都是估值扩张所驱动，但估值扩张不可能一直持续。相对于基金抱团的A股资产而言，港股市场的估值优势备受关注。指数层面看，当前AH溢价指数为142处于较高水平，截至20年12月底恒指PE-TTM约15x，显著低于全球其他指数估值；从行业个股层面看，多数行业AH两地普遍还存在着较大的估值价差。“A股上涨2年多数估值已不便宜，当前恒生AH溢价指数仍在高位，对国内资金极有吸引力。”光大证券在一份研究报告中认为，香港市场整体盈利的70%左右源自中资股，全市场盈利增速与中国内地经济密切相关。2021年上半年，低基数效应和全球经济大概率震荡复苏，内地经济有望保持较高增速，进而带动港股盈利高增长。港股作为离岸市场，对盈利趋势反映尤为充分，历史复盘看，内地经济基本面向好港股盈利增速向上时，港股走牛且相较A股有望获得更好的收益。中泰证券首席经济学家李迅雷最近也指出，A股市场可能在2021年年中有调整的可能。对于白酒股的持续上扬，李迅雷认为，其中有一定的逻辑性，但涨的结构上有一点问题，有些不应该给更高估值，但表现很强劲。总体来说，要理性来看，更长远的角度来看。而对于港股市场，李迅雷认为，考虑到资本市场长期供给不足，陆港通规模扩大的背景下A+H溢价率扩大，即使2021年港股没机会，2022年也一定有机会。嘉实瑞成基金经理张金涛也强调，伴随中概股回中国香港做二次上市，也慢慢的纳入到恒生指数里面去，现在指数的结构变得更加有成长性，港股具有估值低位、长期盈利向好、中长期流动性有望宽松和行业结构长期优化四大优势，2021年港股投资机会大概率强于A股。","news_type":1,"symbols_score_info":{"HSCCI":0.9,"HSCEI":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332634163,"gmtCreate":1610377880752,"gmtModify":1703743955439,"author":{"id":"3564213980915778","authorId":"3564213980915778","name":"jester","avatar":"https://static.tigerbbs.com/5494419752baa63294d462c90961f1c1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564213980915778","authorIdStr":"3564213980915778"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>你可以慢慢涨吗？多3天财报来了涨不上咋办勒","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>你可以慢慢涨吗？多3天财报来了涨不上咋办勒","text":"$台积电(TSM)$你可以慢慢涨吗？多3天财报来了涨不上咋办勒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332634163","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}