和风同行的个人主页 - 老虎社区

和风同行

和风同行

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10-13

$小米集团-W(01810)$ 没救了

10-12

$小米集团ADR(XIACY)$ 盘后什么情况比亚迪也是，这么突然涨回来了

10-09

$小米集团-W(01810)$ 看到这增持的表现真的失望了，来回几次还不够五千万，隔壁小鹏亏损着都增持2.5亿，服了这个老6米

10-06

$小米集团-W(01810)$ 盘后会不会有回购的消息，跌了两个点是不错的机会

10-02

$小米集团-W(01810)$ 真的是操蛋，前两天回购个95万是啥意思，艹了吗的

09-19

$小米集团-W(01810)$ 雷军回购股票给点信心吧

09-14

现在中美又互掐脖子了，明天开盘真不敢看了。

港股“热情回归”？机构：多重利好因素堆叠，两大板块或有机遇

09-09

$Mixed Martial Arts Group(MMA)$ 这个tm的都有人炒

09-02

$小米集团-W(01810)$ 发生了什么

09-02

$小米集团-W(01810)$ 到你了吗，秀儿……

08-29

$小米集团-W(01810)$ 小米是不是要躲过这波牛市？偷偷摸摸的长？9月再不涨的话直接大减仓了。

08-12

$小米集团-W(01810)$ 上升趋势来了吗

08-07

$小米集团-W(01810)$ 傻大春，你要干什么！！！

07-29

$小米集团-W(01810)$ 离谱，涨不动，跌的倒挺快

07-18

$小米集团-W(01810)$ 真的想骂人

07-18

$小米集团-W(01810)$ 日

06-30

$小米集团-W(01810)$ 还没突破60……

06-27

$小米集团-W(01810)$ 美盘和港盘的涨幅为什么差别大么大，谁知道原因

05-27

$特斯拉(TSLA)$ 看不懂，不敢入，财报之后就一直涨，能有大佬告诉我原因吗？

03-06

Replying to @JUIZ:21年被列入过清单，不过影响不大。//@JUIZ:…中芯国际不是2020年就已经在清单里了吗 [冷漠]

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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 盘后会不会有回购的消息，跌了两个点是不错的机会","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 盘后会不会有回购的消息，跌了两个点是不错的机会","text":"$小米集团-W(01810)$ 盘后会不会有回购的消息，跌了两个点是不错的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/486230616260800","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"content":"不到3字头不会回购的，你得参考年初的价格","text":"不到3字头不会回购的，你得参考年初的价格","html":"不到3字头不会回购的，你得参考年初的价格"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484714645041600,"gmtCreate":1759367631684,"gmtModify":1759368773711,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 雷军回购股票给点信心吧","text":"$小米集团-W(01810)$ 雷军回购股票给点信心吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/480145176260960","isVote":1,"tweetType":1,"viewCount":2099,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203665752344410","authorId":"4203665752344410","name":"菠萝吹xue","avatar":"https://static.tigerbbs.com/c5420a8726c54afd5a96d8c8d2cde4c3","crmLevel":6,"crmLevelSwitch":0,"idStr":"4203665752344410","authorIdStr":"4203665752344410"},"content":"感觉不可能回购，只会稀释，雷军持有太高，当一天首富那群人急得不行，现在就是反复搓","text":"感觉不可能回购，只会稀释，雷军持有太高，当一天首富那群人急得不行，现在就是反复搓","html":"感觉不可能回购，只会稀释，雷军持有太高，当一天首富那群人急得不行，现在就是反复搓"},{"author":{"id":"3518174489286115","authorId":"3518174489286115","name":"洒落秋阳","avatar":"https://static.tigerbbs.com/2ad98e25badbb4648d73730171418e4a","crmLevel":7,"crmLevelSwitch":0,"idStr":"3518174489286115","authorIdStr":"3518174489286115"},"content":"忘了53增发的了，现在56回购不是亏了吗","text":"忘了53增发的了，现在56回购不是亏了吗","html":"忘了53增发的了，现在56回购不是亏了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478514995950016,"gmtCreate":1757856555200,"gmtModify":1757856557834,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"现在中美又互掐脖子了，明天开盘真不敢看了。","listText":"现在中美又互掐脖子了，明天开盘真不敢看了。","text":"现在中美又互掐脖子了，明天开盘真不敢看了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478514995950016","repostId":"1151841050","repostType":2,"repost":{"id":"1151841050","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":1757841799,"share":"https://www.laohu8.com/m/news/1151841050?lang=&edition=full","pubTime":"2025-09-14 17:23","market":"hk","language":"zh","title":"港股“热情回归”？机构：多重利好因素堆叠，两大板块或有机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=1151841050","media":"券商中国","summary":"具体到细分板块，多名机构人士指出，近期某头部互联网公司清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场；此外，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，因此多重利好因素堆叠下，恒生科技与消费板块或有机遇。科技与新消费具体到板块，多家公募指出，多重利好因素堆叠下，恒生科技与消费板块或有机遇。","content":"<html><head></head><body><p>近期在A股市场进入震荡整固之际，恒生指数却连续多日稳步上行，有公募人士分析指出，近期国内权益市场正呈现出资金明显流入H股的迹象，而某公募旗下10亿元规模的港股主题产品一日售罄便是例证。</p><p style=\"text-align: justify;\">具体到细分板块，多名机构人士指出，近期某头部互联网公司清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场；此外，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，因此多重利好因素堆叠下，恒生科技与消费板块或有机遇。</p><p><strong>港股“热情回归”？</strong></p><p style=\"text-align: justify;\">9月8日，华商港股通价值回报公告了基金提前结束募集的消息。这只9月8日开启募集的新产品当天就结束募集，成为近期主动型公募产品一日售罄的又一案例。据悉，这只基金主要投资港股通标的股票的偏股混合型基金，其中投资港股通标的股票的比例不低于非现金基金资产的80%。根据相关安排，该基金募集规模上限为10亿元人民币。</p><p style=\"text-align: justify;\">港股主题基金的一日售罄折射出当下资金对这一市场的热情依旧，在7月与8月内，恒生指数“仅”上涨4.18%，与同期沪深指数乃至创业板指的“猛攻”行情相比显得较为平淡。然而行情步入9月后，恒生指数表现得更为强势，且恒生科技已实现连续多日上涨，多只相关ETF产品净值亦有明显提升。</p><p style=\"text-align: justify;\">有基金经理指出，整体来看，近期国内权益市场正呈现出明显的资金从A股向H股切换的迹象，这一趋势的形成并非偶然，而是多方面因素共同作用的结果。</p><p style=\"text-align: justify;\">首先，从A股市场表现来看，8月底以来的连续上涨行情或需一段时间的整固——不仅指数在短期快速冲高后缺乏持续上行动力，市场内部的板块分化也愈发明显。“其中，此前备受追捧的CPO等热门板块，近期资金止盈迹象尤为突出，不少前期重仓该板块的资金开始逐步离场，导致板块内个股股价出现明显波动。”该基金经理表示。</p><p style=\"text-align: justify;\">与之形成鲜明对比的是港股市场，在经历了7月、8月两个月的震荡整理后，港股市场前期累积的高估值风险已得到充分释放，不少权重股的估值水平回落至历史相对低位，具备了较强的吸引力。前述基金经理认为，因此，在港股市场吸引力持续提升、资金虹吸效应不断显现的背景下，近期A股市场大概率将进入一段震荡调整期，以消化前期累积的获利盘，重新寻找市场平衡。</p><p style=\"text-align: justify;\">华安基金分析指出，前期港元流动性阶段性收紧压制了港股表现。展望未来，港股资金面有望宽松。随着港元兑美元升值，香港金管局已不必继续回笼资金以维持联系汇率，9月美联储大概率重启降息，美元、美债或维持震荡，届时美国资金有望外溢至新兴市场，港股或将部分承接外资回流。</p><p><strong>科技与新消费</strong></p><p style=\"text-align: justify;\">具体到板块，多家公募指出，多重利好因素堆叠下，恒生科技与消费板块或有机遇。</p><p style=\"text-align: justify;\">随着阿里巴巴股价创下近4年来新高，以及美团股价的低位盘整，华北某基金经理认为，一方面，此前因权重股之间“外卖大战”引发的市场竞争乱象，在监管部门的介入与引导下，有望逐步走向终结，这将有效减少行业内耗，改善相关权重股的盈利预期。</p><p style=\"text-align: justify;\">另一方面，以阿里巴巴为代表的港股科技巨头，近期持续加码AI领域布局，不断释放AI技术研发进展与商业化落地计划，其清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场，为港股市场注入了强劲动力。</p><p style=\"text-align: justify;\">此外，国投证券就在近期热度较高的报告《港股科技会跟上》提供了一个重要视角：以创业板指数为“锚点”，从60日滚动收益率差值来看，历史上创业板指和恒生科技两者存在明确交替轮动关系。</p><p style=\"text-align: justify;\">具体来看，当创业板指涨幅领先恒生科技20pct时，多数意味着恒生科技相对收益将迎来补涨（例外情况是2021年机构极致抱团行情，由于新能源导致产业基本面相差太大导致收益率差值扩大至30pct以上），这一数据或暗示：同样具有“机构重仓”和“反杠铃策略”属性的恒生科技，在创业板指大幅领涨接近新高的背景下有望迎来补涨。</p><p style=\"text-align: justify;\">华夏基金指出，总体来看，一旦美联储再度开启降息周期，或对港股科技板块形成实质性提振。降息带来的市场流动性宽松，将有利于国际资本流向风险偏好更高的资产，港股等新兴市场有望承接外溢的海外流动性。而外资偏好代表中国新经济动力的科技互联网板块，以及依托于国家信用体系的大金融板块。港股科技板块目前估值处于历史相对低估区间，并且囊括了中国AI核心资产，对于外资的吸引力或不断提升。</p><p style=\"text-align: justify;\">南方新兴消费增长基金经理郑诗韵认为，潮玩、美护、黄金珠宝等新消费企业，凭借产品创新展现出稀缺的高成长性，成为市场关注焦点，对相关赛道中长期的投资保持乐观，下半年相对预期更稳定，会更加关注企业自身的应对以及效果，外部波动带来的出口走向以及国内政策的延续性，都有待进一步观察和思考，目前仍然维持“多看少动”的思路，更着重于新消费股票阿尔法机会的挖掘。</p><p style=\"text-align: justify;\">在国泰海通证券看来，新消费是经济转型、人口迭代之下的产业结构性红利，体现为渠道裂变、品类创新及新市场开拓驱动个股业绩释放。借鉴日本历史，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，中长期维度对新消费行情仍有支撑。港股新消费含量更高、成长性较A股更明显，中长期消费理念迭代与人口结构变迁催化下，潮玩、美护、宠物等仍有投资价值。经过6月中旬以来的震荡调整后，国泰海通证券认为当下市场对新消费为代表的成长标的盈利预期修正相对充分。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股“热情回归”？机构：多重利好因素堆叠，两大板块或有机遇</title>\n<style 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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港股“热情回归”？机构：多重利好因素堆叠，两大板块或有机遇\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\">2025-09-14 17:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近期在A股市场进入震荡整固之际，恒生指数却连续多日稳步上行，有公募人士分析指出，近期国内权益市场正呈现出资金明显流入H股的迹象，而某公募旗下10亿元规模的港股主题产品一日售罄便是例证。</p><p style=\"text-align: justify;\">具体到细分板块，多名机构人士指出，近期某头部互联网公司清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场；此外，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，因此多重利好因素堆叠下，恒生科技与消费板块或有机遇。</p><p><strong>港股“热情回归”？</strong></p><p style=\"text-align: justify;\">9月8日，华商港股通价值回报公告了基金提前结束募集的消息。这只9月8日开启募集的新产品当天就结束募集，成为近期主动型公募产品一日售罄的又一案例。据悉，这只基金主要投资港股通标的股票的偏股混合型基金，其中投资港股通标的股票的比例不低于非现金基金资产的80%。根据相关安排，该基金募集规模上限为10亿元人民币。</p><p style=\"text-align: justify;\">港股主题基金的一日售罄折射出当下资金对这一市场的热情依旧，在7月与8月内，恒生指数“仅”上涨4.18%，与同期沪深指数乃至创业板指的“猛攻”行情相比显得较为平淡。然而行情步入9月后，恒生指数表现得更为强势，且恒生科技已实现连续多日上涨，多只相关ETF产品净值亦有明显提升。</p><p style=\"text-align: justify;\">有基金经理指出，整体来看，近期国内权益市场正呈现出明显的资金从A股向H股切换的迹象，这一趋势的形成并非偶然，而是多方面因素共同作用的结果。</p><p style=\"text-align: justify;\">首先，从A股市场表现来看，8月底以来的连续上涨行情或需一段时间的整固——不仅指数在短期快速冲高后缺乏持续上行动力，市场内部的板块分化也愈发明显。“其中，此前备受追捧的CPO等热门板块，近期资金止盈迹象尤为突出，不少前期重仓该板块的资金开始逐步离场，导致板块内个股股价出现明显波动。”该基金经理表示。</p><p style=\"text-align: justify;\">与之形成鲜明对比的是港股市场，在经历了7月、8月两个月的震荡整理后，港股市场前期累积的高估值风险已得到充分释放，不少权重股的估值水平回落至历史相对低位，具备了较强的吸引力。前述基金经理认为，因此，在港股市场吸引力持续提升、资金虹吸效应不断显现的背景下，近期A股市场大概率将进入一段震荡调整期，以消化前期累积的获利盘，重新寻找市场平衡。</p><p style=\"text-align: justify;\">华安基金分析指出，前期港元流动性阶段性收紧压制了港股表现。展望未来，港股资金面有望宽松。随着港元兑美元升值，香港金管局已不必继续回笼资金以维持联系汇率，9月美联储大概率重启降息，美元、美债或维持震荡，届时美国资金有望外溢至新兴市场，港股或将部分承接外资回流。</p><p><strong>科技与新消费</strong></p><p style=\"text-align: justify;\">具体到板块，多家公募指出，多重利好因素堆叠下，恒生科技与消费板块或有机遇。</p><p style=\"text-align: justify;\">随着阿里巴巴股价创下近4年来新高，以及美团股价的低位盘整，华北某基金经理认为，一方面，此前因权重股之间“外卖大战”引发的市场竞争乱象，在监管部门的介入与引导下，有望逐步走向终结，这将有效减少行业内耗，改善相关权重股的盈利预期。</p><p style=\"text-align: justify;\">另一方面，以阿里巴巴为代表的港股科技巨头，近期持续加码AI领域布局，不断释放AI技术研发进展与商业化落地计划，其清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场，为港股市场注入了强劲动力。</p><p style=\"text-align: justify;\">此外，国投证券就在近期热度较高的报告《港股科技会跟上》提供了一个重要视角：以创业板指数为“锚点”，从60日滚动收益率差值来看，历史上创业板指和恒生科技两者存在明确交替轮动关系。</p><p style=\"text-align: justify;\">具体来看，当创业板指涨幅领先恒生科技20pct时，多数意味着恒生科技相对收益将迎来补涨（例外情况是2021年机构极致抱团行情，由于新能源导致产业基本面相差太大导致收益率差值扩大至30pct以上），这一数据或暗示：同样具有“机构重仓”和“反杠铃策略”属性的恒生科技，在创业板指大幅领涨接近新高的背景下有望迎来补涨。</p><p style=\"text-align: justify;\">华夏基金指出，总体来看，一旦美联储再度开启降息周期，或对港股科技板块形成实质性提振。降息带来的市场流动性宽松，将有利于国际资本流向风险偏好更高的资产，港股等新兴市场有望承接外溢的海外流动性。而外资偏好代表中国新经济动力的科技互联网板块，以及依托于国家信用体系的大金融板块。港股科技板块目前估值处于历史相对低估区间，并且囊括了中国AI核心资产，对于外资的吸引力或不断提升。</p><p style=\"text-align: justify;\">南方新兴消费增长基金经理郑诗韵认为，潮玩、美护、黄金珠宝等新消费企业，凭借产品创新展现出稀缺的高成长性，成为市场关注焦点，对相关赛道中长期的投资保持乐观，下半年相对预期更稳定，会更加关注企业自身的应对以及效果，外部波动带来的出口走向以及国内政策的延续性，都有待进一步观察和思考，目前仍然维持“多看少动”的思路，更着重于新消费股票阿尔法机会的挖掘。</p><p style=\"text-align: justify;\">在国泰海通证券看来，新消费是经济转型、人口迭代之下的产业结构性红利，体现为渠道裂变、品类创新及新市场开拓驱动个股业绩释放。借鉴日本历史，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，中长期维度对新消费行情仍有支撑。港股新消费含量更高、成长性较A股更明显，中长期消费理念迭代与人口结构变迁催化下，潮玩、美护、宠物等仍有投资价值。经过6月中旬以来的震荡调整后，国泰海通证券认为当下市场对新消费为代表的成长标的盈利预期修正相对充分。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151841050","content_text":"近期在A股市场进入震荡整固之际，恒生指数却连续多日稳步上行，有公募人士分析指出，近期国内权益市场正呈现出资金明显流入H股的迹象，而某公募旗下10亿元规模的港股主题产品一日售罄便是例证。具体到细分板块，多名机构人士指出，近期某头部互联网公司清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场；此外，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，因此多重利好因素堆叠下，恒生科技与消费板块或有机遇。港股“热情回归”？9月8日，华商港股通价值回报公告了基金提前结束募集的消息。这只9月8日开启募集的新产品当天就结束募集，成为近期主动型公募产品一日售罄的又一案例。据悉，这只基金主要投资港股通标的股票的偏股混合型基金，其中投资港股通标的股票的比例不低于非现金基金资产的80%。根据相关安排，该基金募集规模上限为10亿元人民币。港股主题基金的一日售罄折射出当下资金对这一市场的热情依旧，在7月与8月内，恒生指数“仅”上涨4.18%，与同期沪深指数乃至创业板指的“猛攻”行情相比显得较为平淡。然而行情步入9月后，恒生指数表现得更为强势，且恒生科技已实现连续多日上涨，多只相关ETF产品净值亦有明显提升。有基金经理指出，整体来看，近期国内权益市场正呈现出明显的资金从A股向H股切换的迹象，这一趋势的形成并非偶然，而是多方面因素共同作用的结果。首先，从A股市场表现来看，8月底以来的连续上涨行情或需一段时间的整固——不仅指数在短期快速冲高后缺乏持续上行动力，市场内部的板块分化也愈发明显。“其中，此前备受追捧的CPO等热门板块，近期资金止盈迹象尤为突出，不少前期重仓该板块的资金开始逐步离场，导致板块内个股股价出现明显波动。”该基金经理表示。与之形成鲜明对比的是港股市场，在经历了7月、8月两个月的震荡整理后，港股市场前期累积的高估值风险已得到充分释放，不少权重股的估值水平回落至历史相对低位，具备了较强的吸引力。前述基金经理认为，因此，在港股市场吸引力持续提升、资金虹吸效应不断显现的背景下，近期A股市场大概率将进入一段震荡调整期，以消化前期累积的获利盘，重新寻找市场平衡。华安基金分析指出，前期港元流动性阶段性收紧压制了港股表现。展望未来，港股资金面有望宽松。随着港元兑美元升值，香港金管局已不必继续回笼资金以维持联系汇率，9月美联储大概率重启降息，美元、美债或维持震荡，届时美国资金有望外溢至新兴市场，港股或将部分承接外资回流。科技与新消费具体到板块，多家公募指出，多重利好因素堆叠下，恒生科技与消费板块或有机遇。随着阿里巴巴股价创下近4年来新高，以及美团股价的低位盘整，华北某基金经理认为，一方面，此前因权重股之间“外卖大战”引发的市场竞争乱象，在监管部门的介入与引导下，有望逐步走向终结，这将有效减少行业内耗，改善相关权重股的盈利预期。另一方面，以阿里巴巴为代表的港股科技巨头，近期持续加码AI领域布局，不断释放AI技术研发进展与商业化落地计划，其清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场，为港股市场注入了强劲动力。此外，国投证券就在近期热度较高的报告《港股科技会跟上》提供了一个重要视角：以创业板指数为“锚点”，从60日滚动收益率差值来看，历史上创业板指和恒生科技两者存在明确交替轮动关系。具体来看，当创业板指涨幅领先恒生科技20pct时，多数意味着恒生科技相对收益将迎来补涨（例外情况是2021年机构极致抱团行情，由于新能源导致产业基本面相差太大导致收益率差值扩大至30pct以上），这一数据或暗示：同样具有“机构重仓”和“反杠铃策略”属性的恒生科技，在创业板指大幅领涨接近新高的背景下有望迎来补涨。华夏基金指出，总体来看，一旦美联储再度开启降息周期，或对港股科技板块形成实质性提振。降息带来的市场流动性宽松，将有利于国际资本流向风险偏好更高的资产，港股等新兴市场有望承接外溢的海外流动性。而外资偏好代表中国新经济动力的科技互联网板块，以及依托于国家信用体系的大金融板块。港股科技板块目前估值处于历史相对低估区间，并且囊括了中国AI核心资产，对于外资的吸引力或不断提升。南方新兴消费增长基金经理郑诗韵认为，潮玩、美护、黄金珠宝等新消费企业，凭借产品创新展现出稀缺的高成长性，成为市场关注焦点，对相关赛道中长期的投资保持乐观，下半年相对预期更稳定，会更加关注企业自身的应对以及效果，外部波动带来的出口走向以及国内政策的延续性，都有待进一步观察和思考，目前仍然维持“多看少动”的思路，更着重于新消费股票阿尔法机会的挖掘。在国泰海通证券看来，新消费是经济转型、人口迭代之下的产业结构性红利，体现为渠道裂变、品类创新及新市场开拓驱动个股业绩释放。借鉴日本历史，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，中长期维度对新消费行情仍有支撑。港股新消费含量更高、成长性较A股更明显，中长期消费理念迭代与人口结构变迁催化下，潮玩、美护、宠物等仍有投资价值。经过6月中旬以来的震荡调整后，国泰海通证券认为当下市场对新消费为代表的成长标的盈利预期修正相对充分。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476799965204712,"gmtCreate":1757428363480,"gmtModify":1757429353102,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"<a 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盘后会不会有回购的消息，跌了两个点是不错的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/486230616260800","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"content":"不到3字头不会回购的，你得参考年初的价格","text":"不到3字头不会回购的，你得参考年初的价格","html":"不到3字头不会回购的，你得参考年初的价格"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488255171564288,"gmtCreate":1760230002190,"gmtModify":1760230004029,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"<a 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没救了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488673614181080","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487202655948920,"gmtCreate":1759975086548,"gmtModify":1759975755552,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 看到这增持的表现真的失望了，来回几次还不够五千万，隔壁小鹏亏损着都增持2.5亿，服了这个老6米","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 看到这增持的表现真的失望了，来回几次还不够五千万，隔壁小鹏亏损着都增持2.5亿，服了这个老6米","text":"$小米集团-W(01810)$ 看到这增持的表现真的失望了，来回几次还不够五千万，隔壁小鹏亏损着都增持2.5亿，服了这个老6米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487202655948920","isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484714645041600,"gmtCreate":1759367631684,"gmtModify":1759368773711,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 真的是操蛋，前两天回购个95万是啥意思，艹了吗的","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 真的是操蛋，前两天回购个95万是啥意思，艹了吗的","text":"$小米集团-W(01810)$ 真的是操蛋，前两天回购个95万是啥意思，艹了吗的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484714645041600","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478514995950016,"gmtCreate":1757856555200,"gmtModify":1757856557834,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"现在中美又互掐脖子了，明天开盘真不敢看了。","listText":"现在中美又互掐脖子了，明天开盘真不敢看了。","text":"现在中美又互掐脖子了，明天开盘真不敢看了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478514995950016","repostId":"1151841050","repostType":2,"repost":{"id":"1151841050","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":1757841799,"share":"https://www.laohu8.com/m/news/1151841050?lang=&edition=full","pubTime":"2025-09-14 17:23","market":"hk","language":"zh","title":"港股“热情回归”？机构：多重利好因素堆叠，两大板块或有机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=1151841050","media":"券商中国","summary":"具体到细分板块，多名机构人士指出，近期某头部互联网公司清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场；此外，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，因此多重利好因素堆叠下，恒生科技与消费板块或有机遇。科技与新消费具体到板块，多家公募指出，多重利好因素堆叠下，恒生科技与消费板块或有机遇。","content":"<html><head></head><body><p>近期在A股市场进入震荡整固之际，恒生指数却连续多日稳步上行，有公募人士分析指出，近期国内权益市场正呈现出资金明显流入H股的迹象，而某公募旗下10亿元规模的港股主题产品一日售罄便是例证。</p><p style=\"text-align: justify;\">具体到细分板块，多名机构人士指出，近期某头部互联网公司清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场；此外，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，因此多重利好因素堆叠下，恒生科技与消费板块或有机遇。</p><p><strong>港股“热情回归”？</strong></p><p style=\"text-align: justify;\">9月8日，华商港股通价值回报公告了基金提前结束募集的消息。这只9月8日开启募集的新产品当天就结束募集，成为近期主动型公募产品一日售罄的又一案例。据悉，这只基金主要投资港股通标的股票的偏股混合型基金，其中投资港股通标的股票的比例不低于非现金基金资产的80%。根据相关安排，该基金募集规模上限为10亿元人民币。</p><p style=\"text-align: justify;\">港股主题基金的一日售罄折射出当下资金对这一市场的热情依旧，在7月与8月内，恒生指数“仅”上涨4.18%，与同期沪深指数乃至创业板指的“猛攻”行情相比显得较为平淡。然而行情步入9月后，恒生指数表现得更为强势，且恒生科技已实现连续多日上涨，多只相关ETF产品净值亦有明显提升。</p><p style=\"text-align: justify;\">有基金经理指出，整体来看，近期国内权益市场正呈现出明显的资金从A股向H股切换的迹象，这一趋势的形成并非偶然，而是多方面因素共同作用的结果。</p><p style=\"text-align: justify;\">首先，从A股市场表现来看，8月底以来的连续上涨行情或需一段时间的整固——不仅指数在短期快速冲高后缺乏持续上行动力，市场内部的板块分化也愈发明显。“其中，此前备受追捧的CPO等热门板块，近期资金止盈迹象尤为突出，不少前期重仓该板块的资金开始逐步离场，导致板块内个股股价出现明显波动。”该基金经理表示。</p><p style=\"text-align: justify;\">与之形成鲜明对比的是港股市场，在经历了7月、8月两个月的震荡整理后，港股市场前期累积的高估值风险已得到充分释放，不少权重股的估值水平回落至历史相对低位，具备了较强的吸引力。前述基金经理认为，因此，在港股市场吸引力持续提升、资金虹吸效应不断显现的背景下，近期A股市场大概率将进入一段震荡调整期，以消化前期累积的获利盘，重新寻找市场平衡。</p><p style=\"text-align: justify;\">华安基金分析指出，前期港元流动性阶段性收紧压制了港股表现。展望未来，港股资金面有望宽松。随着港元兑美元升值，香港金管局已不必继续回笼资金以维持联系汇率，9月美联储大概率重启降息，美元、美债或维持震荡，届时美国资金有望外溢至新兴市场，港股或将部分承接外资回流。</p><p><strong>科技与新消费</strong></p><p style=\"text-align: justify;\">具体到板块，多家公募指出，多重利好因素堆叠下，恒生科技与消费板块或有机遇。</p><p style=\"text-align: justify;\">随着阿里巴巴股价创下近4年来新高，以及美团股价的低位盘整，华北某基金经理认为，一方面，此前因权重股之间“外卖大战”引发的市场竞争乱象，在监管部门的介入与引导下，有望逐步走向终结，这将有效减少行业内耗，改善相关权重股的盈利预期。</p><p style=\"text-align: justify;\">另一方面，以阿里巴巴为代表的港股科技巨头，近期持续加码AI领域布局，不断释放AI技术研发进展与商业化落地计划，其清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场，为港股市场注入了强劲动力。</p><p style=\"text-align: justify;\">此外，国投证券就在近期热度较高的报告《港股科技会跟上》提供了一个重要视角：以创业板指数为“锚点”，从60日滚动收益率差值来看，历史上创业板指和恒生科技两者存在明确交替轮动关系。</p><p style=\"text-align: justify;\">具体来看，当创业板指涨幅领先恒生科技20pct时，多数意味着恒生科技相对收益将迎来补涨（例外情况是2021年机构极致抱团行情，由于新能源导致产业基本面相差太大导致收益率差值扩大至30pct以上），这一数据或暗示：同样具有“机构重仓”和“反杠铃策略”属性的恒生科技，在创业板指大幅领涨接近新高的背景下有望迎来补涨。</p><p style=\"text-align: justify;\">华夏基金指出，总体来看，一旦美联储再度开启降息周期，或对港股科技板块形成实质性提振。降息带来的市场流动性宽松，将有利于国际资本流向风险偏好更高的资产，港股等新兴市场有望承接外溢的海外流动性。而外资偏好代表中国新经济动力的科技互联网板块，以及依托于国家信用体系的大金融板块。港股科技板块目前估值处于历史相对低估区间，并且囊括了中国AI核心资产，对于外资的吸引力或不断提升。</p><p style=\"text-align: justify;\">南方新兴消费增长基金经理郑诗韵认为，潮玩、美护、黄金珠宝等新消费企业，凭借产品创新展现出稀缺的高成长性，成为市场关注焦点，对相关赛道中长期的投资保持乐观，下半年相对预期更稳定，会更加关注企业自身的应对以及效果，外部波动带来的出口走向以及国内政策的延续性，都有待进一步观察和思考，目前仍然维持“多看少动”的思路，更着重于新消费股票阿尔法机会的挖掘。</p><p style=\"text-align: justify;\">在国泰海通证券看来，新消费是经济转型、人口迭代之下的产业结构性红利，体现为渠道裂变、品类创新及新市场开拓驱动个股业绩释放。借鉴日本历史，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，中长期维度对新消费行情仍有支撑。港股新消费含量更高、成长性较A股更明显，中长期消费理念迭代与人口结构变迁催化下，潮玩、美护、宠物等仍有投资价值。经过6月中旬以来的震荡调整后，国泰海通证券认为当下市场对新消费为代表的成长标的盈利预期修正相对充分。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股“热情回归”？机构：多重利好因素堆叠，两大板块或有机遇</title>\n<style 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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港股“热情回归”？机构：多重利好因素堆叠，两大板块或有机遇\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\">2025-09-14 17:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近期在A股市场进入震荡整固之际，恒生指数却连续多日稳步上行，有公募人士分析指出，近期国内权益市场正呈现出资金明显流入H股的迹象，而某公募旗下10亿元规模的港股主题产品一日售罄便是例证。</p><p style=\"text-align: justify;\">具体到细分板块，多名机构人士指出，近期某头部互联网公司清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场；此外，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，因此多重利好因素堆叠下，恒生科技与消费板块或有机遇。</p><p><strong>港股“热情回归”？</strong></p><p style=\"text-align: justify;\">9月8日，华商港股通价值回报公告了基金提前结束募集的消息。这只9月8日开启募集的新产品当天就结束募集，成为近期主动型公募产品一日售罄的又一案例。据悉，这只基金主要投资港股通标的股票的偏股混合型基金，其中投资港股通标的股票的比例不低于非现金基金资产的80%。根据相关安排，该基金募集规模上限为10亿元人民币。</p><p style=\"text-align: justify;\">港股主题基金的一日售罄折射出当下资金对这一市场的热情依旧，在7月与8月内，恒生指数“仅”上涨4.18%，与同期沪深指数乃至创业板指的“猛攻”行情相比显得较为平淡。然而行情步入9月后，恒生指数表现得更为强势，且恒生科技已实现连续多日上涨，多只相关ETF产品净值亦有明显提升。</p><p style=\"text-align: justify;\">有基金经理指出，整体来看，近期国内权益市场正呈现出明显的资金从A股向H股切换的迹象，这一趋势的形成并非偶然，而是多方面因素共同作用的结果。</p><p style=\"text-align: justify;\">首先，从A股市场表现来看，8月底以来的连续上涨行情或需一段时间的整固——不仅指数在短期快速冲高后缺乏持续上行动力，市场内部的板块分化也愈发明显。“其中，此前备受追捧的CPO等热门板块，近期资金止盈迹象尤为突出，不少前期重仓该板块的资金开始逐步离场，导致板块内个股股价出现明显波动。”该基金经理表示。</p><p style=\"text-align: justify;\">与之形成鲜明对比的是港股市场，在经历了7月、8月两个月的震荡整理后，港股市场前期累积的高估值风险已得到充分释放，不少权重股的估值水平回落至历史相对低位，具备了较强的吸引力。前述基金经理认为，因此，在港股市场吸引力持续提升、资金虹吸效应不断显现的背景下，近期A股市场大概率将进入一段震荡调整期，以消化前期累积的获利盘，重新寻找市场平衡。</p><p style=\"text-align: justify;\">华安基金分析指出，前期港元流动性阶段性收紧压制了港股表现。展望未来，港股资金面有望宽松。随着港元兑美元升值，香港金管局已不必继续回笼资金以维持联系汇率，9月美联储大概率重启降息，美元、美债或维持震荡，届时美国资金有望外溢至新兴市场，港股或将部分承接外资回流。</p><p><strong>科技与新消费</strong></p><p style=\"text-align: justify;\">具体到板块，多家公募指出，多重利好因素堆叠下，恒生科技与消费板块或有机遇。</p><p style=\"text-align: justify;\">随着阿里巴巴股价创下近4年来新高，以及美团股价的低位盘整，华北某基金经理认为，一方面，此前因权重股之间“外卖大战”引发的市场竞争乱象，在监管部门的介入与引导下，有望逐步走向终结，这将有效减少行业内耗，改善相关权重股的盈利预期。</p><p style=\"text-align: justify;\">另一方面，以阿里巴巴为代表的港股科技巨头，近期持续加码AI领域布局，不断释放AI技术研发进展与商业化落地计划，其清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场，为港股市场注入了强劲动力。</p><p style=\"text-align: justify;\">此外，国投证券就在近期热度较高的报告《港股科技会跟上》提供了一个重要视角：以创业板指数为“锚点”，从60日滚动收益率差值来看，历史上创业板指和恒生科技两者存在明确交替轮动关系。</p><p style=\"text-align: justify;\">具体来看，当创业板指涨幅领先恒生科技20pct时，多数意味着恒生科技相对收益将迎来补涨（例外情况是2021年机构极致抱团行情，由于新能源导致产业基本面相差太大导致收益率差值扩大至30pct以上），这一数据或暗示：同样具有“机构重仓”和“反杠铃策略”属性的恒生科技，在创业板指大幅领涨接近新高的背景下有望迎来补涨。</p><p style=\"text-align: justify;\">华夏基金指出，总体来看，一旦美联储再度开启降息周期，或对港股科技板块形成实质性提振。降息带来的市场流动性宽松，将有利于国际资本流向风险偏好更高的资产，港股等新兴市场有望承接外溢的海外流动性。而外资偏好代表中国新经济动力的科技互联网板块，以及依托于国家信用体系的大金融板块。港股科技板块目前估值处于历史相对低估区间，并且囊括了中国AI核心资产，对于外资的吸引力或不断提升。</p><p style=\"text-align: justify;\">南方新兴消费增长基金经理郑诗韵认为，潮玩、美护、黄金珠宝等新消费企业，凭借产品创新展现出稀缺的高成长性，成为市场关注焦点，对相关赛道中长期的投资保持乐观，下半年相对预期更稳定，会更加关注企业自身的应对以及效果，外部波动带来的出口走向以及国内政策的延续性，都有待进一步观察和思考，目前仍然维持“多看少动”的思路，更着重于新消费股票阿尔法机会的挖掘。</p><p style=\"text-align: justify;\">在国泰海通证券看来，新消费是经济转型、人口迭代之下的产业结构性红利，体现为渠道裂变、品类创新及新市场开拓驱动个股业绩释放。借鉴日本历史，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，中长期维度对新消费行情仍有支撑。港股新消费含量更高、成长性较A股更明显，中长期消费理念迭代与人口结构变迁催化下，潮玩、美护、宠物等仍有投资价值。经过6月中旬以来的震荡调整后，国泰海通证券认为当下市场对新消费为代表的成长标的盈利预期修正相对充分。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151841050","content_text":"近期在A股市场进入震荡整固之际，恒生指数却连续多日稳步上行，有公募人士分析指出，近期国内权益市场正呈现出资金明显流入H股的迹象，而某公募旗下10亿元规模的港股主题产品一日售罄便是例证。具体到细分板块，多名机构人士指出，近期某头部互联网公司清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场；此外，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，因此多重利好因素堆叠下，恒生科技与消费板块或有机遇。港股“热情回归”？9月8日，华商港股通价值回报公告了基金提前结束募集的消息。这只9月8日开启募集的新产品当天就结束募集，成为近期主动型公募产品一日售罄的又一案例。据悉，这只基金主要投资港股通标的股票的偏股混合型基金，其中投资港股通标的股票的比例不低于非现金基金资产的80%。根据相关安排，该基金募集规模上限为10亿元人民币。港股主题基金的一日售罄折射出当下资金对这一市场的热情依旧，在7月与8月内，恒生指数“仅”上涨4.18%，与同期沪深指数乃至创业板指的“猛攻”行情相比显得较为平淡。然而行情步入9月后，恒生指数表现得更为强势，且恒生科技已实现连续多日上涨，多只相关ETF产品净值亦有明显提升。有基金经理指出，整体来看，近期国内权益市场正呈现出明显的资金从A股向H股切换的迹象，这一趋势的形成并非偶然，而是多方面因素共同作用的结果。首先，从A股市场表现来看，8月底以来的连续上涨行情或需一段时间的整固——不仅指数在短期快速冲高后缺乏持续上行动力，市场内部的板块分化也愈发明显。“其中，此前备受追捧的CPO等热门板块，近期资金止盈迹象尤为突出，不少前期重仓该板块的资金开始逐步离场，导致板块内个股股价出现明显波动。”该基金经理表示。与之形成鲜明对比的是港股市场，在经历了7月、8月两个月的震荡整理后，港股市场前期累积的高估值风险已得到充分释放，不少权重股的估值水平回落至历史相对低位，具备了较强的吸引力。前述基金经理认为，因此，在港股市场吸引力持续提升、资金虹吸效应不断显现的背景下，近期A股市场大概率将进入一段震荡调整期，以消化前期累积的获利盘，重新寻找市场平衡。华安基金分析指出，前期港元流动性阶段性收紧压制了港股表现。展望未来，港股资金面有望宽松。随着港元兑美元升值，香港金管局已不必继续回笼资金以维持联系汇率，9月美联储大概率重启降息，美元、美债或维持震荡，届时美国资金有望外溢至新兴市场，港股或将部分承接外资回流。科技与新消费具体到板块，多家公募指出，多重利好因素堆叠下，恒生科技与消费板块或有机遇。随着阿里巴巴股价创下近4年来新高，以及美团股价的低位盘整，华北某基金经理认为，一方面，此前因权重股之间“外卖大战”引发的市场竞争乱象，在监管部门的介入与引导下，有望逐步走向终结，这将有效减少行业内耗，改善相关权重股的盈利预期。另一方面，以阿里巴巴为代表的港股科技巨头，近期持续加码AI领域布局，不断释放AI技术研发进展与商业化落地计划，其清晰的AI叙事不仅增强了市场对科技板块的信心，也成功吸引了一批风险偏好较高的资金入场，为港股市场注入了强劲动力。此外，国投证券就在近期热度较高的报告《港股科技会跟上》提供了一个重要视角：以创业板指数为“锚点”，从60日滚动收益率差值来看，历史上创业板指和恒生科技两者存在明确交替轮动关系。具体来看，当创业板指涨幅领先恒生科技20pct时，多数意味着恒生科技相对收益将迎来补涨（例外情况是2021年机构极致抱团行情，由于新能源导致产业基本面相差太大导致收益率差值扩大至30pct以上），这一数据或暗示：同样具有“机构重仓”和“反杠铃策略”属性的恒生科技，在创业板指大幅领涨接近新高的背景下有望迎来补涨。华夏基金指出，总体来看，一旦美联储再度开启降息周期，或对港股科技板块形成实质性提振。降息带来的市场流动性宽松，将有利于国际资本流向风险偏好更高的资产，港股等新兴市场有望承接外溢的海外流动性。而外资偏好代表中国新经济动力的科技互联网板块，以及依托于国家信用体系的大金融板块。港股科技板块目前估值处于历史相对低估区间，并且囊括了中国AI核心资产，对于外资的吸引力或不断提升。南方新兴消费增长基金经理郑诗韵认为，潮玩、美护、黄金珠宝等新消费企业，凭借产品创新展现出稀缺的高成长性，成为市场关注焦点，对相关赛道中长期的投资保持乐观，下半年相对预期更稳定，会更加关注企业自身的应对以及效果，外部波动带来的出口走向以及国内政策的延续性，都有待进一步观察和思考，目前仍然维持“多看少动”的思路，更着重于新消费股票阿尔法机会的挖掘。在国泰海通证券看来，新消费是经济转型、人口迭代之下的产业结构性红利，体现为渠道裂变、品类创新及新市场开拓驱动个股业绩释放。借鉴日本历史，居民消费由大众化向个性化、理性化转变的趋势是支撑新消费行情的宏观逻辑，中长期维度对新消费行情仍有支撑。港股新消费含量更高、成长性较A股更明显，中长期消费理念迭代与人口结构变迁催化下，潮玩、美护、宠物等仍有投资价值。经过6月中旬以来的震荡调整后，国泰海通证券认为当下市场对新消费为代表的成长标的盈利预期修正相对充分。","news_type":1,"symbols_score_info":{"HSI":1.1,"HSTECH":1.1}},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476799965204712,"gmtCreate":1757428363480,"gmtModify":1757429353102,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"<a 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