不太信,加入中国直接买沪深300和恒生Etf就可以了啊,问啥问
#DeskObservations HK/CHINA
-WHO's BUYING?
Seeing continued global LO inflows which seems to be related to China with Hang Seng nowoutperforming S&p, Seeing
multitude of LOs buying with foreign large asset managers most active, EM specialists andregional managers less active.
Today's move further solidifies foreign buying being the main driver of Hang Seng asSouthbound is closed today for holiday.
*WHAT IS BEING BOT?
Buying being concentrated in large cap index constituents, out top buys are AIA(1299 HK)Meituan (3690 HK), and Tencent
(700 HK). Suspect some underweight managers are looking to quickly get on someChina positioning and hence the focus on
large liquid index constituents, yet to see proper stock picking from these LOs(l do expect this to come).
-WHY BUY NOW?
Still the most common question from investors. Seeing multiple brokers recently upgrade China andparticularly China
Property (including BofA), many brokers now highlighting the worst is now behind us. Recent yolatilityin markets like Japan
and Us, investors could be looking for inexpensive diversification for their port folio ihfHk/chiha.
#真的牛!恒生科技指数持续猛冲#
港股在5月2日的显著上涨,特别是科技股和地产股的强劲表现,为A股节后的走势提供了积极的信号。首先,港股的上涨可以看作是市场情绪的一种反映,尤其是在科技股和新能源汽车板块中表现突出的公司,如商汤、蔚来等。这些公司的股价大幅上涨,部分原因是由于业绩...
不太信,加入中国直接买沪深300和恒生Etf就可以了啊,问啥问