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羅文業劉家麗- 【有圖有勢】道指5連漲挑戰39000關港夜期升16點港股升至18600止步了? 甚麼水平可低吸? - 香港經濟 ... @ 2024-05-08T Back Hot News
Keyword:港股
Concept:港股恆指
恆指公司表示,投資者對內地和香港股市的信心正逐步恢復。截至今年4月份,港股已連續10個月錄得北水淨流入。今年前4月北水累計淨流入2135億元。滬深股通今年累計淨流入則為742億元人民幣,超過去年全年水平。根據恆指數據,4月對指數貢獻最大的股份是騰訊(700),帶動恆指上升204點;其次為匯控(005),貢獻131點。4月升幅最高的恆指成分股為中國海外發展(688),升29.5%。
瑞銀投資銀行香港策略師陳志立表示,伴隨MSCI環球指數近日回吐,資金沽貨回籠現金,轉而流入港股避險。港股今輪升勢主要由環球長倉基金帶動,資金由估值較貴的市場轉移至較平的港股,所以升勢較健康。瑞銀維持恆指今年底目標20600點。光大證券國際證券策略師伍禮賢稱,盡管恆指由低位反彈超過3000點,但估值仍然較低;雖然外圍股市近期在高位回調,可是估值依然昂貴。因此,港股現價估值對環球投資者具有相當大的吸引力。

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