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【槓桿致勝】做建行部署宜用CALL/PUT @ 2024-07-04T Back Hot News
Keyword:北水 建行
Concept:億港元財經 , 北水買入建行
北水買入建行 (00939)H股17億元、工行 (01398)H股10億元,建行將於7月4日除淨,工行將於7月8日除淨,換言之,北水在內銀除淨前大舉買入,還有另一個原因,是資金預期內地銀行股即將加派中期股息。
早前市傳中央政府將在 7月1日的香港回歸祖國紀念日,宣布取消內地投資者經「港股通」買港股須繳付的 20%股息稅,相關股份持續有北水流入,當中包括建設銀行(0939)。
【NOW財經台】北水昨日(2日)大手掃內銀股,其中以建設銀行(00939)吸北水能力最強,買入逾17億元,雖然有報道指,建行會大規模減薪,但有係A股上市慨內銀,7月會步入分紅派息期,吸引資金泊入內銀股,明日(4日)除淨慨建行,股價今朝(3日)反覆偏軟,輪場資金睇好定睇淡建行較多?資金揀牛熊證還是窩輪較多?
港股下半年首日突破萬八點遇阻,又是收市升少一大截。適逢對沖基金上月連續兩個月淨沽出中資股,北水繼續湧港填補,斥近35億元掃入高息「中字頭」的建設銀行(00939)、工商銀行(01398)、中國石油(00857)和中國海洋石油(00883),這些上半年表現領先的藍籌國企,周二(2日)合共貢獻恆生指數66點升幅,是支持港股收升的主要力量。

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