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北水操作|深幫買返貨 北水流入回升 @ 2024-11-12T Back Hot News
Keyword:北水
Concept:北水成交淨買入 , 港股通盈富基金淨流
北水拋售港股ETF,盈富基金(02800)、恆生中國企業(02828)分別遭淨賣出38.69億、11.56億港元。消息面上,海通國際指出,美國大選的短期擾動不改港股和A股的上升趨勢,建議投資人逢下跌加倉,特別是港股短期漲幅偏小,成交偏弱,利空落地後風險偏好有望提升。接下來,中國政策不斷強化和經濟數據逐步改善將支撐股市繼續上行。中泰國際表示,中國經濟及港股的走勢的關鍵仍在於財政政策的力度。
北水南向淨流出盈富基金(02800.HK)及中芯(00981.HK),分別達38.7億港元及3.67億港元。

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