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519011基金今天净值查询_深港通投资主菜:“小鲜肉”+“老腊肉”(2016-12-01)

519011基金今天净值查询——经济危机的影响

  在上海香港证券交易所开业两年后,深圳香港证券交易所就在开业前夕。多家证券公司认为,深圳香港联通的开盘将在短期内提振市场情绪,但不会“开闸放水”的直接效应。对两地股市的影响将更加渐进,从量变到质变。本文以上海香港证券“南热北冷”、资产短缺和香港元兑人民币升值为背景,在深圳-香港证券交易所开盘后,资金向南的积极性可能高于资金向北流动;而ah溢价有望进一步收窄。在布局方面,白马威士忌公司建议投资者一方面要关注深圳香港通标准的“小鲜肉”,另一方面要关注白马股、QFII重仓股、稀有品种和证券公司股在“老咸肉”A股上的表现。
  南向资本热情高涨

  不少券商认为,深圳香港联通短期内不会有类似“开闸放水”的即时刺激效应,对两地市场的影响往往是长期的。
  中金公司表示,短期来看,除了正面情绪因素外,市场反应有望温和。一方面,自今年夏天以来,深圳香港证券交易所的市场预期持续上升,这在一定程度上已经反映在盘上;另一方面,从历史经验来看,上海香港证券交易所的正式开盘并不是市场表现的主要驱动事件。时间。

519011基金今天净值查询——600811东方集团

  目前,A股的状况与上海香港证券交易所的情况不同。国元证券指出,当上海香港股票接续推出时,A股经历了长时间的低迷期,估值偏低,AH溢价较低,但目前AH溢价处于高位。

  深圳-香港环节对香港股市的影响也主要集中在中长期。招商证券称,由于恒生综合中大成份股在指数中起决定性作用,中国证券交易所在香港证券交易所的交易时间很长,上海南部105亿天的一日交易量一直没有达到过香港。用完了,而今年南下的资金显然更加理性。香港证券交易所的净流入表现为低位增长和高观望的特征。预计深圳-香港证券交易所开盘后不会发生重大变化,并对“开闸放水”的效果进行了讨论。
  今年5月以来,上海香港证券交易所的特点是“南热北冷”。据数据显示,今年5月1日至11月30日,上海证券交易所的资金累计净流入为665亿2200万元,而香港证券交易所的资本净流入量为2037亿2500万元,是资金流向北方的三倍多。证券公司预计,深圳香港证交所将继续延续“南热北冷”的上海香港证券交易所的现状。

519011基金今天净值查询——三类股东

  GF Securities pointed out that the recent devaluation of the RMB and the shortage of assets are the driving force for mainland funds to go south.The accelerated establishment of various “Shanghai Hong Kong Shenzhen funds” and the popularity of mutual recognition funds in Hong Kong all indicate that there is a strong demand for mainland funds to go south.In September this year, the CIRC allowed insurance funds to invest in Hong Kong stocks through Hong Kong stocks.Next year, the scale of funds going south will be further expanded.It is preliminarily estimated that the new scale of funds going south next year will be 400-500 billion yuan, including about 70 billion yuan of insurance funds.
  Founder Securities said that the expectation of mainland capital entering Hong Kong stocks was rising, and the interconnection mechanism would help to improve the differences in investor structure and market openness, and reduce the premium of ah shares.After the opening of Shenzhen Hong Kong link, considering that the valuation of Hong Kong stock is cheaper than that of A-share and the fluctuation pressure of RMB exchange rate, capital will flow into Hong Kong stock.

  ”Little fresh meat” with “old Bacon”

519011基金今天净值查询——600009股票

  Although the short-term stimulus may be limited, the structural opportunities after the opening of Shenzhen Hong Kong link are still worthy of attention.Securities companies suggest to pay attention to “small fresh meat”, including high-quality Hong Kong stocks in Shenzhen Hong Kong Tong standard and small and medium-sized stocks in A-shares.At the same time, there are also opportunities for the “old Bacon” of A-share targets, such as white horse stocks, QFII heavy stocks, rare varieties, securities companies and so on.CICC believes that the most noteworthy is the high-quality target in the small cap stocks of Hang Seng Composite Index newly included in the investment scope of Shenzhen Hong Kong Tong.Previously, this part of the stock was not within the scope of the southward capital flow of the Shanghai Hong Kong stock connect.The incremental capital brought by the inclusion of the Shenzhen Hong Kong stock connect may constitute a direct positive.Since the beginning of this year, the small cap index of Hang Seng Composite Index has been lower than the large cap index, and the valuation of small cap stocks is lower than that of large cap stocks, which is in sharp contrast to the higher valuation of small cap stocks in A-share market, and the A / h premium of small cap stocks is significantly higher than that of large cap stocks.
  To a certain extent, QFII heavy position stocks represent the preference of overseas institutional investors and also deserve investors’ attention.方正证券指出,从上海香港证券交易所的经验来看,海外机构投资者重视价值投资理念,倾向于看好低价值、高股利的股票。海外新基金进入a股对市场并不熟悉,因此往往参考QFII重仓股的表现。

  深圳证券交易所和香港证券交易所的特殊目标预期会对资本配置产生一定的需求。方正证券表示,结合上海证券交易所的经验,就深圳证券交易所而言,内地白酒类、医药类、公用事业等独特的股票,对海外投资者有一定的吸引力;就香港证券交易所而言,香港的独特股香港联交所博彩娱乐、信息网络科技等对内地资金有一定吸引力。

519011基金今天净值查询

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