2022 Hong Kong stock investment window has opened
A lot of funds have joined the camp of singing more Hong Kong stocks
The data shows that in the first week of 2022, the enthusiasm of Southbound funds to participate in Hong Kong stock trading continues to rise: Southbound funds have increased their positions in Hong Kong stocks for 4 consecutive days, with a total net inflow of over 8.8 billion Hong Kong dollars in the past 5 days, and over 600 Hong Kong stocks have been increased in the past 60 days. billion Hong Kong dollars.
In addition, according to statistics, in December 2021, nearly 30 funds that can invest in Hong Kong stocks will be launched, and the shares of many Hong Kong stock ETFs have increased significantly.
In the first week of 2022, up to 30% of the new shares of ETFs will flow to Hong Kong stock ETFs. Among them, Hang Seng Internet ETF and Zhongjian Internet ETF have net subscription funds of over 1 billion yuan each week.
Institutions: The advantage of undervaluation of Hong Kong stocks is highlighted
In 2021, the Hang Seng Index recorded a decline of 15.1%, which was at the bottom of the global stock index, and even had a rare valuation break. withdraw.
The current Hong Kong stock market sentiment is extremely pessimistic, and there are even many views that it is natural for Hong Kong stocks to break their net valuations. Soochow analysts believe that the bottom area of the current market should be more optimistic, and the stock price does not rise all year round. It is acceptable and reasonable. The dividend rate is the value anchor, and we actively go long in Hong Kong stocks.
Ping An Securities pointed out that global stock market valuations are under pressure, and the undervaluation advantage of Hong Kong stocks is prominent. Affected by the rising interest rates of US bonds of different maturities, the overall valuation of the global stock market will be under pressure. After nearly a year of continuous decline in Hong Kong stocks, their valuations are already quite cheap. The undervalued Hong Kong stock market will be significantly less affected by rising US bond interest rates than other markets around the world. In addition, some sectors of Hong Kong stocks have obvious allocation value. The suppression faced by the Hong Kong stock market for a period of time will also ease the margin, which will increase the winning rate of the recent layout at the bottom of the Hong Kong stock market.
$Hang Seng Index.HK$ $Hang Seng TECH Index.HK$ $BABA-SW.HK$
$Hang Seng Index.HK$ $Hang Seng TECH Index.HK$ $BABA-SW.HK$
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MonkeyGee : its is China's benefit to have a strong stock market.