从长远来看，年初至今投资行为数据显示，南向投资人专注于内银、电讯、网络、汽车制造、原材料、能源等产业。除了高股息率股票外，该行还建议投资者密切关注一些交投活跃的南向通股票，包括腾讯控股(00700)、美团-W(03690)、快手-W(01024)及小米集团-W(01810)。Bank of China International advises investors to pay close attention to some actively traded Southbound stocks, including Tencent Holdings (00700), Meituan-W (03690), Kuaishou-W (01024), and Xiaomi Group-W (01810).
The Zhitong Finance App learned that Bank of China International released a Hong Kong stock strategy report saying that after the Federal Reserve cut interest rates for the first time in four years last week, the Hang Seng Index rose 5.1% weekly last week, and the average daily turnover of Hong Kong stocks last Sunday was 109 billion yuan, up 3.5% from week to week. Southbound trading had a net inflow of RMB 5.4 billion last week. The bank believes that Hong Kong Stock Connect has recorded a considerable net inflow in recent years. As of September 20 this year, Hong Kong Stock Connect's net inflow of RMB 448.2 billion was significantly higher than the net inflow of RMB 231.7 billion for the same period last year.
According to the bank, investors are advised to pay close attention to some actively traded Hong Kong Stock Connect stocks. Looking ahead, it is expected that strong demand from mainland investors for Hong Kong Stock Connect Hong Kong stocks will continue over the next 6-12 months, mainly due to the attractive valuations of Hong Kong stocks, some unique high-quality IT stocks, and shares with high dividend rates. The bank expects southbound transactions between the Mainland and Hong Kong to record a net inflow of 600 billion yuan in 2024, up from RMB 289.4 billion in 2023.
From a long-term perspective, year-to-date investment behavior data shows that southbound investors focus on industries such as domestic banking, telecommunications, networks, automobile manufacturing, raw materials, and energy. In addition to high-dividend rate stocks, the bank also advises investors to pay close attention to some actively traded Nanxiangtong stocks, including Tencent Holdings (00700), Meituan-W (03690), Kuaishou-W (01024), and Xiaomi Group-W (01810).
