Market Analysis: If Alibaba is included in the Hong Kong Stock Connect, it is expected to release $3.2 billion QDII quota to quench overseas allocation demand

智通財經
2024.08.28 00:28
隨着阿里巴巴完成香港主要上市的轉換，其有望最早在下月進入港股通，這除了為阿里股票本身吸引更多來自內地的南向資金，也將使目前持倉阿里股票的合格境內機構投資者額度有機會得到釋放，用於投資更多海外資產。阿里進入港股通後，內地投資者可通過交易所互聯互通額度購買阿里股票。據測算，參考現有 QDII 基金持有阿里巴巴的規模，如果改用港股通持有這些股票，最多可以釋放約 32 億美元的 QDII 額度。分析師 Rebecca Sin 在報告中指出，額度釋放之下投資美股的 QDII 基金料為最大受益者。
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