Foreign capital may further increase holdings, fund managers are optimistic about three major directions in Hong Kong stocks
國慶長假期間，A 股休市，港股市場表現受到投資者重點關注。10 月以來，港股市場整體走勢較為震盪，恒生指數在 10 月 2 日漲超 1.6% 後，隨後三個交易日連續調整。近期，全球資本 “活水” 隨着美聯儲開啓新一輪降息週期而流向更多市場。當流動性寬鬆的閘門再次開啓，估值優勢顯著、與內地經濟聯動緊密的港股市場，站在了風口之上。在近期多家公募機構舉辦的策略會上，加大對港股的配置成為了共識性的判斷。有業內人士表示，外部資金流入港股市場的意願顯著增強，以港股為代表的中國資產或得到外資的進一步增持。（中證報）
Source: 華爾街見聞 The copyright of this article belongs to the original author/organization.
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