North water storage capacity of Hong Kong stocks next week to a record high this year-sexhu

North water storage capacity of Hong Kong stocks next week to a record high this year hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulated trading client Sina App: Live on-line blogger to tutor Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What is the problem? Where is the future? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. North water have little impact on Hong Kong stocks? Next week, A shares the complex city, north water again, can bring the breakthrough high, Hong Kong, Kang Kang Hong card and asset management director Huang Minshuo analysis for everyone. Huang Minshuo said that the current market conditions, the north water driving force is obvious. North water inflow is mainly due to the RMB exchange rate is weak, seek the value of more stable and higher interest rates as median investment, shares, and the mainland is facing a shortage of assets, the valuation of stocks is not high, there are still many see the ideal dividend, as an investment target selection. In addition, the mainland economy improves, have the opportunity to drive the Chinese stock market performance in the fourth quarter, hopes are expected, causing funds ahead (front run), to promote the city for the third season quickly rose through the twenty-four thousand. Hong Kong stocks recent lack of water, but in the face of the market a lot of negative factors, still should not fall down, but in the case of low turnover slowly buy in the fourth quarter, material storage capacity to meet the high organic. The city will have to reflect back to north water situation, he is not too worried about that, this round of rising to promote HSI shares, some new members, such as resource stocks, some backward stocks such as insurers. He believes that the fourth quarter of north water inflow scale may not be less than the third quarter, the Shenzhen Hong Kong through the opening of RMB, this month formally incorporated into the SDR material to be RMB continued downward, funds need to seek reasonable investment channels, plus insurance funds, will increase the proportion of overseas investment, north water feed unabated. This round of rising stock, although part of the resource stocks to promote, but should only short-term operation, can be divided into the north water injection love shares such as HSBC (00005), silver. In addition, pay attention to risk, although the payout is relatively weak, a catch behind, and valuations are reasonable and attractive. Enter [Sina Finance shares] discussion

北水下周重临 港股蓄力创今年新高 热点栏目 资金流向 千股千评 个股诊断 最新评级 模拟交易 客户端 新浪财经App:直播上线 博主一对一指导 新浪港股APP:实时行情 独家内参   港股还值不值得投资?出现了什么问题?未来出路在哪里?新浪港股发起“港股还有没有吸引力”大讨论,以理性、建设性的态度,欢迎关注港股、关注资本市场的人士,一起为港股建言献策,共谋港股市场的明天。来稿请至hkstock_biz@sina 。   北水对港股有多大影响?下周A股复市,北水重临,能否带港股突破高位,本集请来康证及康宏资产管理董事黄敏硕为大家分析。   黄敏硕表示,现市况来说,北水推动力明显。北水流入,主要是由于人民币汇价较弱,寻求币值上较稳定及息率较高的股份,作为中线投资,加上内地正面对资产荒,港股估值不高,派息见理想,仍有不少选择作为投资对象。另外,内地经济见改善,有机会带动中资股第四季业绩表现,市场憧景预期下,造成资金向前走(front run),推动大市第三季行得较快,升穿二万四。   港股近期欠缺北水,但面对市场不少利淡因素,仍应跌而不跌,反而在低成交的情况下慢慢再买上,料第四季储力再上后,有机会见新高。   对于大市会否已先行反映北水重临的情况,他并不太担心,指今轮推动恒指上升的股份,有部分是新添成员,如资源股,部分落后股如内险股。   他认为,第四季北水流入规模未必会较第三季逊色,深港通开通,人民币本月正式纳入SDR,料人币走向会续向下,资金需要寻求合理投资渠道,加上险资方面,会增加境外投资比例,料北水有增无减。   选股方面,今轮升市虽部分由资源股推动,但只宜短线操作,可分注北水爱股如汇丰(00005)、内银。另外,可留意内险,虽然派息相对较弱,一来追落后,二来估值亦合理,具一定吸引力。 进入【新浪财经股吧】讨论相关的主题文章: