Tide Rising in Hong Kong: Institutions Hunting for Opportunities in Hong Kong Stocks in the Second Half of the Year

智通財經
2025.07.20 21:11
2025 年以來，港股市場強勢反彈，恒生指數漲幅逾 22%，在全球主要市場中名列前茅。與此同時，南向資金年內淨流入額超過 7200 億元，逼近歷史峯值。在此背景下，港股主題基金表現亮眼，多隻產品年內淨值增幅突破 70%，其中匯添富香港優勢精選混合 A 以 112.52% 的淨值增幅暫居公募業績榜首。業內人士認為，港股強勢上漲的背後有三重驅動因素：一是全球估值窪地效應；二是以 DeepSeek 為代表的科技突破提振市場信心；三是高股息資產及創新藥等結構性機會凸顯。站在當下時點，機構認為，政策紅利與盈利修復或推動港股市場延續上行趨勢。其中，科技、創新藥及高股息資產將成為港股市場重要的投資主線。
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