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「600302股吧」沪港通起步平稳(2015-01-09)


600302股吧——国泰300基金

  在世界著名的上海香港证券交易所开盘不到三个月的时间内,内地资本市场跨境双向投资的开放取得新的进展。深圳和香港证券交易所开始对股票交易的互联机制进行研究,“深圳-香港链接”即将问世。

600302股吧
  “深圳-香港链接”的消息鼓舞了深圳综合指数在第五上升了4.59%。此后,深圳证交所确认,正在与香港证交所开展深圳-香港环节的研究,并将成熟期的程序提交给两地监管部门审批。

  各方对“深圳-香港链接”的高度期望与上海-香港环节密切相关,这是第一个启动的环节。作为内地资本市场跨境双向投资开放的“破冰之举”,上海香港证券交易所于2014年11月17日正式开业。但在此之前,其对提升目标群体估值的作用早已显现。
  以上证180指数为例。从2014年4月10日起,上海-香港证券交易所的试点消息从1月7日到今年,累计涨幅高达68.2%,同期上海综合指数超过8个百分点,远远超过了香港恒生指数。

600302股吧——日元汇率

  近年来,上海香港证券交易所的高调亮相改变了A股相对于H股的大幅折价局面。截至1月6日收盘,恒生ah股溢价指数收于131.83点,较2014年7月24日创下的88.72点的历史低点上涨48.6%。截至同日,ah旗下两只上市股票中,有82只A股溢价超过H股,其中超过三分之一的A股溢价超过100%。只有4只A股仍处于折价状态,

  “上海香港证券交易所对内地股市的作用并不局限于估值。投资理念的演变是其最积极的影响。”开市仪征投资公司首席策略师邱艳英说。
  自去年11月下旬以来,长期低迷的内地股市迎来一波快速上涨行情,单日总成交量一度创下逾1.2万亿元的历史纪录。

600302股吧——002649博彦科技

  在这一波突如其来的行情中,被低估的蓝筹股成为绝对主力。邱艳颖说,从资本流入的角度看,上海香港证券交易所的两个方向,香港投资者对A股的兴趣明显高于内地投资者在香港的股票。以大盘蓝筹股为主要投资对象的沪股通设计和海外投资者稳健的投资风格,悄然改变了内地股市多年来形成的“小、差、题材炒作”的投资习惯。
  值得注意的是,由于上海和香港市场的投资者需要相互熟悉,上海-香港证券交易所的开放一直是缓慢而炎热的。截至1月6日,上海证券交易所的结余为2224亿9400万元,而香港证交所的余额为2371亿元。这也使得一些市场参与者对“深圳香港链接”持谨慎态度。

  邱艳颖说,深圳与香港的联系不容易实现与上海香港联动的类似效果。He said that the market structure of Shanghai and Hong Kong stock markets is similar, with central enterprises and large market value enterprises as the main market.The Shenzhen market is dominated by small and medium-sized board and growth enterprise board, so the market structure of Shenzhen and Hong Kong is more “complementary”.

600302股吧——股灾

  In addition, different from the overall undervaluation of a shares in Shanghai stock market at the initial stage of Shanghai Hong Kong stock connect, the current valuation of a shares in Shenzhen stock market is significantly higher than that of Hong Kong stock market.”This may make international investors discount their interest in Shenzhen A shares.”Qiu Yanying said.
  Teng Yin, chief analyst of Everbright Securities, also believes that from the perspective of valuation, there are great differences between Shenzhen SME board, gem and Hong Kong stocks, and the implementation of “Shenzhen Hong Kong Link” may accelerate the value return of overvalued varieties in Shenzhen stock market.

  But he also said that both the Shanghai Hong Kong stock connect, which has been implemented, and the Shenzhen Hong Kong stock connect, which is under hot discussion, are of great significance to the internationalization of the mainland securities market.The smooth start of the former can provide reference and Enlightenment for the latter.

  ”The door of internal and external capital flow has been opened.With the expansion of capital scale, trading targets and improvement of trading mechanism, the valuation of mainland securities market is expected to gradually realize internationalization.”Teng Yin said that the differentiation of trading varieties and the contrast of valuation will exactly become the attraction of bilateral markets to each other’s funds.
  Dong Dengxin, director of the Institute of Finance and securities of Wuhan University of science and technology, also said that as an open and mature international market, Hong Kong not only has developed spot market and financial derivatives market, but also has mature institutional investors and a large number of international investors.

  ”The interconnection and integrated development of the mainland and Hong Kong markets can not only complement each other’s advantages and share resources, but also provide investors with diversified choices.”Dong Dengxin said.
  In fact, in addition to introducing incremental capital and more diversified investment styles to the Shanghai, Shenzhen and Hong Kong stock markets, the Shanghai Hong Kong stock connect and the expected “Shenzhen Hong Kong stock connect” are also given more important historical responsibilities.

  Under the promotion of RMB internationalization strategy, Hong Kong’s offshore RMB capital pool has exceeded the trillion level, becoming the largest RMB Offshore Financial Center in the world.与巨大的规模相比,离岸人民币的回流渠道非常狭窄。
  在业内人士看来,与以往的RQFII等回流机制相比,内地与香港股市的互联互通不仅成本更低,资金使用更灵活,而且受众也更广。未来,基于不同的投资风格,上海香港证券交易所和深圳香港证券交易所有望共同推动境内外人民币资金顺利通过跨境双向投资。

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