Copying A Shares And Frying Hong Kong Stocks

This week, the volume of Hong Kong stocks has been rising very fast. Now we are looking at whether the wind can be stronger.

Over the past week, funds from various channels have poured into Hong Kong stocks.

According to statistics, in March 30th, the daily volume of all sectors of the Hang Seng industry sector was significantly enlarged, of which the volume of raw materials industry was the highest, and the volume of daily turnover increased by more than 200%. The financial industry, the energy industry and the comprehensive industry were closely followed, and the volume growth rate was over 100%.

Data from Hong Kong stocks show that mainland funds have recently started to flow to Hong Kong stock market.

In April 1st, Hong Kong stocks bought more than Shanghai stock exchange through seventh consecutive trading days.

According to the HKEx data, Shanghai stock has a balance of 12 billion 641 million yuan today, and the quota utilization rate is 3%.

Hong Kong stock pass balance of 8 billion 777 million yuan, the quota utilization rate of 16%.

Among them, the larger inflow of funds was in March 31st, and the balance of HK $8 billion 446 million was the same as that of the Hong Kong stock exchange.

That day, it is the second trading day that public offering funds can be released through Hong Kong and Shanghai stock exchange through Shanghai and Hong Kong.

In addition to Shanghai and Hong Kong through the canal road, more financial circle practitioners through Hong Kong stock account channels to invest in Hong Kong stocks.

"Hong Kong stock exchange is a convenient investment channel.

But we do not have A share accounts, so we can not go through the channels of Hong Kong stocks. "

An investment manager who works in an insurance company said that most of the employees went out to open Hong Kong stock accounts.

The mainland investment funds that pour into the Hong Kong stock market have a distinct A share brand.

"The varieties we have excavated are concentrated in the TMT plate."

Chen Ping said that in recent trading days, the Hong Kong stock market showed obvious A share characteristics, cultural media, sports,

Companies such as other industries become the focus of capital speculation.

In the portfolio of Hong Kong stocks managed by Chen Ping, IGG (8002.HK), Chi Mei Group (1661.HK) and 0777.HK (net) increased from 33.80% to 27.32% in March 30th and 22.99% in April 2nd.

In Southern China, a fund manager general manager Zhang Feng (alias) eyes, the mainland capital speculation

It's simple.

"Now we are going to invest in Hong Kong stocks according to the mainland's thinking, and find a number of targets that are popular with A share market."

Based on this, Zhang Feng focused his choice on "

"Emerging industries, such as games, new energy vehicles, apple industry chain.

Among them, the outstanding performance of an jelly industry and color life rose 33% in 4 days.

Reporters learned that in the wave of speculation in emerging industries, Hongkong's local hedge funds were also involved.

"We have added some varieties related to the hot topics in the mainland, such as the whole area, environmental protection, science and technology, non bank finance, etc."

A hedge fund manager who runs a $300 million asset in Hongkong revealed that their positions in the Hong Kong stock market were all mainland companies.

Data show that from March 30th to April 2nd, information technology, health care, non silver finance, electrical equipment industry listed companies received high financial attention, the target company's increase reached 30% to 125%.

Among them, 12 stocks in the information technology industry rose by more than 30%, the top three being Zhejiang Da lander, chief technology and Shenzhou figure. They rose 94.11%, 61.90% and 61.06% on 4 trading days respectively.

Pay close attention to the volume of Hong Kong stocks.

If the volume shrinks, the stock will be reduced.