Yesterday was a day worth remembering in the capital market:
1. China's GDP exceeded 100 trillion in 2020
2. The southward capital of the Hong Kong Stock Connect exceeds 20 billion.
3. The initial offering size of a single fund is 237.4 billion, and the proportion of placement is about 6.3%.

On the 19th, Hong Kong stocks continued to rise. As of press time, the Hang Seng Index has exceeded 29600 points and has risen more than 2000 points since the beginning of the year. The index of state-owned enterprises also rose more than 2.5% today to 11759 points. Hong Kong stocks have so far exceeded HK $100 billion in turnover.

Hang Seng Index ETF (513600.SH) $Soar by more than 6%Hong Kong Stock Connect 50ETF (513550.SH) $Hit the limit in intraday trading, the premium rate was as high as 10%, and the midday break soared by 9.86%!

As of press time, the net purchase of Hong Kong stocks by investors has exceeded HK $18.9 billion! Yesterday's record net inflow was only HK $23 billion.

Prior to this, to Wen Jun summed up for all cattle friends nearly a month south to the funds to buy individual stocks Top 10, you can see most of the giants in the new economy stocks.

Today, Tencent and Meituan have reached new highs; XIAOMI has also risen nearly 8%, and its market value has returned to HK $800 billion; Semiconductor Manufacturing International Corporation's share price has also returned to the 30 yuan mark, the latest HK $30.40, a new high in nearly three months.

The Hang Seng Science and Technology Index, which links many new economy stocks, has broken through 8000 points and 9000 points so far this year, reaching a new high this morning, and the latest report is 9480 points, up 4%.

In the face of this surge, Futu Research has written for you earlier. "Fu Tu Research | 9 reasons to invest in Hong Kong stocks in 2021",Futuo Research | embrace core assets and buy Hong Kong stocks at the right time!According to the AH parity, Hong Kong stocks still have a valuation advantage over A shares.

In addition, to hear that Jun is also in the list to sum up for the cattle friends. "Funds go south to buy Hong Kong stocks.Niu friends can read the special topic on demand.

Similarly, you should also notice that there is a big V who thinks, "in fact, Hong Kong stocks."Three low and one high shares (low price, low PB, low market capitalization, high AH discount)The first stage of "foresight" obviously began in the early half of the year, and now it is widely said that Hong Kong stocks are good, and it has reached the second stage of spreading the "money-making effect". Although Hong Kong stocks have passed a stage, compared with history, many of them are still lying on the ground.The preferred Hong Kong Stock Connect range of three low and one high H shares will be more popular if they are also the leaders of new energy, Internet and IC industry segments.. "

"recently, there has been a buying spree of southbound funds (Hong Kong is called Beishui, which is easier).The first major reason is that the overall valuation of A shares is already high, while Hong Kong stocks are obviously on the low side.The newly raised public offering fund has a huge amount of capital. In addition to continuing to support the "holding stocks" with excellent performance, it also needs a new target pool. The overall valuation of Hong Kong stocks is low, and there areA considerable number of high-quality enterprises that A-shares do not have."

Ping an Securities believes that it has now entered the first stage of supplementary gains in value stocks, which is expected to continue, and the strength of science and technology growth stocks is expected to continue.

What do you think of my friends? With this southward influx of money, is the bull market really coming? Which targets should I buy?

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