The sustained investment reflects growing mainland institutional interest in Hong Kong’s undervalued assets, particularly in the tech and healthcare sectors that dominate Shenzhen connect activity. Despite recent market volatility, investors appear to be positioning for a potential valuation rebound, focusing on dual-listed stocks with wide A/H share price gaps.
Analysts note that financial and internet platform stocks are attracting significant attention, as mainland funds seek opportunities in sectors trading at historically low valuations. The consistent inflows suggest confidence in Hong Kong’s long-term recovery, even amid short-term market fluctuations.
The HK$6 billion net purchase highlights renewed optimism ahead of key policy announcements, with investors potentially anticipating supportive measures for the Hong Kong market. The balanced distribution between Shanghai and Shenzhen connects indicates broad-based interest across sectors rather than concentrated bets on specific industries.
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