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考虑到本轮港股市场的行情主要源于内地市场流动性溢出的推动,投资者可优先考虑中国内地概念属性较强的QDII基金。作为全球最大的股票市场之一,香港股票市场一直与美国股票市场和内地股票市场联动紧密。最近几年来,随着中国内地公司在香港上市的数量不断增多、规模不断增大,内地市场对香港市场的影响逐渐超越美国(见附图)。与此同时,随着内地居民的资产配置向金融市场逐渐转移,QDII制度、“沪港通”、内地香港基金互认以及即将推出
Taking into account the current round of Hong Kong stock market prices mainly due to the liquidity market in the Mainland to promote the spillover, investors may give priority consideration for mainland China QDII funds with strong conceptual attributes. As one of the largest stock markets in the world, the Hong Kong stock market has been closely linked with the U.S. stock market and the mainland stock market. In recent years, as the number of mainland Chinese companies listed in Hong Kong has been increasing and the scale has been increasing, the influence of the mainland market on the Hong Kong market has gradually surpassed that of the United States (see the attached figure). In the meantime, with the gradual transfer of assets from mainland residents to the financial markets, the QDII system, the “Hong Kong-Shanghai Stock Exchange”, mutual recognition of the Hong Kong fund from the Mainland and the forthcoming launch