2023年第13期StockConnect深沪港通|港股通南向资金前30大活跃个股（2023年6月22日-7月5日）成交占比：指区间内陆股通成交金额占总成交金额的比例排名123456789101112131415161718192021222324252627282930代码009410369003988007000117109868022690088301398007630169100020010240098101810017970218601952010570172502015012880135700762009390108802331000050303302800证券名称中国移动美团-W中国银行腾讯控股兖矿能源小鹏汽车-W药明生物中国海洋石油工商银行中兴通讯JS环球生活商汤-W快手-W中芯国际小米集团-W东方甄选绿叶制药云顶新耀-B浙江世宝香港航天科技理想汽车-W农业银行美图公司中国联通建设银行中国神华李宁汇丰控股南方恒生科技盈富基金区间成交净买入(亿元)10.978.866.664.833.343.131.591.591.551.361.301.281.070.870.670.450.250.190.02-0.01-0.08-0.25-0.47-0.52-1.55-1.87-2.54-4.08-4.61-5.27区间成交金额(亿元)30.8966.387.48137.2910.2644.5724.8413.6626.724.472.272.6812.1929.687.728.271.831.642.885.3916.983.826.5620.4427.355.915.156.3925.45214.97成交占比（%）54.5937.099.8733.8857.4256.1547.6639.0646.1443.3537.947.7821.2886.8912.4169.2763.2254.7382.0273.4845.4649.7950.3691.7930.8570.6332.0424.8515.8245.78区间换手率（%）0.532.682.881.348.1412.784.741.042.5111.1030.709.262.913.692.858.708.8126.87136.6136.882.874.1622.182.051.123.404.680.720.000.00区间涨跌幅（%）1.57-2.43-0.96-1.47-41.8726.673.444.48-1.203.49-84.50-9.950.64-0.988.176.90-8.447.4859.5121.364.63-1.31-9.480.00-0.601.91-4.780.571.23-0.41总市值（亿元）13786.507771.459126.0232111.97716.46953.841651.965546.2814648.301487.5143.08635.912395.431605.002784.74298.66130.5362.6520.5334.242970.5210534.49131.621606.4012500.554778.381103.1812418.60————港股后期走势上，尽管美国的加息尚未结束，但是鉴于经济周期在扩张期，企业的盈利环比将逐步改善，加之外资的预期很低，因此我们不认为加息的动作会对港股有进一步压制，三季度伊始，港股可能已经在上涨的路上。在板块建议上可重点关注以下路线：1、中特估。低估值依然是全球目前的主导风格，港股的中特估名单我们整理了41家公司，它们较A股估值更低，股息率更高；2、恒生科技。恒生科技中的造车新势力目前是成长股的代表，而大型互联网公司则是多维...
