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中文(ZH) 越跌越买,港股上市公司年内回购近千亿港元

Hong Kong stocks see near HK$100B in buybacks this year

Hong Kong-listed companies have repurchased nearly 100 billion Hong Kong dollars worth of shares this year, with over a hundred companies, including Tencent Holdings, continuing buybacks since July. This trend indicates a positive outlook on their own value, despite market fluctuations. Analysts are watching for confirmation of slowing inflation through US CPI data and the impact of stock unlockings and earnings reports on tech stocks. AI

RANK_REASON The item discusses market trends and analyst opinions on stock buybacks and economic indicators, rather than a specific event.

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Hong Kong stocks see near HK$100B in buybacks this year

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    The more it falls, the more it buys: Hong Kong-listed companies buy back nearly 100 billion Hong Kong dollars this year

    下半年行情伊始,以腾讯控股为代表的逾百家港股上市公司7月以来继续回购股份,以真金白银体现其对自身价值的看好。Wind数据显示,截至7月7日中国证券报记者发稿时,今年以来港股上市公司股份回购金额已逼近千亿港元,在回购金额与去年同期相差无几的同时,回购上市公司数量进一步增多。从二级市场表现看,近期港股市场出现反弹迹象,业内机构认为,港股后续需要关注两个验证窗口,一是美国6月CPI数据能否验证通胀放缓趋势,二是港股科网股解禁潮及二季度财报季。在具体配置上,短期建议关注沽空压力较重、盈利预期边际企稳或改善的超跌品种及高股息防御资产,考虑到市场对美联储加息的交易定…