Recently, numerous public funds have significantly increased their allocations to the Hong Kong stock market, reflecting institutional investors’ recognition of its long-term value. On one hand, after a deep adjustment, Hong Kong stocks are trading at historically low valuations, attracting capital to buy at lower levels. On the other hand, with continuous optimization of the Stock Connect programs and the return of more China-concept stocks to list in Hong Kong, market liquidity and diversity have improved, providing public funds with a broader range of investment options. Additionally, rising demand for global asset allocation and the progress of RMB internationalization are driving public funds to use the Hong Kong market as a channel to diversify risks and capture cross-border opportunities. This trend not only enhances the vitality of Hong Kong’s financial market but also offers investors a path for diversified asset allocation.
近期，多家公募基金显著加大了对港股市场的配置力度，这一动向反映了机构投资者对香港市场长期投资价值的认可。一方面，港股市场经过深度调整后，估值处于历史低位，吸引了资金逢低布局；另一方面，随着港股通机制的持续优化和更多中概股回归港股上市，市场流动性和多样性得到提升，为公募基金提供了更丰富的标的选择。此外，全球资产配置需求上升和人民币国际化进程的推进，也促使公募基金通过港股渠道分散风险并捕捉跨境机会。这一趋势不仅有助于提升香港金融市场的活力，也为投资者提供了多元化资产配置的路径。
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