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11月17日,集万千宠爱于一身的沪港通终于开闸落地,但市场热情却与预期存在差距,港股通首日遇冷,而沪港通首日预期的秒杀局面也未如期上演。市场各方专家对于沪港通开闸遇冷给出了诸多解释,50万元人民币的高额门槛、汇率差以及持仓费用的限制等成为最主要的原因。沪港通真的会见光死?笔者认为,沪港通并非见光死的纯主题性投资,其背后有着真实的推动力。一方面,海外资产对国内A股的配置需求以及国内资金对港股的配置需求是
On November 17, the Shanghai-Hong Kong Stock Connect, which is a favorite among the thousands, was finally launched. However, there was a gap between market enthusiasm and expectation. The first day of the Shanghai-Hong Kong Stock Connect failed to meet the expectations of the spike in the first day of trading. . Market experts on the Shanghai-Hong Kong Stock Connect opened a lot of cold given a lot of explanation, 500,000 yuan high threshold, the exchange rate difference and the cost of the position limit has become the most important reason. Shanghai-Hong Kong Tongzhen really meet the light death? I believe that the Shanghai-Hong Kong Stock Connect is not a purely themed investment, which has a real impetus behind. On the one hand, the allocation of overseas assets to domestic A shares and the allocation of domestic funds to Hong Kong stocks are