Judging investors’ mood towards China can be a tricky exercise. If you assess the reaction to the landmark announcement of a direct trading link between exchanges in Shenzhen and Hong Kong that will for the first time allow international investors to bet on Chinese technology groups, it looks bearish.
判断投资者对中国的情绪可能很难。如果你要评估投资者对里程碑式的“深港通”宣布开通的反应,他们似乎是看空的。深港通是深圳与香港两地交易所之间的直接互联互通,将使国际投资者首次可以直接投资中国科技企业。
A week on from the news, Shenzhen and Shanghai markets are lower, while analysts’ views on Hong Kong Exchanges — which would be the biggest direct beneficiary of a planned link — are their gloomiest in more than three years.
自消息公布一周以来,沪深股市持续走低,分析师对香港交易所的悲观情绪达到三年多以来最高水平,而港交所将是深港通计划最大的直接受益者。
Yet follow the money trail and the mood is more nuanced. Chinese stocks listed in Hong Kong have gained more than 10 per cent in the past two months, putting them among the top 10 performers in the world.
但追踪资金轨迹就会发现,市场情绪要更加微妙。过去两个月,香港上市的中概股涨幅已超10%,跻身全球前十。
It has also been one of their best showings since the rally and subsequent rout in Chinese mainland last year. Hong Kong indices mostly reflect international money, and some of it seems ready to warm to China again.
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