--- title: "HSBC Research expresses confidence in long-term capital inflows into southbound stocks, optimistic about HKEX and BOC HONG KONG" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/278509247.md" description: "HSBC's research report points out that the long-term capital inflow prospects for southbound trading stocks are optimistic, despite significant short-term volatility. The bank is optimistic about Hong Kong Exchanges and Clearing and BOC HONG KONG, believing that HKEX will benefit from increased market activity, while BOC HONG KONG is suitable for long-term income-oriented investors. In contrast, AIA's growth expectations remain high, but the bank prefers bank stocks, especially large state-owned banks such as ICBC and CCB" datetime: "2026-03-10T07:00:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278509247.md) - [en](https://longbridge.com/en/news/278509247.md) - [zh-HK](https://longbridge.com/zh-HK/news/278509247.md) --- > 支持的语言: [English](https://longbridge.com/en/news/278509247.md) | [繁體中文](https://longbridge.com/zh-HK/news/278509247.md) # HSBC Research expresses confidence in long-term capital inflows into southbound stocks, optimistic about HKEX and BOC HONG KONG HSBC Research published a report indicating that with the recent historical highs in the outflow and inflow of southbound funds, investors have increased concerns regarding the fund flows of the Hong Kong Stock Connect. However, the bank believes that southbound stocks have a stabilizing effect; despite significant short-term volatility, it is confident about long-term capital inflows. Among Hong Kong financial stocks, the bank is more optimistic about Hong Kong Exchanges and Clearing (00388.HK) and BOC HONG KONG (02388.HK) compared to AIA Group (01299.HK), as Hong Kong Exchanges and Clearing benefits from increased market activity, while BOC HONG KONG is more suitable for long-term southbound income-oriented investors; the expectation of interest rate cuts may support its net interest margin. As for AIA Group, its distribution in Hong Kong mainly targets investment-linked policies, and growth expectations remain high. Regarding Chinese financial stocks, the bank prefers bank stocks over insurance stocks in the short term, as bank stocks have a good historical record in terms of profitability and dividend stability, and their core business has a lower correlation with the stock market. The bank is more inclined towards large state-owned bank stocks, such as ICBC (01398.HK) and CCB (00939.HK) ### 相关股票 - [ICBC (01398.HK)](https://longbridge.com/zh-CN/quote/01398.HK.md) - [HKEX (00388.HK)](https://longbridge.com/zh-CN/quote/00388.HK.md) - [Hang Seng Index (00HSI.HK)](https://longbridge.com/zh-CN/quote/00HSI.HK.md) - [Hong Kong Exchanges and Clearing (HKEX) (HKXCY.US)](https://longbridge.com/zh-CN/quote/HKXCY.US.md) - [BOC HONG KONG (02388.HK)](https://longbridge.com/zh-CN/quote/02388.HK.md) - [CCB (00939.HK)](https://longbridge.com/zh-CN/quote/00939.HK.md) - [FL2 CSOP HSI (07200.HK)](https://longbridge.com/zh-CN/quote/07200.HK.md) - [FI2 CSOP HSI (07500.HK)](https://longbridge.com/zh-CN/quote/07500.HK.md) - [Fullgoal CSI 800 Banks ETF (159887.CN)](https://longbridge.com/zh-CN/quote/159887.CN.md) - [ChinaAMC CSI Banks ETF (515020.CN)](https://longbridge.com/zh-CN/quote/515020.CN.md) - [WP CSI Banks ETF (512820.CN)](https://longbridge.com/zh-CN/quote/512820.CN.md) - [GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF (513750.CN)](https://longbridge.com/zh-CN/quote/513750.CN.md) - [A GX HSICC (03419.HK)](https://longbridge.com/zh-CN/quote/03419.HK.md) - [Hwabao WP CSI All Share Investment Banking & Brokerage ETF (512000.CN)](https://longbridge.com/zh-CN/quote/512000.CN.md) - [China Southern CSI Banks ETF (512700.CN)](https://longbridge.com/zh-CN/quote/512700.CN.md) - [FI CSOP HSI (07300.HK)](https://longbridge.com/zh-CN/quote/07300.HK.md) - [Guotai CSI All Share Investment Banking & Brokerage ETF (512880.CN)](https://longbridge.com/zh-CN/quote/512880.CN.md) - [China Merchants CSI BANK AH Price ETF (517900.CN)](https://longbridge.com/zh-CN/quote/517900.CN.md) - [Huaan CSI Banks ETF (516210.CN)](https://longbridge.com/zh-CN/quote/516210.CN.md) - [Hwabao WP CSI Banks ETF (512800.CN)](https://longbridge.com/zh-CN/quote/512800.CN.md) ## 相关资讯与研究 - [HKEX says CHK Oil found to have breached the listing rules for publishing financial results, others](https://longbridge.com/zh-CN/news/277659856.md) - [Ex-Hong Kong lawmaker Chim Pui-chung granted HK$5 million bail in fraud appeal](https://longbridge.com/zh-CN/news/277753633.md) - [Hong Kong Completes First Green Methanol Bunkering, Driving Green Transformation of Its International Shipping Hub](https://longbridge.com/zh-CN/news/278049602.md) - [Hong Kong considers raising MPF contributions after 13-year freeze on thresholds](https://longbridge.com/zh-CN/news/278254329.md) - [Yidu Tech files HKEX next-day disclosure return for share repurchase at HKD 5.83 per share](https://longbridge.com/zh-CN/news/278548628.md)