KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.
截至7月18日这一周，马股迎来剧烈资金流动，各路玩家“买啥卖啥”，全都曝光！ 外资持续调仓，但锁定“基建新宠” 🔝 外资净买入榜 TOP 3： 1️⃣ Gamuda 💰 RM153.7M 2️⃣ Sunway 💰 RM103.6M 3️⃣ Westports 💰 RM88.2M 解读： 外资加码建筑和物流股，似乎在为潜在贸易战做“对冲”准备，基建项目成为避风港。 本地散户“扫银行”模式启动！ 散户净买入榜 TOP 3： 1️⃣ Maybank 💰 RM95.8M 2️⃣ CIMB 💰 RM66.6M 3️⃣ RHB Bank 💰 RM63.3M 解读： 散户涌向银行板块，押注马股反弹+高息防御。也有散户开始追踪AI概念股 Zetrix（+RM27.4M）。 本地机构转向防守策略 机构净买入榜： CIMB：RM56.6M PBBank：RM47.5M Sime Darby Prop：RM33.7M 但同时也在卖出： Maybank：-RM103.1M Gamuda：-RM102.8M WPRTS：-RM87.0M 解读： 机构两面出招——加码防守型金融股，同时调低建筑与物流配置。 资金博弈背后的四大风险 1️⃣ 美方8月新关税恐将波及马来西亚建筑与科技板块 2️⃣ 英美通胀不降，可能延迟全球降息时机 3️⃣ 外资继续撤离本地科技板块（年初至今已流出 RM513M） 4️⃣ 市场对“特朗普式强硬”仍存戒心 MoneyMaster 观察笔记 散户在捡便宜？ 银行、AI概念成为关注热点 外资在防守中做对冲？ 基建+物流或是看好政策红利 机构表现理性，边走边看 资金虽动荡，但信息已给足，接下来看谁能借势布局反弹！