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螞蟻IPO暫緩,資金流向了騰訊、阿里巴巴、美團?!

uSMART盈立智投11月5日消息,隔夜美股大漲,今日港股大盤亦集體"高歌猛進",昨日被螞蟻IPO暫緩拖累的騰訊、阿里,今天雙雙大漲,截至午間休市,騰訊漲5.1%,盤中最高觸及621港元,創歷史新高,阿里巴巴-SW漲5.7%,美團-W漲2.8%,繼續創新高。

正如uSMART昨日提及,硬幣有兩面,螞蟻IPO暫緩,一定程度上緩解了市場對於資金被抽血的流動性擔憂,大華繼顯稱,螞蟻集團IPO投資者將資金轉向騰訊、阿里巴巴、美團

據《21世紀經濟》報道,針對螞蟻集團H股上市暫緩所造成的港元流動性驟增與資金流出壓力,市場傳聞香港金管局可能會發行外匯基金票據以吸收額外的港元流動性,從而確保港元流動性與匯率平穩運轉。多家券商均豁免參與螞蟻集團H股打新投資者的槓桿打新融資利息與手續費,多數等待退款的國際投資機構也顯得比較淡定。“3日晚上我們迅速舉行了緊急會議討論中籤資金後續操作,投資委員會成員均認爲這筆資金無需返回歐美市場,直接在香港尋找其他中國股票配置。”一位美國大型資管機構亞太區交易主管告訴記者。

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