牛熊異動 | 北水搶籌,騰訊牛證大漲150%
科技股延續昨日反彈之勢,截至發稿時,騰訊漲逾4%,美團漲逾5%,騰訊高盛一七牛S大漲150%。
【通過日內融買入1手騰訊控股,僅需佔用本金2770港元】
近日北水資金繼續搶籌。騰訊、美團-W分別獲淨買入50.14億、12.1億港元。消息面上,國泰君安指出,反壟斷並非是政策“黑天鵝”,對市場風險偏好影響有限。部分投資者擔憂會對市場風險偏好有較大的負面影響。國泰君安認爲,從另一個維度看,未來的方向有助於理順商業關係以及競爭關係,推動強監管金融領域補齊監管盲區,推動社會資源更多的向科技製造業以及民生轉移,促進社會福利的改進。
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