港股暴漲！騰訊、美團、港交所均創歷史新高！恆生科技指數突破萬點！
格隆匯1月25日丨港股三大指數紛紛上漲，恆指漲1.95%重上3萬點，國企指數漲2.2%，恆生科技指數大漲超4%突破1萬點。南下資金已連續16個交易日淨流入港股超百億港元，截至上週五月內累計淨買入額達2312億港元。騰訊、美團、京東、港交所均創歷史新高。騰訊、美團均入選了格隆匯2021年“下注中國”十大核心資產名單。
部分滬港深基金認為，目前港股性價比較高，隨着新興產業公司到港交所上市，以及中概股大量回歸港股，港股吸引力在不斷增強，部分基金經理去年四季度已加大了港股資產的配比。
從中國公募基金季報看，公募四季度在港股配置倉位首次突破10%，重倉股集中在騰訊、美團、港交所、小米等。
騰訊(0700.HK)大漲超8%再創歷史新高 市值超7.1萬億港元
騰訊盤中持續拉昇，一度漲8.1%報747港元，再創上市新高，市值超7.1萬億港元；該股月內累漲超30%。
騰訊是快手IPO前的第一大股東，持股21.5%，為快手上市的最大受益者。港媒稱快手招股價區間為105-115港元/股，籌資額或超480億港元，估值將介乎556億至609億美元(約4337億至4750億港元)。
另外，花旗看好未來10年微信前景及遊戲份額不斷擴大，將騰訊目標價上調至876港元；瑞銀認為騰訊手機遊戲趨勢強勁，廣吿及雲端業務也見發展機會，管理層也或考慮發展金融科技產品，相信以上因素可推動騰訊於末來兩年收入增長約25%及近30%的EBIT增長，上調騰訊目標價至830港元。
美團首次站上400港元
美團(3690.HK)盤中一度漲7.21%至407.6港元，再創歷史新高，市值逼近2.4萬億港元。
據統計，截至1月22日，南下資金已連續13日淨買入美團，共計121.41億港元。繼小摩將美團目標價由270港元上調至450港元后，野村再將美團目標價由342港元上調至452港元，稱相信其外賣配送及到店餐飲業務持續穩健復甦。
港交所(0388.HK)漲近7%再創歷史新高
港交所盤中一度漲6.95%至546港元，再創歷史新高，市值超6900億港元；該股月內累漲超27%。
截至1月22日，南下資金已連續6日淨買入港交所，共計84.73億港元。花旗日前發報吿，將港交所目標價由500港元上調至575港元，以反映“北水”持續強勁帶動成交，花旗稱，若成交額能維持在2150億港元水平，港交所股價可望高見615港元。
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