發生了什麼?科大訊飛(002300.SZ)正在開股東大會,離奇閃崩跌停
原標題:科技大白馬正在開股東大會,突然就跌停了......
又一大白馬閃崩跌停!今日午後,科大訊飛股價發生閃崩並砸向跌停。截至收盤,科大訊飛股價封死跌停。
從上海機場到科大訊飛,白馬股近期頻現閃崩走勢;同時,還有部分白馬股開始出現陰跌。如此的震盪分化之下,單靠看知名機構、投資大佬持股清單“抄作業”買股也有踩雷風險。
召開股東大會時股價閃崩
2月3日午後,科大訊飛突然跳水, 14時30分左右封住跌停板。儘管之後有資金嘗試撬板,但該股最終仍以跌停價報收。截至收盤,科大訊飛成交額超56億元,跌停板封單1.65萬手,公司市值跌破千億元。
不過,消息面上暫無引發股價閃崩的利空內容。截至發稿,科大訊飛也暫未作出相關披露。
從公開信息看,今日14時30分,科大訊飛2021年第一次臨時股東大會的會議如期開始,會議審議並通過了《關於公司非公開發行股票方案的議案》等多個議案。
而根據1月19日披露的定增預案,科大訊飛擬通過非公開發行募集資金不低於20億元且不超過26億元,扣除發行費用後,募資將全部用於補充流動資金。
和一般的定增不同,科大訊飛沒有尋找外部機構投資者,而是將發行對象鎖定為“自己人”。此次定增發行對象為公司董事長劉慶峯及其旗下的言知科技,其中劉慶峯擬認購不低於18億元,言知科技擬認購2億元。
劉慶峯選擇在科大訊飛市值超千億時參與定增,顯示了其對公司長期發展的信心。因此,在定增預案發布後,科大訊飛股價持續走高。
北向資金連續5日淨流出
資金面上,北向資金持續流出科大訊飛。自1月27日起,北向資金連續流出科大訊飛,滬深港通持股佔A股比例下降超0.5個百分點。


截至2020年末,有23家基金公司管理的47只產品重倉股有科大訊飛。科大訊飛三季報顯示,股東户數28.6萬户,户均持股7000餘股。
私募大佬葛衞東高位買入持有3年
私募大佬葛衞東對科大訊飛可謂青睞有加。科大訊飛股價在2017年四季度創下當時的歷史高點,正是在此階段,葛衞東大舉建倉。2017年11月,科大訊飛股價最高觸及49.47元(前復權),直到3年後的2021年1月21日,股價才突破前高。

2020年,葛衞東持續加倉。截至當年三季度末,葛衞東持股5110萬股,佔流通A股比例達2.52%。
葛衞東以期貨投資起家,轉戰A股後更喜長線持有,等待機會。從其選股風格看,葛衞東看重基本面和成長性,傾向於買入市場空間巨大的個股,重倉下注、長期持有,且不畏高,收益率往往也比較驚人,如用友網絡、兆易創新。
截至發稿前,據科大訊飛內部人士迴應:公司經營一切正常。
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