資金動向 | 北水淨買入港股55.71億港元,拋售招商銀行近4億港元
11月20日,南下資金淨買入港股55.71億港元。其中,港股通(滬)淨買入30.13億港元,港股通(深)淨買入25.59億港元。

淨買入美團4.83億、信達生物2.8億、騰訊2.74億、小鵬汽車1.12億;淨賣出招商銀行3.75億、中國海洋石油1.79億。
據統計,南下資金已連續8日淨買入小米,共計38.2055億港元;連續7日淨買入騰訊,共計53.6465億港元;連續5日淨買入美團,共計22.516億港元。另外,自納入港股通以來的43個交易日,南下資金已累計淨買入阿里巴巴704.3765億港元。
北水關注個股
騰訊控股:11月20日回購171萬股,共耗資約7.01億港元,每股作價406.6-413.4港元。據統計,騰訊控股10月份回購了22.9億港元H股,在香港交易所上市公司中回購規模最大。
金山雲:2024年第三季度總收入18.86億元,同比增加16%;非公認會計准則EBITDA為約1.85億元,同比扭虧為盈。
信達生物:瑞銀髮布研報稱,信達商業化能力強勁,加上GLP-1料加大在減肥及二型糖尿病市場,重申“買入”評級,目標價由60.7港元上調1.2%至61.4港元。
美團:董事會茲通吿謹定於2024年11月29日舉行董事會會議,以考慮及通過集團2024年第三季度的未經審核財務業績,以及處理其他事項。華泰證券預計美團第三季收入同比增21%至921億元,非通用會計準則淨利潤同比增96%至112億人民幣。
第四範式:前三季度總收入32.18億元,同比增長26.1%;毛利潤13.50億元,同比增長12.5%;該期間公司的毛利率42.0%,總體保持平穩。得益於行業大模型業務穩步拓展和範生態產品加速落地,第四範式先知AI平台業務實現顯著增長,該業務收入達21.71億元,同比增長50.2%,驅動公司業績穩步提升。
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