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資金動向 | 北水績後加倉快手逾6億港元,賣出融創中國1.63億港元

11月21日,南下資金淨買入港股46.66億港元。其中:港股通(滬)淨買入26.83億港元,港股通(深)淨買入19.83億港元。

淨買入快手6.33億港元、阿里巴巴4.23億港元、比亞迪電子1.55億港元;淨賣出融創中國1.63億港元。據統計,自納入港股通以來的44個交易日,南下資金已累計淨買入阿里巴巴708.615億港元。

北水關注個股

快手:公司第三季度營收311.3億元,同比增長11.4%,預估310.3億元;第三季度直播收入93.4億元,預估92.1億元;經調整淨利潤39億元,同比增長24.4%。

阿里巴巴:阿里巴巴集團CEO吳泳銘發佈全員郵件,宣佈成立阿里電商事業羣,任命蔣凡負責,向吳泳銘彙報。新的電商事業羣將全面整合淘寶天貓集團、國際數字商業集團以及1688、閒魚等電商業務,形成覆蓋國內外全產業鏈的業務集羣。

融創中國:國信證券指出,隨着9月末需求端政策效果顯現,銷售量價指標均邊際改善,但開發投資尚未好轉。後續地產板塊的行情演繹將取決於存量土地回收和城中村改造擴圍等政策的落地進度及樓市量價修復的持續性。國金證券表示,十一月進入傳統淡季,房企推盤積極性穩步回落。隨着政策脈衝效應走弱,新房供給回落,房企營銷活動減少等因素影響,或對11月新房銷售額的上升形成一定製約。

金山雲:公司第三季收入按年增長16%至18.9億元,符合市場預期;經調整EBITDA 達1.85億元,大幅超出市場預期,得益於有效的成本及費用管控。中金維持“跑贏行業”評級;考慮公司業務結構優化,更為樂觀的增長及盈利前景,上調目標價8%至6.5美元。

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