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港股異動丨騰訊低開2.21%,南下昨日大肆加倉140億,機構稱急跌是買入時點
格隆匯 01-08 09:25
繼昨日收跌7.28%後,騰訊控股(0700.HK)今日再度低開2.21%,報371.2港元,股價創2024年9月以來新低。隔夜美股市場騰訊ADR收跌1.84%報48.11美元,折算成港股市場價格為374.05港元/股。消息面上,騰訊被美國防部納入軍工企業名單,昨日股價大跌之際,南下資金趁勢淨買入140億港元。騰訊昨晚發佈公吿稱,被美國防部納入軍工企業名單是一個錯誤,計劃啟動複議程序。國海證券指出,騰訊被列入清單,短期會受到情緒擾動,但實質影響有限,急跌是買入時點。並解釋稱,美國對列入清單中實體的制裁主要為禁止與美國國防部進行交易。而騰訊海外業務主要涉及遊戲板塊,屬幹C端業務,且佔整體收入的9%。該清單並未對被列公司與普通企業或個人海外業務做直接限制,僅直接限制與美國防部的交易往來,因此對騰訊實質影響有限。此前多家中國公司通過訴訟方式成功移除名單,預計騰訊後續大概率會提起訴訟,參考其他民營公司訴訟後成功率較高。(格隆匯)

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