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資金動向 | 北水淨買入港股超355億港元,加倉阿里、騰訊

4月9日,南下資金大幅淨買入港股355.86億港元,創有史以來單日淨買入額新記錄。

其中:淨買入阿里巴巴-W 37.4億、騰訊控股28.44億、盈富基金18.32億、美團-W 15.59億、中芯國際10.5億、恆生中國企業10.16億、小米集團-W 8.83億、中國海洋石油6.9億、泡泡瑪特6.45億、快手-W 5.38億、中國移動4.36億、小鵬汽車-W 1.4億。

據統計,南下資金連續8日淨買入中芯國際,共計49.9048億港元;連續8日淨買入騰訊,共計107.8434億港元;連續5日淨買入小米,共計67.3393億港元;連續4日淨買入美團,共計38.3137億港元。

北水關注個股

阿里巴巴-W今日漲1.07%。消息面上,麥格理重申阿里巴巴“買入”評級,H股目標價上調至176.3港元,預期截至今年3月底止第四財季業績表現將穩健,核心業務料按季改善,隨着廣告技術改進,商業化比率預期可持續提升。

騰訊控股今日漲0.18%。騰訊控股在港交所公告,於4月9日回購138.5萬股,回購金額6.01億港元,最低成交價爲419.6港元,最高成交價爲446.8港元。

中芯國際今日漲10.47。大摩上調中芯國際目標價至40港元,評級升至“與大市同步”。

小鵬汽車-W今日跌7.44%。建銀國際發研報指,將小鵬汽車美股目標價由17.8美元上調至24.5美元,並給予“跑輸大市”評級。

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