資金動向 | 北水狂搶康方生物7.79億,拋售阿里巴巴、騰訊
4月28日,南下資金淨買入港股20.3億港元。
其中,淨買入盈富基金20.43億、恆生中國企業12.51億、康方生物7.79億、美團-W 5.56億、中國神華5.17億、中國移動1.13億;
淨賣出阿里巴巴-W 14.25億、騰訊控股5.97億、小米集團-W 2.56億、中芯國際1.36億、泡泡瑪特1.32億。

據統計,南下資金連續8日淨賣出小米,共計51.1361億港元;連續5日淨賣出中芯國際,共計11.8025億港元;連續4日淨賣出騰訊,共計26.8931億港元;連續4日淨買入美團,共計31.7241億港元。
此外,高盛發表研究報告指出,將今年港股南向資金流入預測由750億美元上調至1,100億美元。
南向資金年初至今錄得淨流入780億美元,相當於去年全年流入的75%,其中,290億美元及220億美元分別買入人工智能科技及高息股。
北水關注個股
康方生物今日跌近12%,國家藥品監督管理局官網顯示,康方生物全球首創雙特異性抗體新藥依沃西新適應症獲批上市,單藥用於PD-L1表達陽性的局部晚期或轉移性非小細胞肺癌(NSCLC)的一線治療。
康方生物自願性披露稱,依沃西一線治療PD-L1陽性NSCLC新適應症的獲批上市,是基於依沃西“頭對頭”默沙東帕博利珠單抗(K藥)的隨機、雙盲、對照Ⅲ期臨牀研究HARMONi-2中獲得的顯著的陽性結果,包括中位無進展生存期(PFS)及總生存期(OS)的期中分析數據。
阿里巴巴微跌0.35%,騰訊控股微跌0.27%。
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