港股異動丨美團拉昇漲近5%創近2個月新高,南下資金持續13日加倉
繼昨日收漲3%後,美團-W(3690.HK)今日盤中再度拉昇,一度漲4.9%報147.6港元,股價升破年線,創4月10日以來新高,截至目前成交43億港元。美團閃購618數據亮眼,業內人士稱,深度參與“618”的美團正在以即時性重構消費場景。據悉,今年“618”首日,美團便迎來了“平臺整體成交額相比去年同期增長兩倍”的銷售記錄;此外,618首周(5月28日至6月1日),50餘類商品成交額相比去年同期增長超過1倍。酒類、3C家電、運動用品、美妝護膚、母嬰奶粉、兒童玩具、商超等類目的超過800家品牌商、零售商成交額翻倍增長。浙商證券最新研報指出,美團作爲本地生活服務龍頭,外賣短期受競爭影響,但長期核心壁壘仍舊兼顧。中長期看好到店競爭格局優化,閃購擡升增長想象空間,維持“買入”評級。另外還值得注意的是,據統計,截至昨日,南下資金已連續13日淨買入美團,共計144.1059億港元。

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