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資金動向 | 北水繼續加倉港股!買入美團超6億,拋售騰訊超8億

今日,南下資金淨買入港股38.24億港元。

淨買入美團-W 6.46億、石藥集團1.77億、快手-W 1.49億;

淨賣出騰訊8.3億、小米集團-W 5.25億、中芯國際1.81億。

據統計,南下資金已連續7日淨買入美團,共計60.0051億港元;連續4日淨賣出小米,共計17.0764億港元;連續4日淨賣出騰訊,共計18.2024億港元。

北水關注個股

騰訊漲3.5%,相關報道援引消息人士稱 ,英偉達正向美國政府提交申請,要求恢復向中國銷售H20芯片,並預期很快能獲得許可。字節跳動及騰訊的申請也正在處理中,並表示英偉達建立了“白名單”(whitelist)機制,讓中國企業可以登記潛在採購意向。

美團漲4.38%,招商證券報告指出,中國電商行業競爭加劇導致盈利能見度下降。隨着夏季旺季到來,龍頭平臺補貼力度遠超預期。

小米集團微漲0.61%,英偉達創始人兼CEO黃仁勳與小米集團創始人、董事長兼CEO雷軍的兩張在北京的合影流出。

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