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資金動向 | 北水連續9日加倉美團,減倉泡泡瑪特超8億、騰訊近4億

7月17日,南下資金淨買入港股18.55億港元。

其中,淨買入美團-W 6.05億、建設銀行5.9億、小米集團-W 3.15億、中國軟件國際1.27億、國泰君安國際1.19億。

淨賣出泡泡瑪特8.44億、騰訊控股3.79億。

據統計,南下資金已連續9日淨買入美團,共計74.6284億港元;連續6日淨賣出騰訊,共計39.567億港元。

北水關注個股

泡泡瑪特今日跌0.87%,大摩預計,泡泡瑪特短期內股價將創新高,隨後可能出現動量投資者的獲利了結行爲。不過,大摩將泡泡瑪特目標價從302港元上調21%至365港元,並認爲基於上調後的預估,泡泡瑪特仍具有“引人注目的上漲空間”。

美團今日漲1.13%,最新報125.5港元/股,總市值7667.91億港元。

建設銀行今日跌0.95%,最新報8.31港元/股,總市值2.17萬億港元。建設銀行公告,董事會同意聘任雷鳴先生擔任本行副行長。

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