資金動向 | 北水加倉港股超234億港元,連續9日搶籌騰訊
8月5日,南下資金淨買入港股234.26億港元,創今年3月12日以來單日淨買入額新高。
其中:淨買入盈富基金62.93億、騰訊控股8.31億、南方恒生科技7.98億、快手-W 6.46億、理想汽車-W 5.86億、阿里巴巴-W 5.11億、美圖公司3.86億、康方生物2.9億、美團-W 2.7億、小米集團-W 2.48億、英諾賽科2.32億、中芯國際1.21億。
據統計,南下資金已連續9日淨買入騰訊,共計44.2602億港元;連續8日淨買入小米,共計44.1027億港元;連續4日淨買入快手,共計24.5176億港元。

北水關注個股
騰訊控股:摩根士丹利發佈研究報吿,予騰訊控股目標價650港元及“增持”評級,預期2025年在線遊戲收入同比增長14%,因新遊戲《無畏契約》手遊表現強勁推動增長預期。
理想汽車-W:理想汽車宣佈調整純電車型理想i8的配置及售價:此前全系3個版本車型僅保留Max版,且將其售價由原34.98萬元下調至33.98萬元。在業內人士和不少關注理想i8的潛在消費者看來,理想汽車此次調整實質上是“增配降價”。
美團-W:美團宣佈,即日起,美團正式啟動中小商户發展扶持計劃,向中小商户發放助力金,支持更多餐飲小店實現穩定增長。預計到今年年底,美團助力金將新增覆蓋超10萬家餐飲小店,單店助力金最高5萬元。
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