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資金動向 | 北水連續20日淨買入阿里巴巴,拋售華虹半導體超11億港元

9月18日,南下資金淨買入港股62.88億港元。

其中:淨買入美團-W 14.12億港元、阿里巴巴-W 12.1億港元、泡泡瑪特12.07億港元、小米集團-W 6.6億港元、香港寬頻4.27億港元、優必選1.71億港元淨賣出華虹半導體11.65億港元、騰訊控股4.18億港元、中芯國際2.77億港元

據統計,南下資金已連續20日淨買入阿里巴巴,共計561.0089億港元;連續4日淨買入美團,共計49.0023億港元。

北水關注個股

阿里巴巴高盛將阿里巴巴雲端估值上調,從每ADS 36美元升至43美元,基於對2026財年第二至第四季度雲端增長假設,上調至按年升30%至32%(原爲28%至30%),並相應將阿里巴巴的SOTP(分部估值法)12個月目標價從163美元上調至179美元,港股目標價從158港元上調至174港元,維持“買入”評級。

泡泡瑪特摩根士丹利發表研究報告指出,市場近期對泡泡瑪特的情緒轉趨謹慎,將公司提高供應視爲負面因素,但該行的看法則相反,參考寶可夢在2021至2022年大幅增加卡牌產能以解決炒賣與客戶體驗問題,雖然二手價格有所下跌,但客戶基數擴大,推動需求持續強勁。該行認爲,IP產品市場規模已相當可觀且持續成長,相信泡泡瑪特差異化的商業模式與競爭優勢,可以把握日益增長的kidult消費需求。

小米集團:董事長雷軍發微博稱,小米17系列,產品力跨代升級,全面對標iPhone,正面迎戰!此前,小米集團合夥人、總裁盧偉冰發文稱,過去5年,我們研發投入超過1000億人民幣,未來5年投入將加碼到2000億人民幣。這一次,在小米17系列上,大家將會看到我們一系列最新成果的呈現。

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