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資金動向 | 北水再度掃貨港股超98億,狂買山高控股22.4億港元
格隆匯 09-19 21:30

9月19日,南下資金淨買入港股98.38億港元。

其中:淨買入山高控股22.4億港元、阿里巴巴-W 17.27億港元、盈富基金10.7億港元、泡泡瑪特9.01億港元、美團-W 8.47億港元、華虹半導體2.37億港元、鴻騰精密1.33億港元淨賣出騰訊控股6.22億港元、小米集團-W 3.98億港元

據統計,南下資金已連續21日淨買入阿里巴巴,共計578.2789億港元;連續5日淨買入美團,共計57.4793億港元;連續5日已經賣出騰訊,共計16.2824億港元。

北水關注個股

​山高控股山高控股9月16日宣佈一項規模最高達1億美元的股份回購計劃。山高控股稱,董事會已決議行使股東周年大會上所獲之一般性授權,在公開市場進行股份回購,公司計劃以每股不超過17港元的價格回購股份,總金額不超過1億美元,資金將來自現有現金流及營運資金。

泡泡瑪特花旗發報吿表示,認為泡泡瑪特(9992.HK)近期股價回調,主要來自市場對LABUBU轉售價格下跌的擔憂。花旗並不認為這是IP熱度下降的跡象。相反,集團針對真實需求進行的補貨舉措,及改善顧客體驗、抑制轉售活動的措施,應有助於從長遠來看增強IP的競爭力。花旗建議投資者更多關注銷售趨勢,尤其是其自有渠道中快速售罄的現象仍在持續。故重申“買入”評級,維持目標價398港元。

美團:美團外賣稱,從9月開始,將為商家提供更大額度“明廚亮灶”硬件補貼和現金助力金。外賣餐飲商家可通過自薦或推薦方式報名,完成設備初裝入網、持續在線開播、核驗認證後,將收到現金補貼。同時,美團“明廚亮灶”補貼將增加至5億元,用於幫助商家提升後廚透明度。

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