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【開市9點半】港股過山車日夜開動北水基金高唱贖回- 香港經濟日報- 即時新聞頻道- 即市財經- 股市 @ 2021-03-12T08: Back Hot News
Keyword:騰訊 北水
Concept:美團騰訊
港股通北水今日淨賣出132億元港股,為歷來走資金額第二高。據聯交所數據,騰訊 (00700)、美團 (03690)走資明顯,全日分別被北水減持29.8億元和25.6億元,5大北水成交股份中,中移動 (00941)為唯一錄得北水淨買入的港股,吸資2.29億元。
「北水」昨日淨沽貨高達88.66億元,為港股通史上單日第三多,即使南下資金淨買入18.05億元小米集團(01810),惟繼續掟騰訊控股(00700)及美團(03690),兩股分別再錄淨賣出16.3億元及14.48億元,連中國移動(00941)也出現淨賣出7.65億元。
展望後市,A股續弱,對港股的影響不能掉以輕心。今日北水淨流出逾130億元,直接令北水愛股如美團、騰訊 (00700)、港交所 (00388)等受壓。另外,需緊盯美10年債息會否再抽上,現向上逼近1.6厘。在債息抽升下,新經濟股恐仍有壓力。若債息突破1.8厘,恐怕連傳統經濟股亦將面臨沽壓。
「北水」周一淨賣出達131.81億元,為互聯互通機制開通超過7年以來單日第二多,一直獲南下資金追捧的騰訊控股(00700)及美團分別遭淨賣出29.84億元及25.62億元。藥明生物(02269)也錄得13.87億元淨賣出,收跌9.66%,為表現最差藍籌。中國移動(00941)則錄得淨買入22.91億元,股價逼近60元現阻力,收市倒跌1.05%,報56.25元。
港股總成交額縮至約1,910億元,沽空比率12.17%。「北水」透過港股通淨賣出43.35億元,連續3日累計掟貨逾160億元,跟之前大舉南下時股圈充斥著的「港股熱」不同,騰訊(00700)和美團(03690)再分別錄得淨賣出12.2億元及14.18億元。
【港股通】北水走資132億 騰訊美團走資重災、中移動逆市吸資 內地基金憂現贖回潮

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