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港股夜期+ADR+北水|夜期收市跌33點 阿里巴巴美股低港2%(不斷更新) - 香港經濟日報 - 即時新聞頻道 - 即市財經 - 股市 @ 2024-11-06T Back Hot News
Keyword:北水
Concept:北水成交淨買入 , 資金加倉騰訊阿里
北水資金搶籌科網股,騰訊(00700)、阿里巴巴-W(09988)、美團-W(03690)、快手-W(01024)分別獲淨買入6.62億、6.53億、2.74億、2億港元。消息面上,瑞銀投資銀行中國互聯網研究主管方錦聰此前表示,內地互聯網行業的競爭已趨向緩和,平台走向合作,將有利於提升變現率,進而帶動收入增長和利潤率提升。目前內地互聯網業的市盈增長率(PEG)約1.1倍,處於歷史平均水平,但若考慮內地刺激經濟政策落地、競爭緩和等因素,相信互聯網板塊估值仍被低估,還有上行空間,PEG升至1.3倍屬較合理期望。
第四范式(06682)獲淨買入5377萬港元。消息面上,CHOICE數據顯示,截至10月30日,南向資金持有第四范式4651.47萬股,持股市值11.09億港元,較上個交易日增加6208.68萬港元,持股數量占發行股的17.41%。值得注意的是,截至9月底,南向資金持有第四范式的比例僅不足1%,這意味著內資近期集中加倉第四范式。此外,第四范式9月底公告,公司控股股東戴文淵博士自願承諾延長禁售期12個月。

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