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資金動向 | 北水連續兩日淨賣出,大肆拋售騰訊、美團超20億港元

9月25日,南下資金淨賣出港股53.8億港元,為連續第二日淨賣出。

其中,淨買入阿里巴巴26.15億、藥明生物2.89億、快手1.24億;淨賣出騰訊20.87億、美團20.31億、小米8.6億、中國海洋石油6.72億、香港交易所3.53億、建設銀行1.78億、中國平安1.08億。

據統計,南下資金已連續9日淨買入阿里巴巴,共計315.55億港元;連續10日淨賣出美團,共計91.0349億港元;連續6日淨賣出騰訊,共計48.7244億港元;連續5日淨賣出中海油,共計15.8991億港元;連續5日淨賣出中國移動,共計10.518億港元;連續5日淨賣出建設銀行,共計9.9268億港元;連續4日淨賣出小米,共計13.5649億港元。

北水關注個股

騰訊控股:9月25日耗資約7.01億港元回購173萬股,每股回購價格為401.4港元-408.8港元。

藥明生物:據美國國會官網,當地時間9月23日,美《生物安全法》立法一事又有進展。在最新的修正案中,藥明生物已經被除名。同時,該方案擬更名為《禁止外國獲取美國基因信息法》,並將進一步聚焦人類數據相關業務。

美團:發行12億美元於2028年到期的4.5%優先票據,以及13億美元於2029年到期的4.625%優先票據,所得款項總額將約24.88億美元。公司表示,擬將票據發行所得款項淨額主要用於現有離岸債務的再融資及其他一般企業用途。

中國海洋石油:歐佩克預測,2029年石油需求將“強勁的中期增長”,達到1.123億桶/天,比2023年增加1010萬桶/天;到2050年,全球石油消費勢將增加1790萬桶/日,達到每天1.201億桶,即增長大約18%。這相較於去年,歐佩克進一步上調了對未來20多年的石油需求預期。

建設銀行:東莞證券指出,近期房地產、貨幣政策等政策組合拳接續落地,建議關注各項穩增長政策的落地情況,把握預期與信心扭轉的關鍵期,若後續各項託底政策持續發力顯效,將從根本上改善銀行業的經營環境,後續經濟指標的積極變化或將成為銀行板塊修復的重要催化劑。

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