資金動向 | 北水豪買騰訊18.71億港元，小米連續3日獲淨買入
8月21日，南下資金淨買入港股74.61億港元。
其中：淨買入騰訊控股18.71億港元、美團-W 13.91億港元、小米集團-W 12.74億港元、老鋪黃金2.55億港元、南方恆生科技1.37億港元；淨賣出盈富基金8.24億港元、中興通訊6.3億港元、阿里巴巴-W 2.81億港元、匯量科技2.26億港元、中芯國際1.88億港元、衆安在線1.32億港元、東方甄選1.27億港元。
據統計，南下資金已連續5日淨買入騰訊，共計55.7254億港元；連續3日淨買入小米，共計21.9847億港元。
北水關注個股
騰訊控股：騰訊控股的《無畏契約》手遊本週強勁亮相，在中國上線首日就吸引了100萬美元的iPhone平臺玩家支出。這款2020年首次登陸PC端的炫彩射擊遊戲，是騰訊今年推出的重磅手遊之一。根據Appfigures的數據，這款遊戲首日下載量約爲17萬次，與騰訊一年前推出的《地下城與勇士》手遊相當，依然是所有iPhone應用中最高的一個。
美團：當地時間8月19日上午11點，美團旗下國際外賣品牌Keeta正式在卡塔爾首都多哈上線。這是繼沙特阿拉伯之後，美團國際化業務在中東市場的又一重要突破。Keeta表示，基於我們在沙特的良好進展，我們選擇卡塔爾作爲Keeta在中東的第二站。卡塔爾作爲世界上人均GDP最高的經濟體之一，其外賣市場具有巨大的增長潛力。
小米集團：星展銀行(DBS)分析師在研報中表示，小米集團-W(1810.HK)估值有望上調，主要受益於其在各業務板塊持續提升的市場份額。分析師指出，公司憑藉物聯網（IoT）業務驅動的利潤率擴張及電動車（EV）業務的穩健增長，有望在長期內抵消全球智能手機增長乏力所帶來的拖累。
老鋪黃金：老鋪黃金首席財務官李佳21日在中期業績說明會上稱，老鋪黃金公司存貨由去年底的40.88億增加至本期末的86.85億。產品存貨增加主要爲滿足門店優化新店拓展業績增長的產品增量需求，存貨週轉天數由去年的195天下降至150天。
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