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科技股集體爆發:阿里、美團漲超4%,騰訊漲3%
格隆匯10月7日丨或受“芒格增持阿里”影響,港股科技股今日迎來集體大反彈,帶動恆生科技指數漲幅擴大至3.34%。其中,網易-S漲超9%,快手、京東健康、嗶哩嗶哩、美團和阿里漲超4%,京東、百度、騰訊漲超3%,小米漲近3%。芒格旗下公司Daily Journal Corporation公佈第三季度13-F文件顯示,自7月份以來,Daily Journal將阿里巴巴的持倉數量增加了82%。而今年一季度,該公司剛剛建倉阿里。有分析認為,芒格建倉的時機大概率是在阿里巴巴大跌之後,抄底意圖較為明顯。另外,今年8月,公開表示“越跌越買”的段永平稱,抄底了阿里巴巴和騰訊,也向投資界釋放了積極信號。
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