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《大行報告》大摩:本年至今「北水」對主要消費股持倉較去年底持平 奈雪的茶、呷哺呷哺等受捧
摩根士丹利發表報告,指在1月30日至2月10日約兩周期間,59隻本港上市主要消費股錄得「北水」淨流出。惟以流通股份計,本年至今「北水」平均持倉佔比與去年底持平。 報告稱,本年至今24隻本港上市主要消費股錄「北水」淨流入,31隻錄「北水」淨流出,4隻「北水」持倉佔比無起跌。 大摩補充,以「北水」持倉變幅較流通股份佔比計,本年至今錄得最多「北水」流入股份包括奈雪的茶(02150.HK)、呷哺呷哺(00520.HK)、泡泡瑪特(09992.HK)、優然牧業(09858.HK)及新東方在線(01797.HK)。 另本年至今錄得最多「北水」流出股份包括九毛九(09922.HK)、天立國際控股(01773.HK)、希望教育(01765.HK)、中國科培(01890.HK)及新高教(02001.HK)。
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