异动解读 | 贝壳盘前大涨5.09%,强劲财报和南向资金增持提振信心

异动解读
Jul 10, 2025

贝壳(股票代码:BEKE)今日盘前大涨5.09%,引发市场广泛关注。这一强劲涨势主要受到公司2025年第一季度财报亮眼表现和南向资金增持的双重推动。

根据最新财报,贝壳2025年第一季度业绩表现出色。公司总交易额达8437亿元人民币,同比增长34.0%;净收入233亿元,同比增长42.4%;净利润8.55亿元,同比增长97.9%。这些积极的财务指标显示公司业务正在快速增长,增强了投资者对其未来发展的信心。

此外,南向资金的持续增持也为贝壳股价提供了支撑。数据显示,7月9日南向资金增持贝壳68.25万股,截至当日收盘,港股通共持有贝壳21614.69万股,占流通股6.20%。这表明机构投资者对贝壳的长期发展前景持乐观态度。然而,投资者仍需关注公司在高管薪酬、员工待遇等方面的争议,以及房源真实性等潜在风险因素。

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