北水动向|北水成交净买入77.37亿腾讯(00700)再获11亿港元加仓石油股遭抛售

智通财经06-05

智通财经APP获悉，6月5日港股市场，北水成交净买入77.37亿港元，其中港股通(沪)成交净买入49.58亿港元，港股通(深)成交净买入27.8亿港元。北水净买入最多的个股是腾讯(00700)、中国移动(00941)、中国银行(03988)。北水净卖出最多的个股是中石油(00857)、工商银行(01398)、建设银行(00939)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)再...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2441236228?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-05 17:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2441236228","market":"us","top_or_hot":-1,"title":"北水动向|北水成交净买入77.37亿 腾讯(00700)再获11亿港元加仓 石油股遭抛售","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，6月5日港股市场，北水成交净买入77.37亿港元，其中港股通(沪)成交净买入49.58亿港元，港股通(深)成交净买入27.8亿港元。北水净买入最多的个股是腾讯(00700)、中国移动(00941)、中国银行(03988)。北水净卖出最多的个股是中石油(00857)、工商银行(01398)、建设银行(00939)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)再...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1131454.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>北水动向|北水成交净买入77.37亿 腾讯(00700)再获11亿港元加仓 石油股遭抛售</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n北水动向|北水成交净买入77.37亿 腾讯(00700)再获11亿港元加仓 石油股遭抛售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-05 17:42 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1131454.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，6月5日港股市场，北水成交净买入77.37亿港元，其中港股通(沪)成交净买入49.58亿港元，港股通(深)成交净买入27.8亿港元。北水净买入最多的个股是腾讯(00700)、中国移动(00941)、中国银行(03988)。北水净卖出最多的个股是中石油(00857)、工商银行(01398)、建设银行(00939)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)再...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1131454.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0072913022.USD","symbol_name":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1131454.html","article_id":"2441236228","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2441236228","pubTimestamp":1717580546,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，6月5日港股市场，北水成交净买入77.37亿港元，其中港股通(沪)成交净买入49.58亿港元，港股通(深)成交净买入27.8亿港元。北水净买入最多的个股是腾讯 、中国移动、中国银行。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯再获净买入11.36亿港元。中国移动获净买入9.37亿港元。而工商银行、建设银行分别遭净卖出1.09亿、6723万港元。盈富基金获净买入4.15亿港元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80700":"腾讯控股-R","80883":"中国海洋石油-R","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","BK1526":"科网股","LU0048597586.USD":"富达亚洲焦点A","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0051755006.USD":"摩根大通中国A (dist)","BK1521":"挪威政府全球养老基金持仓","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","IE00BWDBJ730.SGD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Mdis SGD-H Plus","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","TCEHY":"腾讯控股ADR","00857":"中国石油股份","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","00770":"SHANGHAI GROWTH","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","01378":"中国宏桥","BK1608":"元宇宙概念","BK1531":"手游股","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","00941":"中国移动","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK1594":"碳中和概念股","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","BK1528":"石油股票概念","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD"},"translate_title":"Beishui Dongxiang Beishui traded a net purchase of 7.737 billion Tencent (00700) received another 1.1 billion Hong Kong dollars to increase its position in oil stocks and was sold off","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"80883":0.6,"TCEHY":1,"00857":0.9,"01378":0.9,"00770":0.9,"00941":0.9},"content_text":"智通财经APP获悉，6月5日港股市场，北水成交净买入77.37亿港元，其中港股通(沪)成交净买入49.58亿港元，港股通(深)成交净买入27.8亿港元。北水净买入最多的个股是腾讯(00700)、中国移动(00941)、中国银行(03988)。北水净卖出最多的个股是中石油(00857)、工商银行(01398)、建设银行(00939)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)再获净买入11.36亿港元。消息面上，国泰君安指出，“腾讯元宝”APP上线发布，公司正式进军C端AI助手领域。混元大模型全新升级，叠加优质内容生态加持，元宝的AI搜索等功能效果出色。该行看好AI能力对公司各项业务进行赋能提效，同时优质内容生态也有助提升腾讯元宝等AI产品体验，认为公司优质生态与AI产品能力将形成互相促进，形成正向循环。中国移动(00941)获净买入9.37亿港元。消息面上，有知情人士向媒体透露，苹果去年曾与中国移动洽谈在中国推出Apple TV+流媒体服务相关事宜。媒体称，目前双方谈判状态尚不明确。协议内容规定，中国移动将通过机顶盒提供Apple TV+服务，按月收费，订阅收入由双方共享。报道还补充称，按照中国法律规定，Apple TV+不会在中国市场独立运营，其内容可能上线中国移动旗下的咪咕视频。内银股再现分化，中国银行(03988)获净买入5.62亿港元。而工商银行(01398)、建设银行(00939)分别遭净卖出1.09亿、6723万港元。消息面上，东兴证券分析师林瑾璐表示，当前政策强调呵护银行息差稳定、防范高息揽储，预计利率自律机制将持续维护存款竞争秩序，银行存款挂牌利率亦可能进一步下调。光大银行金融市场部分析师周茂华亦认为，目前，银行净息差压力大，市场利率维持低位等，银行存款利率仍存在一定调降空间。盈富基金(02800)获净买入4.15亿港元。消息面上，浙商国际指出，当下市场基本面未有明显起色；资金面不确定性较大；政策面虽在不断加码，但前期过大过快的涨幅透支政策预期；伴随着市场的回撤和成交量的萎缩，市场情绪面明显回落。因此对短期后市走势重回偏谨慎的态度。中长期而言，该行认为港股市场估值较其他国家市场仍具性价比，底部分批配置的性价比较高。北水资金加仓煤炭股，中国神华(01088)、兖矿能源(01171)分别获净买入2.74亿、1.7亿港元。消息面上，华泰证券发布研报称，煤炭行业整体进入净现金的资产负债表状态，分红率的持续提升，都推动煤炭板块投资转变为聚焦现金流与分红的股息估值逻辑。该行指出，二三线企业在煤炭价格预期稳步提升下，具备分红提升的潜力，与更高的股价弹性。中国宏桥(01378)获净买入2.53亿港元。消息面上，据Mysteel，5月国内氧化铝现货价格大幅上行，氧化铝加权月均价为3745元/吨，较上月上涨416元/吨，环比上涨12.50%。华泰期货指出，河南和山西地区因安全环保原因停产的铝土矿山复产有一定进展，不过当前复产并未上量，预计短期内可能也难以实现大量复产，晋豫国产矿现货供应紧缺。前期原用国产矿生产的氧化铝厂为保生产需补充进口铝土矿。中芯国际(00981)获净买入1.22亿港元。消息面上，东吴证券称，大基金三期募资落地，规模3440亿元创新纪录为历史之最。此次广东国资，天津国资都是新增的出资单位，未来判断对当地项目返投的投资比例会较大幅度上升。重资产特点的晶圆厂是最直接受益方向（先进制程FAB扩产会加速）；设备属于间接受益。内资抛售石油股，中石油(00857)、中海油(00883)分别遭净卖出3.47亿、4084万港元。消息面上，浙商证券指出，6月2日OPEC+的减产协议中正式同意将220万桶/日的自愿减产措施延长至2024年9月底，但同时表示，OPEC+将在2024年10月至2025年9月期间逐步取消自愿减产措施，市场担心今年四季度后有逐步取消减产的可能，扭转当前供应偏紧的格局，6月3日油价出现较大跌幅。但沙特在会议中对此也有补充说明，其提到，一切将根据市场情况，未来逐月取消减产的计划也可能会被逆转。此外，小米集团-W(01810)、美团-W(03690)分别获净买入1.69亿、1.19亿港元。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2441236228"}

北水动向|北水成交净买入77.37亿 腾讯(00700)再获11亿港元加仓 石油股遭抛售

精彩评论

北水动向|北水成交净买入77.37亿腾讯(00700)再获11亿港元加仓石油股遭抛售