南北水 | 汇丰控股再遭北水抛售超3亿港元，南水买入中兴通讯超7亿元

格隆汇07-09

7月9日，北向资金全天净买入141.11亿元；其中，沪股通净买入89.33亿元，深股通净买入51.78亿元。前十大成交股中，净买入额居前三的是中兴通讯、长江电力、工业富联，分别获净买入7.39亿元、3.16亿元、2.79亿元。净卖出额居前三的是伊利股份、立讯精密、新易盛，分别遭净卖出3.44亿元、3.36亿元、2.28亿元。南下资金净买入港股36.51亿港元。其中：净买入中国移动2.34亿、美团...

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/2450043500?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/197c0-e3b850a5-fef3-41e2-9cb7-68fc360ce812.jpg?guru_height=700&guru_width=1000","is_english":false,"pubTime":"2024-07-09 19:24","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2450043500","market":"sg","top_or_hot":-1,"title":"南北水 | 汇丰控股再遭北水抛售超3亿港元，南水买入中兴通讯超7亿元","media":"格隆汇","content":"<div>\n<p>7月9日，北向资金全天净买入141.11亿元；其中，沪股通净买入89.33亿元，深股通净买入51.78亿元。前十大成交股中，净买入额居前三的是中兴通讯、长江电力、工业富联，分别获净买入7.39亿元、3.16亿元、2.79亿元。净卖出额居前三的是伊利股份、立讯精密、新易盛，分别遭净卖出3.44亿元、3.36亿元、2.28亿元。南下资金净买入港股36.51亿港元。其中：净买入中国移动2.34亿、美团...</p>\n\n<a href=\"https://www.gelonghui.com/p/841436\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","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>南北水 | 汇丰控股再遭北水抛售超3亿港元，南水买入中兴通讯超7亿元</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南北水 | 汇丰控股再遭北水抛售超3亿港元，南水买入中兴通讯超7亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-09 19:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/841436><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月9日，北向资金全天净买入141.11亿元；其中，沪股通净买入89.33亿元，深股通净买入51.78亿元。前十大成交股中，净买入额居前三的是中兴通讯、长江电力、工业富联，分别获净买入7.39亿元、3.16亿元、2.79亿元。净卖出额居前三的是伊利股份、立讯精密、新易盛，分别遭净卖出3.44亿元、3.36亿元、2.28亿元。南下资金净买入港股36.51亿港元。其中：净买入中国移动2.34亿、美团...</p>\n\n<a href=\"https://www.gelonghui.com/p/841436\">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":"LU1688375341.USD","symbol_name":"贝莱德中国灵活股票基金","start_time":0,"source_url":"https://www.gelonghui.com/p/841436","article_id":"2450043500","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/197c0-e3b850a5-fef3-41e2-9cb7-68fc360ce812.jpg?guru_height=700&guru_width=1000"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2450043500","pubTimestamp":1720524280,"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"跟踪南北向资金最新动态","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80700":"腾讯控股-R","600900":"长江电力","601138":"工业富联","601899":"紫金矿业","LU1688375341.USD":"贝莱德中国灵活股票基金","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK0271":"能源供应","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK0167":"5G","BK1502":"双十一","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1589":"北水核心资产","00700":"腾讯控股","LU0173614495.USD":"富达中国焦点A","00763":"中兴通讯","BK0010":"央企","BK0015":"沪股通50","BK0028":"国家队","BK0148":"宽带提速","HSBC":"汇丰","BK1506":"5G概念","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK0067":"物联网","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","HSBA.UK":"汇丰控股有限公司","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK0055":"第三方支付","BK0188":"融资融券","LU0228659784.USD":"施罗德金砖四国基金","BK4207":"综合性银行","IE0008368742.USD":"首域中国增长基金I Acc","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BK1586":"云计算","BK0175":"白马股","BK1601":"香港本地股","000063":"中兴通讯","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","BK0030":"云计算","BK0012":"证金概念","BK0196":"行业龙头","00005":"汇丰控股","BK1591":"就地过年概念","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","03143":"华夏香港银行股"},"translate_title":"Nanbei Water HSBC Holdings was sold by Beishui for more than HK $300 million again, and Nanshui bought ZTE for more than 700 million yuan","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"600900":0.9,"601138":0.9,"601899":0.9,"00763":1,"HSBC":1,"000063":0.9,"00005":0.9,"HSBA.UK":0.6,"03143":0.6,"00700":0.3},"content_text":"7月9日，北向资金全天净买入141.11亿元；其中，沪股通净买入89.33亿元，深股通净买入51.78亿元。前十大成交股中，净买入额居前三的是中兴通讯、长江电力、工业富联，分别获净买入7.39亿元、3.16亿元、2.79亿元。净卖出额居前三的是伊利股份、立讯精密、新易盛，分别遭净卖出3.44亿元、3.36亿元、2.28亿元。南下资金净买入港股36.51亿港元。其中：净买入中国移动2.34亿、美团1.89亿、中海油1.75亿、建设银行1.58亿、腾讯1.41亿、华虹半导体1.28亿；净卖出汇丰控股3.03亿，为连续第二日净卖出。据统计，南下资金已连续16日净买入建设银行，共计70.2204亿港元；连续15日净买入工商银行，共计63.3977亿港元。南水关注个股工业富联、中兴通讯分别获净买入2.79亿元、7.39亿元；国信证券指出，端侧AI市场认同度提升，消费电子产业链开启新成长周期，当前时点依然重点推荐手机业务占比领先的苹果产业链以及受益于半导体景气复苏。长江电力获净买入3.16亿元；消息面上，6月，我国最高气温≥35°C的平均高温日共有2.6天，比常年同期偏多0.9天。根据国家能源局，今年迎峰度夏全国用电负荷将快速增长，最高负荷预计同比增长超过1亿千瓦，极端情况下会增加到1.3亿千瓦。随着电力需求旺盛板块受益于成本端下行和需求上行，盈利能力有望稳步提升。 此外，电力改革有望助推行业优势持续。北水关注个股腾讯(00700)获净买入1.41亿港元。麦格理发布研究报告，将游戏《地下城与勇士》的财年预测由60亿人民币大幅上调至180亿至200亿人民币，带动腾讯游戏收入预测上调5%。国盛证券表示，游戏业务预计将企稳回升，视频号广告开启清晰成长曲线，整体业务组合向高质量优化，利润增长持续跑赢收入增长。紫金矿业(02899)获净买入6574万港元。消息面上，紫金矿业公告，公司预计上半年净利润约145.5-154.5亿元，同比增加约41%-50%。业绩增长主要由于矿产金、矿产铜和矿产银产量及销售价格同比上升。花旗表示，估计紫金第二季业绩胜预期，可能受黄金产量超预期、铜价上升及成本节约推动。其中预计紫金二季度黄金产量同比升13%至18.6吨，令半年产量配合全年产量同比升9%至73.5吨的指引。汇丰控股(00005)遭净卖出3.03亿港元。摩根士丹利发表报告表示，预计汇丰控股将于7月31日公布今年第二季业绩，由于贷款增长放缓和香港银行同业拆息(HIBOR)下降拖累净利息收入表现，但期内费用收入仍然强劲，该行指资本回报也将成为焦点，预计汇控将宣布进一步回购20亿美元。该行预计汇控2024年第二季除税前盈利79.36亿美元同比跌10%，环比跌37%；预计总体收入162.99亿美元同比跌4%，环比跌4%。","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/2450043500"}