资金动向 | 北水再加仓阿里近18亿港元、抢筹美团近9亿港元，继续抛售中国移动

格隆汇10-29

10月29日，南下资金净买入港股67.53亿港元。其中，港股通（沪）净买入38.99亿港元，港股通（深）净买入28.54亿港元。净买入阿里巴巴17.69亿、恒生中国企业9.18亿、美团8.87亿、盈富基金8.42亿、腾讯3.68亿、协鑫科技3.39亿、信达生物1.41亿、小米1.16亿；净卖出中国海洋石油3.29亿、中国移动3.14亿。据统计，南下资金已连续5日净买入小米，共计26.3277亿港元...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241029182759ab7e7d3c&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月29日，南下资金净买入港股67.53亿港元。其中，港股通（沪）净买入38.99亿港元，港股通（深）净买入28.54亿港元。净买入阿里巴巴17.69亿、恒生中国企业9.18亿、美团8.87亿、盈富基金8.42亿、腾讯3.68亿、协鑫科技3.39亿、信达生物1.41亿、小米1.16亿；净卖出中国海洋石油3.29亿、中国移动3.14亿。据统计，南下资金已连续5日净买入小米，共计26.3277亿港元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241029182759ab7e7d3c&s=b\">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":"80883","symbol_name":"中国海洋石油-R","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241029182759ab7e7d3c&s=b","article_id":"2479471538","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241029182759ab7e7d3c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Mobile","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"80941":0.9,"83690":0.9,"00941":1,"BABA":0.7},"content_text":"10月29日，南下资金净买入港股67.53亿港元。其中，港股通（沪）净买入38.99亿港元，港股通（深）净买入28.54亿港元。净买入阿里巴巴17.69亿、恒生中国企业9.18亿、美团8.87亿、盈富基金8.42亿、腾讯3.68亿、协鑫科技3.39亿、信达生物1.41亿、小米1.16亿；净卖出中国海洋石油3.29亿、中国移动3.14亿。据统计，南下资金已连续5日净买入小米，共计26.3277亿港元；连续5日净买入协鑫科技，共计11.3883亿港元；连续3日净买入腾讯，共计5.7526亿港元；连续5日净卖出中国移动，共计15.2032亿港元；连续3日净卖出中国海洋石油，共计6.3277亿港元。另外值得注意的是，自纳入港股通以来的27个交易日，南下资金已累计净买入阿里巴巴633.0418亿港元。北水关注个股阿里巴巴（09988.HK）收涨0.93%，今日获净买入17.69亿港元；消息面上，阿里巴巴国际站发布首个全流程AI产品，能实现整个外贸经营的全流程托管，还能关联企业专属知识库，形成个性化解决方案。目前已有6万商家用上了阿里国际站AI助手。小米集团（01810.HK）收涨1.37%，今日获净买入1.16亿港元；消息面上，今晚7点，小米将举行年度旗舰发布会，除了小米15系列、小米澎湃OS 2等多款产品外，小米SU7 Ultra量产版也将发布，小米汽车官宣，小米SU7 Ultra成为了纽北全球最速四门车，成绩为6分46秒874！协鑫科技（03800.HK）：今日收跌7.02%，获净买入3.39亿港元；民生证券发布研报称，近期受组件价格调涨以及硅料供给端能耗管控预期影响，光伏板块迎来反弹，若后续顶层设计出台相关供给端改革政策，光伏主链盈利有望迎来底部反转。美团(03690.HK)：今日收涨2.21%，获净买入8.87亿港元；消息上，美团支付加入数字人民币App支付平台，在此之前，支付宝、微信支付先后加入。后续美团支付将为用户提供钱包快付服务，在美团、美团外卖、大众点评可用。野村证券对美团维持“买入”评级，并将其目标股价从151港元大幅上调至224港元。中国海洋石油（00883.HK）：今日收跌1.5%，获净卖出3.29亿港元；消息上，因中东地缘政治风险驱动下的风险溢价逐步消退，花旗已将未来12个月布伦特油价预测下调至60美元/桶。此外，OPEC及IEA两大机构均已连续第三个月下调了对全球石油需求的预测。2024年前三季度，中国海油实现营业收入3260.24亿元，同比上升6.26%；实现净利润1166.84亿元，同比上升19.48%；实现归母净利润1166.59亿元，同比上升19.47%。中国移动（00941.HK）：今日收跌0.42%，获净卖出3.14亿港元；消息上，中国移动2024年前三季度营业收入为7915亿元，同比增长2.0%；其中，主营业务收入为6780亿元，同比增长2.0%，其他业务收入为1134亿元，同比增长2.2%；税息折旧及摊销前利润为2631亿元，同比下降2.0%；税息折旧及摊销前利润占主营业务收入比为38.8%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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