北水动向|北水成交净买入220.33亿科网股及港股ETF受追捧内资逢低抢筹阿里(09988)超66亿港元

智通财经2025-02-25

智通财经APP获悉，2月25日港股市场，北水成交净买入220.33亿港元，其中港股通(沪)成交净买入128.9亿港元，港股通(深)成交净买入91.42亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、盈富基金(02800)、腾讯(00700)。北水净卖出最多的个股是华虹半导体(01347)、中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股隔夜美股阿里巴巴(BABA.US...

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/2514066653?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-25 17:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2514066653","market":"us","top_or_hot":-1,"title":"北水动向|北水成交净买入220.33亿 科网股及港股ETF受追捧 内资逢低抢筹阿里(09988)超66亿港元","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，2月25日港股市场，北水成交净买入220.33亿港元，其中港股通(沪)成交净买入128.9亿港元，港股通(深)成交净买入91.42亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、盈富基金(02800)、腾讯(00700)。北水净卖出最多的个股是华虹半导体(01347)、中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股隔夜美股阿里巴巴(BABA.US...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1254114.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220.33亿 科网股及港股ETF受追捧 内资逢低抢筹阿里(09988)超66亿港元</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北水动向|北水成交净买入220.33亿 科网股及港股ETF受追捧 内资逢低抢筹阿里(09988)超66亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 17:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1254114.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，2月25日港股市场，北水成交净买入220.33亿港元，其中港股通(沪)成交净买入128.9亿港元，港股通(深)成交净买入91.42亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、盈富基金(02800)、腾讯(00700)。北水净卖出最多的个股是华虹半导体(01347)、中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股隔夜美股阿里巴巴(BABA.US...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1254114.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":"LU0320764243.SGD","symbol_name":"FTIF - Templeton Emerging Markets A Acc SGD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1254114.html","article_id":"2514066653","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2514066653","pubTimestamp":1740476977,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，2月25日港股市场，北水成交净买入220.33亿港元，其中港股通(沪)成交净买入128.9亿港元，港股通(深)成交净买入91.42亿港元。北水净买入最多的个股是阿里巴巴-W、盈富基金、腾讯。北水继续加仓港股ETF，盈富基金、恒生中国企业分别获净买入52.32亿、17.78亿港元。腾讯 获净买入22.07亿港元。芯片股出现分化，中芯国际获净买入5.51亿港元，而华虹半导体遭净卖出5.93亿港元。而中国移动遭净卖出1.22亿港元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80700":"腾讯控股-R","89988":"阿里巴巴-WR","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","HBBD.SI":"Alibaba HK SDR 5to1","LU0594300419.USD":"富达中国消费基金A","LU0051755006.USD":"摩根大通中国A (dist)","BK4535":"淡马锡持仓","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","HSTECH":"恒生科技指数","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","BK1589":"北水核心资产","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK4550":"红杉资本持仓","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","YANG":"三倍做空富时中国ETF-Direxion","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1883866441.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) ACC","FDN":"First Trust Dow Jones Internet I","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","09988":"阿里巴巴-W","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","02800":"盈富基金","HSCEI":"国企指数","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","HTCD.SI":"Tencent HK SDR 10to1","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC"},"translate_title":"Beishui Dongxiang Beishui's net purchase was 22.033 billion Hong Kong dollars. Technology and Internet stocks and Hong Kong stock ETFs were sought after. Domestic investors rushed to raise funds on dips. Alibaba (09988) exceeded HK $6.6 billion","themeId":"b3a22cafab6dea2ac9e737ecbc65e49c","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"89988":0.6,"09988":1,"HSCEI":1,"HTCD.SI":0.6,"HSTECH":1,"YANG":1,"HBBD.SI":0.6,"FDN":1,"02800":0.9},"content_text":"智通财经APP获悉，2月25日港股市场，北水成交净买入220.33亿港元，其中港股通(沪)成交净买入128.9亿港元，港股通(深)成交净买入91.42亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、盈富基金(02800)、腾讯(00700)。北水净卖出最多的个股是华虹半导体(01347)、中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股隔夜美股阿里巴巴(BABA.US)重挫逾10%，阿里巴巴-W(09988)早盘低开近8%，北水资金逢低抢筹，全天净买入额达到66.44亿港元。消息面上，阿里公布，计划未来三年投入至少3800亿元人民币，用于建设云计算和AI基础设施。美银证券发表研报称，阿里截至去年12月底止上财季财报显著胜预期，云业务及AI是阿里策略焦点及主要投资领域。该行相信，此AI需求快速扩张会令云智能业务收入在2026财年按年增逾30%，但毛利会因为竞争激烈及较高的资本支出而受压。北水继续加仓港股ETF，盈富基金(02800)、恒生中国企业(02828)分别获净买入52.32亿、17.78亿港元。消息面上，中信建投认为，自1月底开始，港股市场受到科技板块的引领开始快速回升。资金结构方面，外资短期冲击强，而南向延续稳定持续流入的态势，将成为港股市场长期增量资金的主要来源。从后续走势来看，资金关注度或将从科技股转向价值股。长期下，该行认为港股牛市将进一步延续。腾讯(00700)获净买入22.07亿港元。消息面上，申万宏源指出，Deepseek开源、低成本模型的普及带来模型平权，而腾讯控股在应用场景上优势明显，因此在AI产业链进入AI应用投资阶段时具备明显的后发优势。一方面，腾讯在自研混元模型的同时，接入Deepseek可规避单一技术路线风险。另一方面，腾讯掌握了应用场景+数据+云+推理算力储备，有望在“开源模型+私有数据”AI应用构建阶段具备后发优势。理想汽车-W(02015)获净买入11.35亿港元。消息面上，2月25日，理想汽车官微公布i8官图信息，该车型为其首款纯电SUV。据了解，i系列是理想汽车全新的纯电SUV系列，与L系列、MEGA并列，3个产品系列共同构成完整的车型矩阵。里昂认为，不论SUV i8的发布时机或车辆设计，均超出市场预期；预计i系列销售前景更具可见性。芯片股出现分化，中芯国际(00981)获净买入5.51亿港元，而华虹半导体(01347)遭净卖出5.93亿港元。消息面上，国泰君安研究认为，AI竞赛加剧，产业加速发展，而芯片制造目前是中国AI产业主要瓶颈，有望随着产业链成熟逐步突破。半导体制造、封测环节的企业有望受益于巨大的国产市场需求，建议增持中芯国际、华虹半导体等。但大摩此前指出，华虹8英寸成熟工艺节点面临竞争下的潜在定价压力。此外，小鹏汽车-W(09868)、小米集团-W(01810)分别获净买入2.83亿、1亿港元。而中国移动(00941)遭净卖出1.22亿港元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","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/2514066653","isCrawlerRequest":true}

北水动向|北水成交净买入220.33亿 科网股及港股ETF受追捧 内资逢低抢筹阿里(09988)超66亿港元

精彩评论

北水动向|北水成交净买入220.33亿科网股及港股ETF受追捧内资逢低抢筹阿里(09988)超66亿港元