北水动向|北水成交净买入103.99亿北水加仓阿里(09988)近50亿港元抛售盈富基金(02800)超21亿

智通财经2025-02-26

智通财经APP获悉，2月26日港股市场，北水成交净买入103.99亿港元，其中港股通(沪)成交净买入21.26亿港元，港股通(深)成交净买入82.73亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、小米集团-W(01810)、腾讯(00700)。北水净卖出最多的个股是盈富基金(02800)、中国移动(00941)、华虹半导体(01347)。港股通(沪)活跃成交股港股通(深)活跃成交股...

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href=http://www.zhitongcaijing.com/content/detail/1254741.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26日港股市场，北水成交净买入103.99亿港元，其中港股通(沪)成交净买入21.26亿港元，港股通(深)成交净买入82.73亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、小米集团-W(01810)、腾讯(00700)。北水净卖出最多的个股是盈富基金(02800)、中国移动(00941)、华虹半导体(01347)。港股通(沪)活跃成交股港股通(深)活跃成交股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1254741.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":"HBBD.SI","symbol_name":"Alibaba HK SDR 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Chat中引入全新推理模型QwQ，并在Qwen2.5-Max基础上构建QwQ-MaxPreview。花旗发表报告指，上述进展显示阿里仍致力于以更快的速度抓住AI机会，维持阿里“买入”评级，目标价166港元，相当于预测2026财年市盈率10倍。腾讯(00700)获净买入13.66亿港元。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13.09亿港元。消息面上，理想汽车首次发布纯电SUV i8图片，i8外观改动明显。中金指出，此前纯电业务市场分歧主要聚焦外观和补能。i8首次亮相，外观相比MEGA有大量改动，市场悲观情绪有所缓解；该行判断i8将于年中左右发布，车型近期或有更多积极信息逐步释放。对纯电业务不必悲观。港交所(00388)获净买入11.5亿港元。消息面上，香港特区政府财政司司长陈茂波今日表示，为推动更多股票以人民币交易，提升市场流动性，两地正就落实人民币交易柜台纳入港股通，全速进行技术准备。里昂指，相信IPO复苏和南向资金流入将成为港交所今年的两大基本面动力。港交所潜在的催化剂包括内地政策的积极惊喜、潜在的股息税减免，以及更创新的三年战略计划。芯片股继续分化，中芯国际(00981)获净买入5.31亿港元，而华虹半导体(01347)遭净卖出8165万港元。消息面上，据财联社报道，特朗普政府正在草拟更严格的半导体限制措施，并向关键盟友施压，要求他们升级对中国芯片产业的限制。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。小鹏汽车-W(09868)获净买入4.6亿港元。消息面上，小鹏汽车董事长CEO何小鹏今日宣布，新款小鹏G6将于2月28日正式亮相。此外，何小鹏近日在小鹏X9海外发运仪式上表示，公司计划在2025年推出准L3和L3自动驾驶，相关技术架构能复用至人形机器人的脚、手结构，并且公司有望成为中国最早量产L3机器人的企业之一。方正证券指出，机器人与汽车在制造和供应链层面具备高度协同性，发力机器人赛道将有力推动公司突破现有产品形态边界，有望在“L3级别”机器人领域抢占市场先机。美团-W(03690)获净买入4.09亿港元。消息面上，中信证券发布研报称，美团-W一直以来对新技术的投入和应用十分积极，此轮科技创新浪潮更利于各细分赛道龙头企业提升竞争力。该行指出，美团为骑手缴纳社保长期意义高于短期成本影响，社保等相对事项已酝酿数年、本身推进存在周期，长久看有利于平台生态健康并加强竞争力。盈富基金(02800)遭净卖出21.13亿港元。消息面上，中信证券指出，当前恒指和恒科的动态PE仅处于历史45%和31%的分位数，叠加业绩预期的上修和卖空占比维持高位，港股安全边际仍然充分。在AI叙事持续催化、基本面预期改善、全球资金轮动的背景下，即便有短期事件性的扰动，我们判断港股仍将延续2024年以来的反转行情。此外，小米集团-W(01810)、优必选(09880)分别获净买入18.18亿、1.63亿港元。而中国移动(00941)遭净卖出9.14亿港元。","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 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北水动向|北水成交净买入103.99亿 北水加仓阿里(09988)近50亿港元 抛售盈富基金(02800)超21亿

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北水动向|北水成交净买入103.99亿北水加仓阿里(09988)近50亿港元抛售盈富基金(02800)超21亿