资金动向 | 北水净买入港股168.98亿港元，大肆加仓阿里、盈富基金

格隆汇2025-02-27

2月25日，南下资金净买入港股168.98亿港元。其中：净买入阿里巴巴-W 33.9亿、盈富基金21.51亿、腾讯控股10.94亿、美团-W 7.56亿、中国移动5.82亿、中芯国际5.39亿、中国银河5.12亿、理想汽车-W 2.86亿、小米集团-W 1.36亿；净卖出中国海洋石油1.88亿。据统计，南下资金连续3日净买入理想汽车，共计27.3192亿港元；连续4日净买入小米，共计40.2264...

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/2514872596?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/ead85-1acf625a-b9dd-4952-b19c-deac5edf81a6.jpg?guru_height=860&guru_width=1280","is_english":false,"pubTime":"2025-02-27 18:41","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2514872596","market":"hk","top_or_hot":-1,"title":"资金动向 | 北水净买入港股168.98亿港元，大肆加仓阿里、盈富基金","media":"格隆汇","content":"<div>\n<p>2月25日，南下资金净买入港股168.98亿港元。其中：净买入阿里巴巴-W 33.9亿、盈富基金21.51亿、腾讯控股10.94亿、美团-W 7.56亿、中国移动5.82亿、中芯国际5.39亿、中国银河5.12亿、理想汽车-W 2.86亿、小米集团-W 1.36亿；净卖出中国海洋石油1.88亿。据统计，南下资金连续3日净买入理想汽车，共计27.3192亿港元；连续4日净买入小米，共计40.2264...</p>\n\n<a href=\"https://www.gelonghui.com/p/1826330\">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>资金动向 | 北水净买入港股168.98亿港元，大肆加仓阿里、盈富基金</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资金动向 | 北水净买入港股168.98亿港元，大肆加仓阿里、盈富基金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 18:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/1826330><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月25日，南下资金净买入港股168.98亿港元。其中：净买入阿里巴巴-W 33.9亿、盈富基金21.51亿、腾讯控股10.94亿、美团-W 7.56亿、中国移动5.82亿、中芯国际5.39亿、中国银河5.12亿、理想汽车-W 2.86亿、小米集团-W 1.36亿；净卖出中国海洋石油1.88亿。据统计，南下资金连续3日净买入理想汽车，共计27.3192亿港元；连续4日净买入小米，共计40.2264...</p>\n\n<a href=\"https://www.gelonghui.com/p/1826330\">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":"LU0871576103.HKD","symbol_name":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","start_time":0,"source_url":"https://www.gelonghui.com/p/1826330","article_id":"2514872596","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/ead85-1acf625a-b9dd-4952-b19c-deac5edf81a6.jpg?guru_height=860&guru_width=1280"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2514872596","pubTimestamp":1740652899,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"跟踪南向资金最新动态","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81810":"小米集团-WR","89988":"阿里巴巴-WR","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","09988":"阿里巴巴-W","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK4527":"明星科技股","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","YANG":"三倍做空富时中国ETF-Direxion","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","BK1523":"武汉本地概念股","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0048580855.USD":"富达大中华区A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","HSCEI":"国企指数","06881":"中国银河","LU0823426480.USD":"法巴中国股票经典Dis","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4558":"双十一","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","BK1506":"5G概念","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","BK1586":"云计算","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","HSTECH":"恒生科技指数","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","02800":"盈富基金","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","HBBD.SI":"Alibaba HK SDR 5to1","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","BABA":"阿里巴巴","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC"},"translate_title":"Fund Trends Beishui bought a net HK $16.898 billion in Hong Kong stocks, and aggressively increased its positions in Alibaba and Tracker Fund","themeId":"e19fa1ecf0f8dae153ff1a030bd19086","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"89988":0.6,"YANG":1,"HSTECH":1,"HSCEI":1,"BABA":1,"02800":1,"HBBD.SI":0.6,"06881":0.9,"09988":0.9},"content_text":"2月25日，南下资金净买入港股168.98亿港元。其中：净买入阿里巴巴-W 33.9亿、盈富基金21.51亿、腾讯控股10.94亿、美团-W 7.56亿、中国移动5.82亿、中芯国际5.39亿、中国银河5.12亿、理想汽车-W 2.86亿、小米集团-W 1.36亿；净卖出中国海洋石油1.88亿。据统计，南下资金连续3日净买入理想汽车，共计27.3192亿港元；连续4日净买入小米，共计40.2264亿港元；连续5日净买入腾讯，共计63.8725亿港元；连续6日净买入中芯国际，共计34.3523亿港元；连续12日净买入阿里巴巴，共计461.19亿港元。北水关注个股阿里巴巴-W：香港交易所信息显示，贝莱德在阿里巴巴的持股比例于2月24日从4.93%升至5.01%。中芯国际：有机构指出，电子半导体2025年或迎来全面复苏，产业竞争格局有望加速出清修复，产业盈利周期和相关公司利润有望持续复苏。中国银河：中国银河证券公告，因担任独立非执行董事已满六年，刘淳女士已辞任公司独立非执行董事及董事会审计委员会主任委员、合规与风险管理委员会委员及提名与薪酬委员会委员职务，自2025年2月26日起生效。辞去上述职务后，刘淳女士不再担任公司及其附属公司任何职务。理想汽车-W：理想L6开启交付至今，累计交付突破22万辆。小米集团-W：今日股价一度再创新高，但随后跳水大跌，截止收盘跌超5%。针对小米创始人雷军身家超过农夫山泉创始人钟睒睒、升任“中国新首富”的消息，雷军在武大校友群回应称：假新闻。另据福布斯实时富豪榜单显示，钟睒睒以564亿美元财富排名中国第一，雷军以423亿美元财富排名第四。","kind":"highlight","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/2514872596","isCrawlerRequest":true}