北水动向|北水成交净买入121.13亿内资继续抢筹科网股加仓阿里巴巴(09988)近36亿港元

智通财经2025-03-07

智通财经APP获悉，3月7日港股市场，北水成交净买入121.13亿港元，其中港股通(沪)成交净买入77.68亿港元，港股通(深)成交净买入43.46亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、盈富基金(02800)、美团-W(03690)。北水净卖出最多的个股是中芯国际(00981)、中海油(00883)、理想汽车-W(02015)。港股通(沪)活跃成交股港股通(深)活跃成交股...

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Technology and Internet stocks increased their positions. Alibaba (09988) nearly 3.6 billion Hong Kong dollars","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"81024":0.6,"89988":0.6,"00941":0.9,"HBBD.SI":0.6,"09988":1,"02800":0.9},"content_text":"智通财经APP获悉，3月7日港股市场，北水成交净买入121.13亿港元，其中港股通(沪)成交净买入77.68亿港元，港股通(深)成交净买入43.46亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、盈富基金(02800)、美团-W(03690)。北水净卖出最多的个股是中芯国际(00981)、中海油(00883)、理想汽车-W(02015)。港股通(沪)活跃成交股港股通(深)活跃成交股阿里巴巴-W(09988)获净买入35.8亿港元。消息面上，大和表示，春节期间中国人工智能平台DeepSeek取得突破后，人工智能推理需求急增已导致云端供应短缺。由于阿里通过积极的资本开支投资建立云端运算容量，故认为阿里最有能力成为云端运算市场的领导者，并从公有云消费的大幅增长中受益。因此，该行将阿里2026财年的云端收入同比增长预测上调至20%；资本开支预测上调至1260亿元人民币至于2027财年的资本开支预测上调至1390亿元。盈富基金(02800)获净买入17.14亿港元。消息面上，华泰证券认为，国内AI等领域应用落地的逻辑确定性仍强，且中国科技资本开支节奏或快于23年的美国；叠加中国经济中期韧性强，市场对关税风险预期或较充分，中国资产相对收益仍可期。浙商国际指出，中长线来看，港股走势仍将回归基本面，后续若能实现政策端加码叠加经济数据持续改善的共振，市场有望迎来长牛行情。快手-W(01024)获净买入9.02亿港元。消息面上，花旗发布研报称，快手股价周四上涨超过13%，该行认为潜在受惠于今年中国政府工作报告中承诺支持人工智能，加上中央官员在记者会上提及“可灵大模型”模型。花旗表示，注意到可灵大模型在全球视频生成模型中名列前茅，在全球及国内专业、企业用户规模上具有不错的增长势头。该行将可灵大模型视为快手在人工智能领域的不错切入点。中国移动(00941)获净买入6.84亿港元。消息面上，政府工作报告首次提出了6G等新词，提出建立未来产业投入增长机制，培育生物制造、量子科技、具身智能、6G等未来产业，同时要扩大5G规模化应用，加快工业互联网创新发展，优化全国算力资源布局，打造具有国际竞争力的数字产业集群。银河证券指出，6G最重要特点为天地一体化及人工智能；6G前沿技术逐步突破，看好以三大运营商为首的6G硬件产业链发展。腾讯(00700)获净买入3.65亿港元。消息面上，花旗此前指出，随着腾讯研发的大语言模型“元宝”从2月1日的生产力下载榜第12名攀升至2月23日的第2名，超过字节跳动的“豆包”，仅次于DeepSeek、再加上腾讯最近将包括“元宝”在内的几个关键应用重组到CSIG业务群组，表明腾讯已加强了战略优先顺序，以全面迎接中国企业和个人用户加速采用人工智能的转变。芯片股延续分化，华虹半导体(01347)获净买入3.45亿港元，而中芯国际(00981)遭净卖出4.78亿港元。消息面上，据券商中国报道，近日市场有传闻称，中国计划首次发布指导意见，鼓励在全国范围内使用开源RISC-V芯片。此外，特朗普表示，美国应该废除拜登政府的芯片法案。不会向芯片制造商提供任何来自该芯片法案的资金。国都证券则表示，国产半导体产业链有望得益于DeepSeek的算法优势打开新的发展空间。京东健康(06618)获净买入1.84亿港元。消息面上，京东健康公告称，2024年股东应占盈利约41.62亿元，同比增长94.31%。中银国际指出，京东健康去年下半年总收入按年增长13%，小幅超出市场预期1%。虽然毛利率略低于市场预期叠加增加的经营费用，7.2%的经调整净利润率仍超出市场预期，主要由强劲的利息收入贡献。此外，美团-W(03690)、小米集团-W(01810)、优必选(09880)分别获净买入10.61亿、1.96亿、8764万港元。而中海油(00883)、理想汽车-W(02015)分别遭净卖出7117万、3677万港元。","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/2517104125","isCrawlerRequest":true}

北水动向|北水成交净买入121.13亿 内资继续抢筹科网股 加仓阿里巴巴(09988)近36亿港元

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北水动向|北水成交净买入121.13亿内资继续抢筹科网股加仓阿里巴巴(09988)近36亿港元