北水动向|北水成交净买入78.94亿内资继续加仓盈富基金(02800) 全天抛售小米(01810)超9亿港元

智通财经2025-04-16

智通财经APP获悉，4月16日港股市场，北水成交净买入78.94亿港元，其中港股通(沪)成交净买入80.41亿港元，港股通(深)成交净卖出1.47亿港元。北水净买入最多的个股是盈富基金(02800)、阿里巴巴-W(09988)、中国移动(00941)。北水净卖出最多的个股是小米集团-W(01810)、中芯国际(00981)、小鹏汽车-W(09868)。港股通(沪)活跃成交股港股通(深)活跃成交股...

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Tracker Fund (02800) sold Xiaomi (01810) over HK $900 million throughout the day","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"89988":0.6,"02800":1,"HBBD.SI":0.6,"HXXD.SI":0.6,"01810":1,"XIACY":0.6},"content_text":"智通财经APP获悉，4月16日港股市场，北水成交净买入78.94亿港元，其中港股通(沪)成交净买入80.41亿港元，港股通(深)成交净卖出1.47亿港元。北水净买入最多的个股是盈富基金(02800)、阿里巴巴-W(09988)、中国移动(00941)。北水净卖出最多的个股是小米集团-W(01810)、中芯国际(00981)、小鹏汽车-W(09868)。港股通(沪)活跃成交股港股通(深)活跃成交股盈富基金(02800)获净买入17.05亿港元。消息面上，国元国际表示，伴随着关税利空所带来的不确定性出现减弱，港股短期内有望迎来反弹。伴随着全球贸易摩擦加剧，国内在二季度进一步出台宽松和刺激政策的可能性增加，该行认为内市场对于政策的预期将进一步支撑港股估值，预期港股在中长期内具有较好韧性。该行指，近期港股的海外风险因素已经落地，特朗普政府发起的关税战以美方主动降低力度而得到停歇，虽然全球贸易格局的调整已经开始，但力度的减弱意味着短期内更少的不确定性，这有利于市场的修复。北水加仓科网股，阿里巴巴-W(09988)、腾讯(00700)、美团-W(03690)、快手-W(01024)分别获净买入13.23亿、3.95亿、2.41亿、2160万港元。消息面上，汇丰研究发表研究报告指，在贸易紧张局势下中国互联网行业波动性较大，但受到关税政策直接影响有限。摩根大通发表研究报告指，撇除跨境电商业务外，预期美国关税战升级对中国互联网公司收入所带来的影响大多是间接的，即是出口疲软将导致消费疲软，进而打击广告需求，目前估计关税纷争对线上消费的影响甚微，预测可能少于0.5%。泡泡玛特(09992)获净买入3.08亿港元。消息面上，美银发布研报称，认为关税战对泡泡玛特影响有限，因公司具强大定价能力、对经济衰退的防御能力、全球生产转移且供应链多元化，以及全球化策略。在市场波动中，该股具备较高确定性和防御性。另外，报告指，泡泡玛特已于2024年将10%的生产从中国转移至越南，并计划于2025年进一步扩展至东南亚和墨西哥。这一供应链多元化策略降低关税风险，同时支持其全球扩张。赤峰黄金(06693)获净买入9954万港元。消息面上，4月16日，COMEX黄金突破3300美元/盎司，续创历史新高。根据上交所、深交所近日公告，将赤峰黄金纳入港股通标的名单，调整自4月7日起生效。国信证券指出，考虑到公司坚定国际化发展步伐，黄金产量有望持续增长，生产成本存在下降空间，对金价享有较高的利润弹性。小米集团-W(01810)遭净卖出9.46亿港元。消息面上，3月25日，小米宣布以先旧后新方式配售8亿股，募资425亿港元，这也是其登陆港股后的第二次配股举措。4月14日，小米集团核心子公司小米通讯200亿元公司债项目状态更新为“提交注册”。由此，小米在一个月内先后抛出总计高达近六百亿元的再融资计划。此外有媒体报道称，小米原定于4月底举行的2025年投资者日因故延期至6月3日。此外，中国移动(00941)获净买入4.77亿港元，而小鹏汽车-W(09868)、中芯国际(00981)分别遭净卖出5338万、2.22亿港元。","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":"4.36.2","shortVersion":"4.36.2","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/2527262661","isCrawlerRequest":true}

北水动向|北水成交净买入78.94亿 内资继续加仓盈富基金(02800) 全天抛售小米(01810)超9亿港元

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北水动向|北水成交净买入78.94亿内资继续加仓盈富基金(02800) 全天抛售小米(01810)超9亿港元