北水动向|北水成交净买入72.03亿科网股继续分化北水加仓盈富基金(02800)近8亿港元

智通财经2025-04-15

智通财经APP获悉，4月15日港股市场，北水成交净买入72.03亿港元，其中港股通(沪)成交净买入57.59亿港元，港股通(深)成交净买入14.44亿港元。北水净买入最多的个股是盈富基金(02800)、腾讯(00700)、美团-W(03690)。北水净卖出最多的个股是中芯国际(00981)、小米集团-W(01810)、阿里巴巴-W(09988)。港股通(沪)活跃成交股港股通(深)活跃成交股盈富基金...

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href=http://www.zhitongcaijing.com/content/detail/1278924.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，4月15日港股市场，北水成交净买入72.03亿港元，其中港股通(沪)成交净买入57.59亿港元，港股通(深)成交净买入14.44亿港元。北水净买入最多的个股是盈富基金(02800)、腾讯(00700)、美团-W(03690)。北水净卖出最多的个股是中芯国际(00981)、小米集团-W(01810)、阿里巴巴-W(09988)。港股通(沪)活跃成交股港股通(深)活跃成交股盈富基金...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1278924.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":"LU1481107354.HKD","symbol_name":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) 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Beishui increased its position in Tracker Fund (02800) by nearly 800 million Hong Kong dollars","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"HMTD.SI":0.6,"02800":1,"HTCD.SI":0.6},"content_text":"智通财经APP获悉，4月15日港股市场，北水成交净买入72.03亿港元，其中港股通(沪)成交净买入57.59亿港元，港股通(深)成交净买入14.44亿港元。北水净买入最多的个股是盈富基金(02800)、腾讯(00700)、美团-W(03690)。北水净卖出最多的个股是中芯国际(00981)、小米集团-W(01810)、阿里巴巴-W(09988)。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7.91亿港元。消息面上，银河证券指出，短期内，美国对华加征关税导致投资者风险偏好下降，带动港股股市估值回调。但在国内稳增长政策支持下，以及中长期资金稳股市举措影响下，投资者情绪逐渐稳定。中长期来看，关税对经济的影响取决于各国关税协商谈判结果以及关税落地情况。当前港股估值处于历史中低水平，投资价值仍然较高。科网股继续分化，腾讯(00700)、美团-W(03690)、快手-W(01024)分别获净买入7.47亿、5.23亿、1.06亿港元。阿里巴巴-W(09988)遭净卖出2.18亿港元。消息面上，中信证券发布研报称，美国关税政策落地引发全球资本市场恐慌情绪，外部流动性冲击下，恒生科技出现短期大幅回调；后续关税博弈持续演绎，恒科亦迎来一定程度反弹。从外部环境来看，关税的不确定性可能对市场造成短期的流动性冲击，带来中长期配置机遇。泡泡玛特(09992)获净买入2.35亿港元。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1.75亿港元。消息面上，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。此外，赤峰黄金2024年度业绩显示，全年实现营业收入90.3 亿元，同比增长25%；归母净利17.6亿元，同比增长119.5%。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。北水抛售芯片股，华虹半导体(01347)、中芯国际(00981)分别遭净卖出6641万、7.92亿港元。消息面上，美国政府周一披露，已启动对进口药品以及半导体对国家安全影响的调查。这被广泛视为对处方药以及半导体征收关税的前奏，并有可能进一步升级。小米集团-W(01810)遭净卖出5.27亿港元。消息面上，近期小米深陷舆论漩涡，距离安徽小米SU7交通事故仅过去7天，近日，网传湛江市徐闻县一辆小米SU7撞两人后起火焚毁，引起广泛关注。4月11日，徐闻县公安局发布警情通报，小米汽车官方也对此事做出回应。当前市场普遍猜测原计划4月举行的小米新品发布会可能推迟。此外，中国移动(00941)、中海油(00883)分别获净买入4.03亿、1.4亿港元。","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":"","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/2527546743","isCrawlerRequest":true}

北水动向|北水成交净买入72.03亿 科网股继续分化 北水加仓盈富基金(02800)近8亿港元

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北水动向|北水成交净买入72.03亿科网股继续分化北水加仓盈富基金(02800)近8亿港元