資金動向 | 北水大幅搶籌港股超119億港元,騰訊遭淨賣出1.9億
9月2日,南下資金淨買入港股119.39億港元,單日淨買入額創3月22日以來新高。
其中,港股通(滬)淨買入80.09億港元,港股通(深)淨買入39.3億港元。
淨買入盈富基金67.56億、南方恒生科技11.35億、恒生中國企業11.26億、建設銀行3.52億、中國移動1.85億、中國海洋石油1.79億、美團1.27億、理想汽車1.13億。
騰訊遭淨賣出1.9億。

北水關注個股
建設銀行:消息面上,近期,有媒體稱政策方正在考慮進一步下調存量房貸利率,同時稱存量房貸允許轉按揭,並按照最新利率簽訂合同。招商銀行行長王良在中期業績交流會上表示,招行也只是在媒體上看到信息,還沒有接到宏觀按揭管理部門、人民銀行或者國家金融監督管理總局的意見,也沒有徵求過銀行意見。
中國移動:消息面上,中泰證券稱,三大運營商2024年上半年營收都實現了正增長,淨利潤分別為802億元、218億元、60億元,同比分別增長5.3%、8.2%、10.9%,利潤增速高於營收增速。收入結構上,除傳統的個人業務及家庭業務較為穩固外,新興業務收入上半年共也開始發力,佔電信業務收入的約1/4,收入結構進一步優化。未來隨着運營商資本開支下降及折舊年限拉長,有望進一步提升分紅。
中國海洋石油:消息面上,星展發表研報指,中海油作為龍頭石油及天然氣企業的地位無庸置疑,上半年桶油主要成本低於30美元,屬極具競爭力,加上其穩健增長策略和卓越執行力,推動上半年純利創新高,達到797億元,較市場預期高5%。不過該行指出,中海油的業務及股價與油價表現有高度相關性,由於OPEC+有機會於10月起減產,可能會打擊市場氣氛,並削弱明年油價前景,將為中海油股價上升空間帶來阻力,維持“持有”評級,目標價由19.5港元上調至23港元。
美團:交銀國際指出,美團業績具韌性,行業競爭紓緩,次季收入按年升21%,勝該行及市場預期。上調其對公司今明兩年的純利預測7.5%及2%,料各年純利按年增長分別70%及20%,目標價由129港元升至136港元,維持“買入”評級。
理想汽車:消息面上,理想汽車宣佈,2024年8月,理想汽車交付新車48122輛,同比增長37.8%。2024年1月至8月共計交付28.81萬輛。截至2024年8月31日,理想汽車累計交付92.15萬輛。展望三季度,公司預計汽車交付量14.5-15.5萬輛,同比增長38%至47.5%;營收預計394億至422億,同比增長13.7%至21.6%;隨着交付量增長及降本增效的持續推進,預計三季度整體毛利率將回到20%以上。
騰訊:9月2日耗資約10.03億港元回購265萬股,每股回購價格為376.6港元-383.2港元。
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