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資金動向 | 北水拋售石油股,中石化、中海油分別遭賣出超3億港元

9月5日,南下資金今日淨賣出港股15.9億港元,為連續第二日淨賣出。其中,港股通(滬)淨賣出6.92億港元,港股通(深)淨賣出8.98億港元。

淨買入工商銀行2.5億港元、快手1.73億港元

淨賣出盈富基金16.07億、南方恒生科技8.31億、中國石油化工3.23億、中國海洋石油3.15億、小米1.31億、中國移動1.23億。

北水關注個股

工商銀行:中信證券指出,從上市銀行中報情況看,收入端由於“降息”與“降費”而延續一季度趨勢,成本端節約貢獻盈利修復。質量方面,零售信貸受居民收入影響,質量指標有所走弱,但總體風險指標仍在穩健區間運行。總體而言,財富產品配置邏輯不變,銀行板塊基本面格局穩定,板塊回調後配置價值顯現。

中國石油化工、中國海洋石油:消息面上,美國WTI原油期貨價格週三收跌1.6%,跌破每桶70美元關口,創9個月來最低水平。

分析人士稱,在利比亞石油生產恢復消息之後,OPEC+消息人士稱將於10月擴充石油產能,兩則石油增產的消息使得市場擔憂原油重回供應過剩的局面。

小米:花旗發佈研究報吿稱,予小米集團-W (01810.HK) “買入”評級,憧憬股價仍會受到穩健的核心盈利前景及電動汽車毛利率向好所支持,給予目標價22.7港元,認為估值水平合理。

中國移動:消息面上,日前,工信部等十一部門聯合印發《關於推動新型信息基礎設施協調發展有關事項的通知》。通知中強調,支持數據中心集羣與新能源基地協同建設,推動算力基礎設施與能源、水資源協調發展。加強本地數據中心規劃,合理佈局區域性樞紐節點,逐步提升智能算力佔比。

平安證券指出,從北京及國內主要省市的算力基礎設施建設的重點來看,智能算力、通用算力和超算未來將進入協調發展階段,整體算力供給均會得到較大幅度提升,同時算力產業鏈自主化和“綠色”算力建設均將提速,相關產品和服務的需求將上一個台階。

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