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資金動向 | 北水爆買阿里巴巴超58億港元,中國海洋石油遭拋售

9月26日,南下資金今日淨買入港股59.93億港元。其中,淨買入阿里巴巴58.6億、美團4.12億、中國平安3.48億、中國石油股份2.6億;淨賣出中國海洋石油10.99億、中國移動6.27億、小米3.97億、快手2.69億。

據統計,南下資金已連續10日淨買入阿里巴巴,共計374.15億港元;連續7日淨賣出騰訊,共計49.1018億港元;連續6日淨賣出中海油,共計26.8891億港元;連續6日淨賣出中國移動,共計16.7946億港元;連續5日淨賣出小米,共計17.5442億港元。

北水關注個股

阿里巴巴:9月25日耗資約1998.89萬美元回購167.28萬股。

小米集團:截至2024年6月30日,公司未經審核收入1643.95億元,同比增長29.6%;上半年利潤92.8億元,同比增長17.86%。

中國平安:央行等多部門近日“放大招”,接連出台重磅政策組合拳,對穩定市場信心注入了“強心劑”。其中提到,近期將存款準備金率下調0.5個百分點,釋放1萬億元流動性;為證券公司、基金公司及保險公司設立5000億元互換便利額度。機構普遍認為,如果市場情緒持續改善,預期保險股可受惠於股權投資收益和估值提高。

中國海洋石油:消息稱,沙特正考慮放棄每桶100美元的非官方原油價格目標,轉而增加產量以奪回市場份額。國際油價盤中顯著下跌,美、布兩油一度跌超3%。建銀國際發佈研究報吿稱,將中國海洋石油目標價由22港元下調至21.2港元,維持“跑贏大市”評級。基於中海油穩健的盈利增長前景,具吸引力的估值、穩健的資產負債表及具吸引力的收益率,中海油仍是建銀國際在行業中的首選。

安踏體育:摩根士丹利表示,在宏觀經濟“牛市”情境下,內地體育用品股可跑贏大市。考慮到宏觀上行和下行因素,認為安踏仍然是更好的平衡之選,因為它有更多的下行保護(100億港元的股票回購計劃,料2024年盈利增長約20%),而且業務可受益於宏觀經濟改善。

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