資金動向 | 北水掃貨騰訊近60億港元,拋售美團、安踏體育
1月9日,南下資金淨買入港股113.63億港元。
其中:淨買入騰訊控股59.99億、小米集團-W 8.15億、中芯國際4.77億、工商銀行4.49億、中國神華2.94億、中國移動2.4億、阿里巴巴-W 2.35億、中興通訊1.46億;淨賣出美團-W 6.93億、安踏體育1.19億。
據統計,南下資金:連續4日淨買入小米集團,共計24.8657億港元;連續5日淨買入中芯國際,共計16.7877億港元;連續7日淨買入騰訊,共計297.6285億港元(南下資金近3日大手筆加倉騰訊,累計284.85億港元);連續8日淨買入中國移動,共計44.3856億港元。連續3日淨賣出美團,共計22.4468億港元。自納入港股通以來的76個交易日,南下資金已累計淨買入阿里巴巴811.966億港元。

北水關注個股
騰訊控股:港交所文件顯示,騰訊控股連續兩日減持優必選股份,持股比例由8.05%降至2.08%。
中芯國際:美國拜登政府計劃在卸任前對英偉達等公司的人工智能芯片出口實施新一輪限制。知情人士説,新的規定將對芯片交易設置三層限制,可能最快於週五發佈。
中國神華:數據統計顯示,近半年內7家券商給予增持建議,23家券商給予買入建議,2家券商給予中性建議。
阿里巴巴: 傑富瑞將目標價從143美元上調至144美元。
中興通訊:根據聯交所最新權益披露資料顯示,2025年1月2日,中興通訊獲JPMorgan Chase & Co.以每股均價23.3085港元增持好倉678.66萬股,涉資約1.58億港元。增持後,JPMorgan Chase & Co.最新持好倉數目為47,219,986股,持好倉比例由5.35%上升至6.25%。
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