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資金動向 | 北水狂買阿里近17億港元,大幅拋售騰訊、中移動
格隆匯 02-07 20:00

今日,南下資金淨買入港股10.67億港元。

其中,淨買入阿里巴巴-W 16.77億、聯想集團3.77億、小米集團-W 2.57億、速騰聚創1.94億、中芯國際1.88億、理想汽車-W 1.87億、小鵬汽車-W 1.27億。

淨賣出騰訊控股10.19億、中國移動4.13億、中國海洋石油2.69億、美團-W 2.58億。

據統計,南下資金連續3日大幅淨賣出騰訊,共計40.9562億港元。

北水關注個股

阿里巴巴港股收升1.47%,報100港元/股,總市值1.9萬億港元。美股盤前,阿里巴巴一度大升超7%,現有所回落。

有網傳消息稱,阿里投資計劃以100億美元的估值,投資10億美元,認購DeepSeek10%的股權,目前雙方團隊正在溝通具體執行細節。最新,阿里巴巴副總裁顏喬通過微信朋友圈表示:“同為中國杭州企業,我們為DeepSeek鼓掌,但是外界流傳阿里投資DeepSeek的信息是假消息。”

騰訊跌1.86%,報428.2港元/股,總市值3.93萬億港元。

中國移動微跌0.07%,報75.5港元/股,總市值1.63萬億港元。

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