資金動向 | 北水淨買入港股140.35億港元，搶籌阿里巴巴超62億港元
2月21日，南下資金今日淨買入港股140.35億港元。
其中：港股通（滬）淨買入86.48億港元，港股通（深）淨買入53.86億港元。
淨買入阿里巴巴-W 62.54億、中芯國際10.87億、中國移動7.96億、美團-W 3.5億、快手-W 3.42億、騰訊控股3.24億、金山雲2.21億；淨賣出小米集團-W 4.96億、中興通訊1.97億。
據統計，南下資金連續8日淨買入阿里巴巴，共計266.89億港元；連續10日淨買入中國移動，共計62.8459億港元。
北水關注個股
阿里巴巴：2025財年Q3財報顯示，經營利潤同比增83%遠超預期；AI助阿里雲收入增長13%至317億，重回雙位數增長，增幅創約兩年以來最大；資本開支環比大增80%至318億。摩根大通將阿里巴巴的目標價從125美元上調至170美元。花旗將阿里巴巴的目標價從138美元上調至170美元。
中芯國際：華夏上證科創板50成份交易型開放式指數證券投資基金於2025年2月19日通過證券交易所交易減持中芯國際集成電路製造有限公司境內股票281.03萬股。變動後，該基金持有中芯國際境內股票9859.91萬股，佔公司境內總股本4.96%，佔公司總股本1.24%。
中國移動：中國銀河在研報中指出，運營商具備全國最大的流量通道以及數據積累，同時雲業務硬件基礎較強，雲服務普及度較高，全面接入DeepSeek，有望帶動雲業務持續放量，未來AI應用普及或超預期。DeepSeek對於成本端的降低有望協同運營商雲業務部署以及運營商的海量數據資產，推動運營商第二曲線的快速增長。
金山雲：申萬宏源指出，金山雲是金山小米生態核心雲服務商。該行指出，金山雲彈性包括DeepSeek爲代表的低成本路線有望加速國內AI滲透。另外，中金維持其2024財年收入及經調整EBITDA預測基本不變。另外，考慮到下遊客戶需求大於預期，上調2025財年收入預測7.2%，同時上調經調整EBITDA預測6.5%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
