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資金動向 | 北水淨買入港股超220億港元,連續10日加倉阿里巴巴

2月25日,南下資金淨買入港股220.33億港元。

其中:淨買入阿里巴巴-W 66.45億、盈富基金52.33億、騰訊控股22.07億、恆生中國企業17.78億、理想汽車-W 11.36億、中芯國際5.51億、小鵬汽車-W 2.83億、小米集團-W 1億;淨賣出華虹半導體5.93億、美團-W 3.95億、快手-W 3.04億、中國移動1.22億。

據統計,南下資金連續3日淨買入騰訊,共計39.2625億港元;連續4日淨買入中芯國際,共計23.6494億港元;連續10日淨買入阿里巴巴,共計377.34億港元。

北水關注個股

阿里巴巴:從知情人士處獲悉,阿里巴巴將於今日晚間全面開源旗下視頻生成模型萬相2.1模型。

理想汽車-W:理想汽車官微公佈i8官圖信息,該車型爲其首款純電SUV,圖片展示了其車頭和車尾設計。里昂發表研究報告指,理想汽車發佈旗下純電動車SUV車型i8的首張官方圖片,並採用與MEGA類似的子彈頭設計,而車尾則更爲接近理想L9。該行認爲,不論SUV i8的發佈時機或車輛設計,均超出市場預期。

小鵬汽車-W:瑞銀上調小鵬汽車目標價至18美元,評級升至“中性”。該行稱小鵬專注於軟件及自動駕駛,每年約有50%的研發支出用於軟件及智能。

中芯國際:特朗普團隊據報尋求加強拜登時期對華芯片管控,市場憧憬將加大採用國產芯片,港股市場芯片股隨即走強。

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