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資金動向 | 北水淨買入港股137.37億港元,加倉阿里、騰訊

2月24日,南下資金淨買入港股137.37億港元。

其中:淨買入阿里巴巴-W 44億、小米集團-W 19.68億、騰訊控股13.95億、中國移動8.9億、中興通訊6.45億、華虹半導體3.66億、中芯國際2.05億、美團-W 1.46億;淨賣出中國海洋石油5.75億,快手-W 1.69億。

據統計,南下資金連續3日淨買入中芯國際,共計18.1363億港元;連續9日淨買入阿里巴巴,共計310.89億港元;連續11日淨買入中國移動,共計71.7514億港元。

北水關注個股

阿里巴巴:德意志銀行研究部分析師Jessie Xu表示,得益於新的數字營銷工具,阿里巴巴可能會看到旗下國內電商平臺淘天集團的貨幣化能力進一步提高。這位分析師表示,淘天集團的主要增長動力將來自其數字營銷工具全站推的變現率上升,以及AI賦能。

小米集團-W:小米創辦人、董事長兼CEO雷軍在微博表示,小米首款AI專業辦公筆記本REDMI Book Pro 16 2025將於本週四發佈,並且發佈即開售。

中芯國際:興業證券給予中芯國際“增持”評級,但未給出目標價。其預測中芯國際2024年淨利潤爲36.87億元。

美團:日前美團宣佈,將爲全國範圍內的全職及穩定兼職騎手繳納社保,預計2025年第二季度開始實施

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