資金動向 | 北水淨買入港股168.98億港元,大肆加倉阿里、盈富基金
2月25日,南下資金淨買入港股168.98億港元。
其中:淨買入阿里巴巴-W 33.9億、盈富基金21.51億、騰訊控股10.94億、美團-W 7.56億、中國移動5.82億、中芯國際5.39億、中國銀河5.12億、理想汽車-W 2.86億、小米集團-W 1.36億;淨賣出中國海洋石油1.88億。
據統計,南下資金連續3日淨買入理想汽車,共計27.3192億港元;連續4日淨買入小米,共計40.2264億港元;連續5日淨買入騰訊,共計63.8725億港元;連續6日淨買入中芯國際,共計34.3523億港元;連續12日淨買入阿里巴巴,共計461.19億港元。

北水關注個股
阿里巴巴-W:香港交易所信息顯示,貝萊德在阿里巴巴的持股比例於2月24日從4.93%升至5.01%。
中芯國際:有機構指出,電子半導體2025年或迎來全面復甦,產業競爭格局有望加速出清修復,產業盈利週期和相關公司利潤有望持續復甦。
中國銀河:中國銀河證券公吿,因擔任獨立非執行董事已滿六年,劉淳女士已辭任公司獨立非執行董事及董事會審計委員會主任委員、合規與風險管理委員會委員及提名與薪酬委員會委員職務,自2025年2月26日起生效。辭去上述職務後,劉淳女士不再擔任公司及其附屬公司任何職務。
理想汽車-W:理想L6開啟交付至今,累計交付突破22萬輛。
小米集團-W:今日股價一度再創新高,但隨後跳水大跌,截止收盤跌超5%。針對小米創始人雷軍身家超過農夫山泉創始人鍾睒睒、升任“中國新首富”的消息,雷軍在武大校友羣迴應稱:假新聞。另據福布斯實時富豪榜單顯示,鍾睒睒以564億美元財富排名中國第一,雷軍以423億美元財富排名第四。
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