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資金動向 | 北水淨賣出阿里巴巴超12億,加倉小米、中移動、快手
格隆匯 03-18 21:04

3月17日,南下資金淨賣出港股11.02億港元。

其中,淨買入小米集團-W 9.15億、中國移動4.63億、快手-W 4.51億、中芯國際1.37億;

淨賣出盈富基金21.2億、阿里巴巴-W 12.53億、美團-W 3.51億、騰訊控股1.73億。

據統計,南下資金連續10日淨買入快手,共計61.2908億港元。

北水關注個股

小米集團連續4個交易日收紅,今日漲3.32%,報57.65港元/股,總市值爲1.45萬億港元。小米集團2024年總收入3659億元,創歷史新高,同比增長35%;經調整淨利潤272億元,創歷史新高,同比增長41.3%;智能電動汽車等創新業務收入328億元。2024年研發投入241億元,同比增長25.9%。汽車業務,2024年交付新車136854臺,2025全年交付目標提升至35萬臺;小米SU7 Ultra提前完成全年1萬臺銷量目標。

阿里巴巴大漲近6%,最新報143.4港元/股,總市值2.72萬億港元。東方證券指出,算力、基模、應用三全,看好阿里在本輪AI浪潮中的龍頭地位。

中國移動今日漲1.55%,報85港元/股,總市值1.83萬億港元。

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