資金動向 | 北水狂買港股超117億!阿里、中移動獲加倉,美團、騰訊遭賣出
3月19日,南下資金淨買入港股117.85億港元。
其中,淨買入盈富基金38.77億、恆生中國企業20.41億、阿里巴巴-W 14.37億、中國移動9.32億、貝殼-W3.39億、小鵬汽車-W 2.42億、小米集團-W 2.16億;
淨賣出美團-W 8.55億、騰訊控股7.23億、中芯國際2.79億。
據統計,南下資金連續3日淨賣出美團,共計15.5347億港元;連續3日淨買入中國移動,共計18.9732億港元。

北水關注個股
阿里巴巴今日跌1.6%,報141.1港元/股,總市值2.68萬億港元。瑞銀研報指出,阿里巴巴管理層在非交易路演中透露,由於推理成本降低及對芯片的需求下降,目前認爲AI已變得更具成本效益,併爲中國企業和中小企數字化發展加速帶來增長機會,預期短期內業務重點將更多放在企業端(To B),另外AI Agent亦存在長期盈利機遇。該行將阿里巴巴的目標價從154港元上調至172港元,重申“買入”評級。
中國移動今日微跌0.35%,報84.7港元/股,總市值1.83萬億港元。
美團今日微跌0.79%,報175.9港元/股,總市值1.07萬億港元。
騰訊今日微跌0.18%,報540港元/股,總市值4.96萬億港元。騰訊總裁劉熾平表示,隨着騰訊執行力度和決策速度的加快,去年全年騰訊的資本開支突破767億元,同比增長221%,相當於收入的大約12%。其中,第四季度的資本支出增加的非常顯著,因爲騰訊在這一季度購買了更多 GPU 以滿足推理需求。2025年計劃進一步增加資本支出,並預計資本支出將佔收入的低兩位數百分比。
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