資金動向 | 北水減倉騰訊超33億元,加倉阿里巴巴、中移動
3月20日,南下資金淨賣出港股4.08億港元。
淨買入阿里巴巴-W 8.54億、中國移動7.48億、美團-W 2.74億、中國銀行2.31億、吉利汽車1.42億;
淨賣出騰訊控股33.31億、中國平安8.42億、小米集團-W 8.07億、中芯國際7.64億、快手-W 5.53億、小鵬汽車-W 1.19億。
據統計,南下資金連續4日淨買入中國移動,共計26.4599億港元;連續3日淨賣出騰訊,共計42.287億港元。

北水關注個股
騰訊控股今日跌3.8%,報519.5港元/股,總市值4.77萬億港元。
考慮到廣告及雲計算業務發展前景,中金將騰訊今明兩年收入預測分別上調1%及2%,至7172億及7576億元,基本維持Non-IFRS淨利潤預測不變,維持“跑贏行業”評級,上調目標價8.5%至600港元,以反映市場估值中樞上移。
阿里巴巴今日跌近4%,報135.5港元/股,總市值2.57萬億港元。
中國平安今日跌超5%,報49.3港元/股,總市值爲8977.65億港元。中國平安管理層表示,公司2024年業績符合並略超他們的預期,管理層對公司業績的持續穩定增長抱有充分的信心。而對於公司的股價,管理層認爲是低估的。
小米集團今日跌近3%,報56.5港元/股,總市值1.42萬億港元。建銀國際報告指出,小米2024年第四季業績強勁,收入按年增長49%,超出預期。智能手機、物聯網和電動汽車業務均表現良好。智能手機出貨量和平均售價提高,家用電器、平板計算機和可穿戴設備保持強勁勢頭。電動汽車業務收入達到16.7億元,毛利率提升,預計2025年電動汽車交付目標爲35萬輛。該行將小米目標價由57港元上調至65港元,維持“跑贏大市”評級。
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