You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
南北水 | 南水淨賣出比亞迪3.37億元、寧德時代2.87億元,北水掃貨港股ETF超20億港元

1月15日,北上資金今日淨賣出A股3.55億元,為連續第二日淨賣出。

其中,比亞迪、寧德時代、軟通動力分別淨賣出3.37億元、2.87億元、1.97億元。

金山辦公淨買入額居首,金額為2.69億元,歌爾股份、山西汾酒分別獲淨買入2.3億元、1.5億元。

南下資金今日淨買入港股42.3億港元。

盈富基金、恒生中國企業、南方恒生科技分別獲淨買入24.72億港元、4.18億港元、2.38億港元;

小鵬汽車-W、騰訊控股、快手-W分別遭淨賣出3.64億港元、1.53億港元、1.46億港元。    

南水關注個股

比亞迪今日跌0.64%,比亞迪計劃在巴西建設電動汽車工廠,總投資達44.5億元。花旗預計,隨着中國市場的競爭加劇,比亞迪的銷量增長和利潤率將面臨壓力,下調比亞迪的目標價。

寧德時代今日跌1.89%,寧德時代將開建北京工廠,搭載寧德時代電池的新遊船交付。

金山辦公今日收跌6.51%報240.58元,再創階段新低。公司預計,2023年營收43.69億元-47.95億元,同比增長12.45%-23.41%;歸母淨利潤12.35億元-13.66億元,同比增長10.55%-22.19%。

北水關注個股

小鵬汽車-W今日跌9.19%。特斯拉此前宣佈降價,又引爆了車市價格戰。花旗預計,今年純電動車市場可能會因車型供過於求而面臨挑戰,特別是在小鵬大部分產品定位的20萬-30萬元的市場,競爭將更加激烈。此外,特斯拉在中國市場減價亦可能對小鵬構成威脅。

騰訊今日升0.35%。公司今日回購173萬股,每股回購價格為287.8-293.8港元,共耗資約5.02億港元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account