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資金動向 | 北水加倉內銀、科網股,買入建行、騰訊均超3億港元

9月3日,南下資金淨買入港股26.19億港元。其中,港股通(滬)淨買入15.02億港元,港股通(深)淨買入11.17億港元。

淨買入建設銀行3.87億、美團3.76億、騰訊3.02億、中國海洋石油1.1億、小米集團1.05億。淨賣出快手1.97億、中國平安1.01億。

北水關注個股

建設銀行:市場分析認為,銀行股下挫一定程度上與市場上存量房貸降息預期升温有關。中金表示,近期銀行股價快速上升後出現回調,除了對於存量按揭利率調整導致息差承壓的擔憂之外,也由於短期內交易擁擠度上升,在整體市場風險偏好改善導致避險資金流出高股息板塊。

美團:消息面上,香港交易所將推出每週股票期權系列。該系列已取得香港證監會批准,待市場準備就緒後,將於2024年11月4日推出供市場參與者交易,騰訊、美團、阿里等10只港股入圍。

騰訊:9月2日,中文大模型測評基準SuperCLUE發佈《中文大模型基準測評2024年8月報吿》,騰訊混元大模型憑藉在多個核心任務上的出色表現,總得分居國內大模型第一名,成為榜單中進步最快的模型之一。據SuperCLUE報吿,在11個能力項的測評中,騰訊混元在其中 8 項核心任務上排名國內第一,綜合來看,“騰訊混元整體能力不俗,是一個非常有競爭力的通用大模型。”

中國海洋石油:消息面上,摩根大通表示,中海油管理層在業績發佈會中透露,公司的蓋亞那業務、莫桑比克業務、中國天然氣業務的增長前景良好,同時強調其成本控制措施,以及實現今年上半年每桶油總成本於27.75美元。

小米:摩根士丹利發佈研究報吿稱,維持小米集團-W (01810.HK) “增持”評級,預期小米未來12個月會有更多正面發展,故設新目標價為26港元。

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