資金動向 | 北水加倉騰訊、阿里、港交所,大幅減倉中芯國際超10億元
今日,南下資金淨買入港股94.25億港元。
淨買入盈富基金20.25億、騰訊6.62億、阿里巴巴6.53億、香港交易所5.9億、美團2.74億、快手2億;
淨賣出中芯國際10.16億、理想汽車1.75億、融創中國1.39億、中國海洋石油1.23億。
據統計,南下資金已連續10日淨買入小米,共計48.3774億港元;連續8日淨買入騰訊,共計25.6008億港元;連續3日淨買入中芯國際,共計15.754億港元。
另外,值得注意的是,自納入港股通以來的32個交易日,南下資金已累計淨買入阿里巴巴649.823億港元。

北水關注個股
中芯國際升超6%,報27.5港元/股,總市值2193.02億港元。受益於市場需求回暖、國產化加速、終端創新賦能等,半導體行業三季度業績表現亮眼,多家公司經營業績實現高增長。中芯國際將於本週四公佈最新業績。
騰訊升超2%,報427.8港元/股,總市值3.97萬億港元。11月5日,騰訊混元宣佈最新的MoE大語言模型“混元Large”以及混元3D生成大模型“Hunyuan3D-1.0”正式開源,支持企業及開發者精調、部署等不同場景的使用需求,可在HuggingFace、Github等技術社區直接下載,免費並可商用。
阿里巴巴升超2%,報98.4港元/股,總市值1.88萬億港元。公司11月4日耗資約2000萬美元回購161.76萬股。
香港交易所升近5%,報330.4港元/股,總市值4188.93億港元。11月5日,港交所宣佈,計劃於2025年透過網上平台數碼化及自動化交易所買賣產品(ETP)的實物申購及贖回機制,惟仍須待系統準備就緒及取得監管批准。
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