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資金動向 | 北水淨買入港股12.02億港元,搶籌阿里巴巴逾8億港元

11月25日,南下資金淨買入港股12.02億港元。其中港股通(滬)淨買入7.01億港元,港股通(深)淨買入5.01億港元。

淨買入阿里巴巴8.52億、中國移動3.34億、中國平安2.16億、第四範式1.25億;淨賣出美團15.41億、中芯國際2.67億、小鵬汽車2.3億、快手1.91億。

據統計,自納入港股通以來的46個交易日,南下資金已累計淨買入阿里巴巴713.8226億港元。

北水關注個股

阿里巴巴今日升1.55%。消息面上,公司11月21日再度耗資約3999.27萬美元回購372.72萬股。另外,11月21日,阿里巴巴集團CEO吳泳銘發佈全員郵件,宣佈成立阿里電商事業羣。

中國移動今日升0.64%。上週,三大運營商10月份運營數據全部出爐。中國移動的5G和寬帶用户增長數繼續領跑。

中芯國際今日升0.2%。華龍證券指出,半導體為大國競爭重要領域,地緣政治加劇芯片供應短缺,自主可控迫在眉睫。另外,隨着特朗普當選後可能加大對華科技禁運與貿易制裁,我國半導體自主可控不僅勢在必行,且將不斷加速。

小鵬汽車今日跌0.11%。消息面上,高盛近日發表研究報吿指,將小鵬汽車過去兩個月H股及美股分別升83%及67%,跑贏同業,主要由於新訂單及交付強勁,現時風險回報一般,H股及美股評級各由“買入”降至“中性”。

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