資金動向 | 北水淨買入港股68.65億港元,連續2日加倉龍蟠科技
11月26日,南下資金今日淨買入港股68.65港元。淨買入盈富基金8.67億、阿里巴巴7.39億、中國移動3.93億、中國海洋石油1.61億。

據統計,南下資金已連續2日淨買入龍蟠科技,共計1.1614億港元;連續5日淨買入第四範式,共計3.1582億港元。自納入港股通以來的47個交易日,南下資金已累計淨買入阿里巴巴721.2131億港元。
北水關注個股
阿里巴巴:聯交所最新資料顯示,11月19日,摩根大通減持阿里巴巴6983.2581萬股,每股作價85.467港元,總金額約為59.68億港元。減持後最新持股數目約為13.13億股,最新持股比例為6.85%。
中國海洋石油:國泰君安發表研報稱,2024年以來地緣衝突支撐油價高位震盪,2023年前三季度三桶油上游板塊油氣產量保持增長,盈利同比保持增長。國泰君安證券維持石化行業增持評級,認為此前估值調整充分,具備明顯修復空間的中下游龍頭白馬企業是市場重點關注的方向,中長期看好上游低估值高股息標的。
龍蟠科技:上交所和深交所分別宣佈,將龍蟠科技(2465.HK)調入港股通標的,11月25日起生效。市場人士指出,納入港股通後,龍蟠科技有望吸引更多中國內地投資者,或將提高流動性和估值水平。
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