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資金動向 | 北水淨買入港股65.11億港元,搶籌中國移動超12億港元

1月2日,南向資金今日淨買入65.11億港元。

其中,港股通(滬)淨買入66.25億港元,港股通(深)淨賣出1.15億港元。

中國移動、工商銀行、建設銀行分別獲淨買入12.58億港元、9.45億港元、5.72億港元;盈富基金、中芯國際、美團分別遭淨賣出14.52億港元、2.33億港元、2.09億港元。    

北水關注個股

中國移動:廣發證券發佈研報稱,三大運營商接連召開2025年工作會議,突出全面加強新型基礎設施建設,延續改革創新,強調後續高質量發展重要性。2024年運營商基本面基本見底,25年有望企穩回升。持續推薦流動性充裕背景下低波紅利資產運營商的投資機會。

工商銀行:中國平安人壽保險股份有限公司發佈公吿稱,平安人壽委託平安資產管理有限責任公司投資工商銀行H股股票,於2024年12月20日達到工商銀行H股股本的15%,根據香港市場規則,觸發平安人壽舉牌。

阿里巴巴:子公司及New Retail與德弘資本訂立協議,出售所持高鑫零售全部股權,合計佔高鑫零售已發行股份總數約78.7%。根據協議,阿里巴巴子公司及New Retail將有權就待售股份收取最高金額約131.38億港元,相當於1.75港元/股。公吿顯示,阿里巴巴將持續聚焦核心業務,提升股東回報。

小米:摩根士丹利發表研究報吿指出,小米2024年的電動車交付量超過13.5萬輛,超出於其年度交付目標。由於集團去年12月的單月交付量超過2.5萬輛,公司將其2025年交付目標上調至30萬輛,高於之前約25萬輛的目標。該行相信,集團將繼續提升汽車產能,因此,2025年的出貨量目標或會進一步上調。

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