資金動向 | 北水搶籌盈富基金超50億港元,小米集團、建設銀行遭賣出
1月3日,南下資金淨買入港股92.69億港元。
其中,港股通(滬)淨買入56.38億港元,港股通(深)淨買入36.31億港元。

淨買入盈富基金50.62億、恒生中國企業7.07億、工商銀行6.74億、中國移動3.87億、中國海洋石油1.72億、騰訊控股1.63億;淨賣出小米集團-W 9.53億、阿里巴巴-W 1.69億、建設銀行1.61億。
據統計,南下資金已連續3日淨買入騰訊,共計10.142億港元;連續4日淨買入中國移動,共計26.2294億港元;連續6日淨買入中國海洋石油,共計18.4047億港元;連續7日淨買入工商銀行,共計48.7447億港元;連續9日淨買入微盟集團,共計23.5482億港元;
連續7日淨賣出美團,共計35.0043億港元;連續2日淨賣出小米,共計10.8532億港元。
北水關注個股
阿里巴巴:昨日耗資約3998.69萬美元在紐交所回購377.36萬股普通股。
工商銀行:據港交所文件,平安資產管理將工商銀行H股持股比例提高至17.11%。
小米集團:今日大升,盤中最高至36.3港元/股,創出歷史新高,最新市值9097億港元。公司日前宣佈,小米SU7全年交付量已超過13.5萬輛,2025年全年交付目標30萬輛。此外,年末公司IoT、汽車、手機多業務成績亮眼;AI相關佈局、全球化發展持續推進。
中國移動:工業和信息化部近日許可中國移動重耕已用於2G/3G/4G系統的3000MHz以下多個頻段頻率資源,可同時用於5G公眾移動通信系統。此次許可中國移動開展頻率重耕,有效盤活了存量資源,有利於農村及邊遠地區5G網絡覆蓋和通信容量提升,更好滿足工業互聯網、物聯網、車聯網等行業應用高速率、低時延、大連接的通信需求。
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