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外資最新持倉來了!增持這些公司

剛剛,北向資金2024年末持股數據公佈,外資最新調倉動向曝光。

截至2024年末,北向資金持有A股市值達2.21萬億元,持股數量3383只。與2024年三季度末相比,北向資金持股市值減少1974億元,持股數量環比減少6.46%。

從持股市值行業看,2024年末北向資金第一大重倉行業是電力設備,其次是銀行、食品飲料、電子。

截至2024年末,北向資金持倉市值超千億的公司有兩家寧德時代、貴州茅台;持倉市值超300億的公司有美的集團、招商銀行、長江電力、中國平安和邁瑞醫療。

從持倉變動看,北向資金四季度加倉非銀金融、社會服務、房地產等行業;減倉幅度居前的行業有煤炭、石油石化、公用事業。

2024年四季度近270股獲北向資金增持超1億元,對19只股北向資金增持金額超10億元。其中,寧德時代獲增持金額98.78億元,居增持榜首位;藥明康德、華泰證券、東鵬飲料、廣發證券、思源電氣、比亞迪、晶澳科技增持金額也均超20億元。

(本文內容均為客觀數據信息羅列,不構成任何投資建議)

北向資金減持金額居首的是貴州茅台,四季度北向資金累計減持931.97萬股,減持金額達147.13億元。長江電力遭北向資金減持金額也超百億元;北向資金對格力電器、陽光電源、紫金礦業、萬華化學等股票的減持金額均超50億元。

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