資金動向 | 北水狂拋騰訊超24億港元，加倉吉利汽車近5億港元
2月11日，南下資金今日淨賣出港股88.98億港元。
其中，港股通（滬）淨賣出16.97億港元，港股通（深）淨賣出72.01億港元。
淨買入吉利汽車4.79億、中國移動4.2億、比亞迪電子2.53億。
淨賣出盈富基金50.2億、恒生中國企業31.85億、騰訊控股24.6億、美團-W 5.52億、中芯國際2.97億、阿里巴巴-W 1.66億、小米集團-W 1.06億。
北水關注個股
吉利汽車：東莞證券指出，在電動化滲透率的持續提高之後，未來汽車市場競爭關鍵或將落在智能化滲透率上。據媒體報道，吉利將於今年3月初對外發布重磅AI智能化戰略；小鵬汽車則表示，2025年底將推L3級自動駕駛。
中國移動：消息面上，中國電信、中國聯通、中國移動三大運營商紛紛宣佈全面接入DeepSeek。開源證券則表示，DeepSeek接入運營商一方面對於運營商的算力需求有望提升，或將帶動運營商雲計算業務與智算業務發展。
比亞迪電子：2 月10 日比亞迪舉辦智能化戰略發佈會，推出自研“天神之眼”高階智駕。招商證券認為，比亞迪智駕平權戰略全面超預期，看好由其引領的汽車智能化產業新浪潮，而比亞迪電子作為母公司“汽車智能化戰略”的核心供應商，汽車電子業務中長期業績增長空間彈性可期。上修盈利預測並維持“強烈推薦”評級，堅定看好公司“A客户+汽車智能化+算力”三駕馬車共驅成長。
中芯國際：中芯國際盤後發佈業績快報，2024年營業收入577.96億元，同比增長27.7%；純利36.99億元，同比下降23.3%。第四季度營業收入159.17億元，同比增長31.0%；純利9.92億元，同比下降13.5%。中芯國際預計2025年第一季度收入環比增長6%至8%，毛利率19%至21%。
阿里巴巴：摩根大通近日研報稱，近期市場對阿里巴巴的情緒日益樂觀，但圍繞AI和雲業務的增長空間、市場地位、股東回報等方面仍存在分歧。要促進消極投資者轉向積極立場，未來可能需要阿里巴巴給出明確的AI變現策略，超預期的雲業務盈利以及實現更具吸引力的估值。
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