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資金動向 | 北水淨買入港股超236億港元,連續7日加倉中芯國際

4月8日,南下資金淨買入港股236.34億港元。

其中:淨買入騰訊控股29.85億、阿里巴巴-W 27.05億、美團-W 11.58億、建設銀行8.42億、中芯國際8.39億、中國海洋石油7.24億、快手-W 6.52億、中國移動5.88億、小米集團-W 3.41億、泡泡瑪特1.67億;淨賣出南方恆生科技4.7億。

據統計,南下資金連續7日淨買入中芯國際,共計39.4048億港元;連續7日淨買入騰訊,共計79.4034億港元;連續4日淨買入小米,共計58.5018億港元。

北水關注個股

中芯國際漲3.85%。平安證券指出,半導體制造國產趨勢明確,自主可控主旋律延續,利好半導體制造和設備;此外,各大廠在AI終端方面持續投入,具備AI性能的芯片不斷推陳出新,有望驅動新一輪換機需求。

中國海洋石油今日漲3.33%。中國海洋石油公告,公司實控人中國海油集團計劃於本公告日起的12個月內增持公司A股和港股股份,擬增持金額累計不少於人民幣20億元(含本數),不超過人民幣40億元(含本數)。資金來自於中國海油集團的自有資金。

小米集團-W今日漲6.72%。大和發表研報稱,近期小米集團的股價在車禍和配股後走勢疲弱,但由於其基本面仍然良好,相信股價下跌是一個具有吸引力的買入機會。

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