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資金動向 | 北水大買港股超116億港元,連續10日加倉騰訊

4月11日,南下資金今日淨買入港股116.94億港元。

其中:淨買入阿里巴巴-W 25.77億、騰訊控股19.6億、建設銀行6.07億、小米集團-W 4.86億、美團-W 3.27億、中國海洋石油2.92億、泡泡瑪特2.34億、華虹半導體1.81億、康方生物1.61億;淨賣出中芯國際3.88億。

據統計,南下資金連續10日淨買入騰訊,共計129.9496億港元;連續7日淨買入小米,共計95.7554億港元;連續6日淨買入美團,共計46.7933億港元;連續4日淨買入阿里,共計111.76億港元。

北水關注個股

阿里巴巴-W香港交易所信息顯示,摩根大通(JPMorgan)在阿里巴巴-W的持股比例於04月07日從6.14%升至6.25%。

中國海洋石油摩根士丹利發表研報,將國際油價按市值計價,2025及2026財年布蘭特期油預測分別降至每桶65及62美元,長期油價預期爲55美元。該行表示,基於油價下跌因素,將中國海洋石油2025及2026財年總收入預測分別削減10%及7%,盈利預測分別削減15%及13%。

康方生物興業證券認爲,近期,創新藥領域催化劑不斷,包括海外授權、國內政策和臨牀數據進展等。預計和去年相比今年國產創新藥重要數據將較多,有望爲創新藥板塊帶來正面催化。

華虹半導體、中芯國際:今日芯片股大漲,消息面上,中國半導體行業協會發布關於半導體產品“原產地”認定規則的緊急通知,根據海關總署的相關規定,“集成電路”原產地按照四位稅則號改變原則認定,即流片地認定爲原產地。中國半導體行業協會建議:“集成電路”無論已封裝或未封裝,進口報關時的原產地以“晶圓流片工廠”所在地爲準進行申報。業內人士認爲這將利好國產化率低的品類,例如模擬、射頻,預計成熟製程半導體國產化進程亦有望加速。

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