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資金動向 | 北水狂買美團超7億港元,連續16日加倉中芯國際

7月11日,南下資金淨賣出港股17.44億港元。

其中:淨買入美團-W 7.15億港元、中國平安5.23億港元、香港交易所2.55億港元、中州證券1.83億港元、國泰君安國際1.7億港元、中芯國際1.03億港元淨賣出小米集團-W 7.38億港元、泡泡瑪特3.51億港元、阿里巴巴-W 1.83億港元、騰訊控股1.76億港元

據統計,南下資金已連續16日淨買入中芯國際,共計95.2904億港元;連續5日淨買入美團,共計41.3174億港元;連續2日淨賣出小米,共計11.1681億港元。

北水關注個股

​美團中石化易捷與美團閃購宣佈達成戰略合作,雙方以即時零售爲合作重點,打造“易捷速購”品牌入駐美團閃購,服務消費者“30分鐘萬物到家”的購物需求。

中國平安自4月初以來,以中國平安爲首的保險股走出了一波明顯的上升行情。其中,中國平安H股期間最大累計漲幅達35%,A股達25%。有分析人士認爲,保險股近期上漲主要受益於市場資金配置行爲。因容易跑贏指數、彈性較高,保險股成主動權益基金增加配置的對象。

國泰君安國際昨日午間公告,預計截至2025年6月30日止六個月的淨利潤爲5.15億港元-5.95億港元,較2024年同期的1.97億港元增長161%-202%。此次利潤增長主要得益於集團財富管理、企業融資、資產管理及交易及投資等核心業務收入的大幅上升。

中芯國際:據悉英偉達CEO黃仁勳計劃訪問中國,重申公司對中國市場的承諾。該公司計劃最快在今年9月推出專爲中國市場設計的符合美國出口管制的新型AI芯片。有分析指出,NVIDIA中國特供芯片的推出是“雙刃劍”:短期緩解算力焦慮,提振半導體板塊情緒;長期強化國產替代邏輯,政策與資本將更聚焦自主可控技術。

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