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資金動向 | 北水掃貨港股超70億港元,爆買雅下水電概念!

7月21日,南下資金淨買入港股70.51億港元。

其中,淨買入東方電氣10.85億、建設銀行9.05億、中國能源建設8.73億、騰訊控股7.54億、華新水泥4.15億、理想汽車-W 2.13億、中芯國際1.17億。

淨賣出美團-W 7.87億、小米集團-W 5.32億、國泰君安國際3.01億。

值得關注的是,東方電氣、中國能源建設、華新水泥均爲“雅下水電概念股”。

雅魯藏布江水電工程開工,1.2萬億投資、相當於再造3個三峽。

北水關注個股

東方電氣:港股市場東方電氣今日刷屏,該股最高漲至119.9港元/股,較前一個交易日收盤價上漲超700%。分析認爲,這可能是一筆烏龍指,交易員原本或許想以19.9港元/股買入,卻誤輸入爲119.9港元/股。不過,這筆單子並不大。

建設銀行:中金早前發表報告指,內銀股連續上漲後的階段調整是適當,繼續看好銀行股上漲。從估值角度看,AH銀行股市淨率估值仍然低於過去十年以來的均值水平,不構成所謂漲多了的問題。上漲持續性可以綜合資產荒背景、高股息資產比價、配置機構負債成本、銀行業績穩定性等諸多約束條件等因素。

中國能源建設:消息面上,雅魯藏布江下遊水電工程正式開工,工程主要採取截彎取直、隧洞引水的開發方式,建設5座梯級電站,總投資約1.2萬億元。國盛證券研報分析認爲,從區內歷史項目看,中國電建、中國能建可能爲主要中標單位,其中,中國能建爲傳統能源電力建設的國家隊、排頭兵和主力軍,在水電工程領域施工市場份額超過30%(大型水電超過50%),兩大電力央企龍頭有望承接雅魯藏布江下遊水電基地主體部分建設項目。

騰訊控股:香港聯交所最新資料顯示,7月17日,騰訊大股東Naspers減持騰訊控股37.1萬股,每股作價516.0776港元,總金額約爲1.91億港元。減持後最新持股數目約爲21.08億股,最新持股比例爲22.99%。

華新水泥:消息面上,雅江水電工程開工;另外公司預計2025年半年度實現歸屬淨利潤10.96億元至11.32億元,與上年同期相比,將增加3.65億元至4.01億元,同比增加50%到55%。

美團-W:消息面上,7月18日,根據央視新聞,市場監管總局約談餓了麼、美團、京東三家平臺企業,號召理性參與競爭。

小米:消息面上,英偉達CEO黃仁勳最新表示,正在與小米共同開發人工智能、自動駕駛軟件,還有很多項目正在合作。

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