北水动向|北水成交净买入28.65亿，千问将发布重磅产品，北水抢筹阿里健康及阿里

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1月14日港股市场，北水成交净买入28.65亿港元，其中港股通(沪)成交净买入25.14亿港元，港股通(深)成交净买入3.52亿港元。北水净买入最多的个股是腾讯(00700)、阿里健康(00241)、阿里巴巴-W(09988)。北水净卖出最多的个股是中国移动(00941)、中芯国际(00981)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)获净买入20.09亿港元。消息面上，腾讯...

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2025年12月的当月收入突破2000万美元，对应年化收入运行率(简称ARR)达2.4亿美元。花旗表示，此前已预期可灵AI在12月会有不错表现，这一结果仍略高于该行预期，预示着2026年的营收前景稳健。花旗认为，可灵全年收入可能超过2.5亿美元。中海油(00883)获净买入1.19亿港元。消息面上，花旗发布研报称，本波油价涨势在未来几天有望突破介乎每桶55至65美元的原预测区间。花旗将布兰特原油0至3个月目标价从当前现货价约每桶65美元上调至每桶70美元，主要驱动因素包括供应中断风险上升，以及伊朗和俄罗斯/乌克兰相关地缘政治风险溢价可能进一步增加。中芯国际(00981)遭净卖出2.42亿港元。消息面上，美国放宽了对英伟达H200芯片出口到中国的监管规定。东海证券此前发布研报称，此举或将加快中国AI模型训练进程，另一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。此外，狮腾控股(02562)获净买入1906万港元。而中国移动(00941)遭净卖出9.13亿港元。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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