北水动向|北水成交净买入11.94亿中国移动(00941)再获加仓石油股遭内资抛售

智通财经2023-09-15

智通财经APP获悉，9月15日港股市场，北水成交净买入11.94亿港元，其中港股通(沪)成交净买入0.55亿港元，港股通(深)成交净买入11.39亿港元。北水净买入最多的个股是中国移动(00941)、信达生物(01801)、建设银行(00939)。北水净卖出最多的个股是中海油(00883)、中石油(00857)、中芯国际(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股中国移动(...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2367697783?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-09-15 17:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2367697783","market":"hk","top_or_hot":-1,"title":"北水动向|北水成交净买入11.94亿 中国移动(00941)再获加仓 石油股遭内资抛售","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，9月15日港股市场，北水成交净买入11.94亿港元，其中港股通(沪)成交净买入0.55亿港元，港股通(深)成交净买入11.39亿港元。北水净买入最多的个股是中国移动(00941)、信达生物(01801)、建设银行(00939)。北水净卖出最多的个股是中海油(00883)、中石油(00857)、中芯国际(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股中国移动(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/995497.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>北水动向|北水成交净买入11.94亿 中国移动(00941)再获加仓 石油股遭内资抛售</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n北水动向|北水成交净买入11.94亿 中国移动(00941)再获加仓 石油股遭内资抛售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-15 17:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/995497.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，9月15日港股市场，北水成交净买入11.94亿港元，其中港股通(沪)成交净买入0.55亿港元，港股通(深)成交净买入11.39亿港元。北水净买入最多的个股是中国移动(00941)、信达生物(01801)、建设银行(00939)。北水净卖出最多的个股是中海油(00883)、中石油(00857)、中芯国际(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股中国移动(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/995497.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1366334651.USD","symbol_name":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/995497.html","article_id":"2367697783","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2367697783","pubTimestamp":1694771200,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，9月15日港股市场，北水成交净买入11.94亿港元，其中港股通(沪)成交净买入0.55亿港元，港股通(深)成交净买入11.39亿港元。北水净买入最多的个股是中国移动、信达生物、建设银行。港股通(沪)活跃成交股港股通(深)活跃成交股中国移动再获净买入3.64亿港元。此外，友联国际教育租赁近日获得纳入港股通，自2023年9月5日起生效。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80883":"中国海洋石油-R","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","00941":"中国移动","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","BK1560":"内银股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1161":"生物科技","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","01801":"信达生物","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU1634259391.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","IE00BQJZWZ67.USD":"FRANKLIN MV ASIA PACIFIC EX JAPAN EQUITY GROWTH AND INCOME \"A\" (USD) INC (M) PLUS","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","CHL":"中国移动","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK1521":"挪威政府全球养老基金持仓","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK1506":"5G概念","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","BK1238":"石油与天然气的勘探与生产","LU0173614495.USD":"富达中国焦点A","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK1536":"电信股","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1589":"北水核心资产","IE00B19Z5X02.USD":"Legg Mason QS - MV Asia Pacific ex Japan Equity Growth and Income A Acc USD","03143":"华夏香港银行股","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","00939":"建设银行","00883":"中国海洋石油","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD"},"translate_title":"Beishui traded a net purchase of 1.194 billion in Beishui. China Mobile (00941) was re-added. Oil stocks were sold by domestic capital","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"00883":0.9,"CHL":1,"00941":1,"03143":0.6,"00939":0.9,"01801":0.9},"content_text":"智通财经APP获悉，9月15日港股市场，北水成交净买入11.94亿港元，其中港股通(沪)成交净买入0.55亿港元，港股通(深)成交净买入11.39亿港元。北水净买入最多的个股是中国移动(00941)、信达生物(01801)、建设银行(00939)。北水净卖出最多的个股是中海油(00883)、中石油(00857)、中芯国际(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股中国移动(00941)再获净买入3.64亿港元。消息面上，工业和信息化部党组成员、副部长张云明表示，加强频谱资源统筹规划和优化布局，前瞻谋划6G、手机直连卫星等新技术新应用频谱政策，夯实数字经济发展和国家公共安全频谱资源基础。以需求为导向、以频率为牵引，以创新频谱资源开发利用方式为手段，不断提升资源供给精准性和可持续性，提高频谱资源使用效率和效益。信达生物(01801)获净买入2.44亿港元。消息面上，信达生物近日配股筹资23.56亿港元。约30%筹资即7.07亿港元拟用于开发、营销及商业化IBI362（玛仕度肽），一种治疗糖尿病及肥胖的GLP-1R/GCGR双激动剂及潜在临床阶段最佳候选药物。据悉，摩根大通最近提高了对减肥药的销售额预测，预计到2030年这种GLP-1激动剂类药物的年销售额将超过1000亿美元。建设银行(00939)获净买入1.78亿港元。消息面上，人民银行决定于9月15日下调金融机构存款准备金率0.25个百分点。中金测算，本次降准释放流动性约5500亿元，对银行今年净息差的贡献净正向贡献0.7个百分点，对营收和净利润的正贡献分别为0.3%和0.7%。美团-W(03690)获净买入7882万港元。消息面上，美团闪购在京举办2023美团即时零售产业大会。美团高级副总裁、到家事业群总裁王莆中表示，即时零售不是应急零售，而是一种高确定性的生活方式，今年底即时零售行业规模将超5000亿，2026年将超过1万亿元。美团副总裁、闪购业务部负责人肖昆介绍，今年美团闪购七夕当天峰值订单超1300万，过去四个季度，美团闪购规模达1750亿，到2026年将超4000亿。兖矿能源(01171)获净买入5655万港元。消息面上，中信证券研报指出，央行宣布降低准备金率或将改善煤炭需求预期，进一步催化板块反弹。随着供给端全国矿山安监政策的强化以及需求端各类稳增长政策的叠加，煤价底部预期已逐步明朗。在此预期下，煤炭龙头公司低估值和分红的价值吸引力进一步增强，利好板块估值提升。友联国际教育租赁(01563)获净买入4157万港元。消息面上，友联国际教育租赁近期发布公告，于2023年8月29日，相关监管机构到访公司处所，就涉及公司股份交易的某些涉嫌罪行进行调查。公司已提供资料作上述搜查之用。公告称，于公布日期，上述搜查及调查对集团并无重大不利影响，而集团的业务及营运维持正常。此外，友联国际教育租赁近日获得纳入港股通，自2023年9月5日起生效。值得注意的是，该股近期遭资金爆炒，本周累计涨幅超170%。JS环球生活(01691)获净买入1739万港元。消息面上，中泰国际指出，上半年公司完成战略并购经销商集团，在澳大利亚、新西兰、新加坡和马来西亚以直营模式推销产品，下半年这些新市场将持续发力，公司预计下半年SN亚太收入将同比增长超过50%。国信证券此前指出，海外家电公司中报普遍出现企稳回升的迹象，库存水平持续降低、下半年展望偏积极，其中小家电表现相对更好，利好家电外销。石油股遭北水资金抛售，中海油(00883)、中石油(00857)分别遭净卖出3.3亿、3.15亿港元。消息面上，海通国际发布研究报告称，油价上涨空间有限，除非中国石油需求超预期，或者OPEC+进一步减产或采取其他计划外油井维护。然而，该行认为全球/中国能源股票价值较好，板块交易价格较其20年历史平均水平贴水近15%，而油价上涨可能会支撑并维持股息率，板块在2023财年的股息率约为5.3%。此外，融创中国(01918)、腾讯(00700)、中芯国际(00981)分别遭净卖出460万、741万、3776万港元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":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 Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2367697783","isCrawlerRequest":true}

北水动向|北水成交净买入11.94亿 中国移动(00941)再获加仓 石油股遭内资抛售

精彩评论

北水动向|北水成交净买入11.94亿中国移动(00941)再获加仓石油股遭内资抛售