北水动向|北水成交净买入26.02亿内资逢低抢筹药明康德(02359) 抛售盈富基金(02800)近8亿

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智通财经APP获悉，3月14日港股市场，北水成交净买入26.02亿港元，其中港股通(沪)成交净买入18.25亿港元，港股通(深)成交净买入7.76亿港元。北水净买入最多的个股是中石化(00386)、中国移动(00941)、泰格医药(03347)。北水净卖出最多的个股是盈富基金(02800)、中海油(00883)、建设银行(00939)。港股通(沪)活跃成交股港股通(深)活跃成交股石油股现分化，...

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Domestic capital rushed to raise drugs on dips. Minkant (02359) sold TraHK (02800) for nearly 800 million","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"02359":1,"02800":1,"00700":0.9,"00386":0.9},"content_text":"智通财经APP获悉，3月14日港股市场，北水成交净买入26.02亿港元，其中港股通(沪)成交净买入18.25亿港元，港股通(深)成交净买入7.76亿港元。北水净买入最多的个股是中石化(00386)、中国移动(00941)、泰格医药(03347)。北水净卖出最多的个股是盈富基金(02800)、中海油(00883)、建设银行(00939)。港股通(沪)活跃成交股港股通(深)活跃成交股石油股现分化，中石化(00386)获净买入3.77亿港元，而中海油(00883)遭净卖出9746万港元。消息面上，摩根大通近日表示，如果俄罗斯减产石油，预计国际油价将在夏季迎来牛市行情。根据OPEC+最新石油减产协议所做承诺，预计俄罗斯将于6月份减产石油至900万桶/日。由于第二季度石油市场的供需关系预计将变得更加紧张，分析师预计，油价将在4月达到每桶88至90美元的目标价格。中国移动(00941)获净买入3.58亿港元。消息面上，富瑞指出，市场关注三大中资电讯即将公布的派息及股票回购政策，认为三大电讯股都是“低价增长股”，因为它们都属低于一倍的市盈增长率(PEG)和有吸引力的股息收益率。富瑞认为，国资委鼓励中央企业进行股票回购，并将市值纳入高级管理层的绩效考核指标，而中移动已经树立了良好的范例，料中国电信及中国联通亦会考虑进行股票回购。北水资金加仓创新药概念股，泰格医药(03347)、信达生物(01801)分别获净买入2.31亿、2.29亿港元。消息面上，昨日午后市场突然传出一份《关于全链条支持创新药发展实施方案的征求意见稿》，其核心在于通过政策引导和支持，全面促进创新药的研发、审批、使用和支付等关键环节。有机构表示，生物医药产业是创新驱动的产业，是实施创新驱动发展战略的主战场，对生物医药创新应当给予全链条的支持。药明康德(02359)暴跌逾12%，北水资金逢低买入2.15亿港元。消息面上，3月13日晚间，美国知名生物技术组织BIO表示，将采取措施“将剔除药明康德会员资格”，并全力支持美国《生物安全法案》。值得注意的是，药明康德于3月14日斥资约2001万元回购A股股份。大摩表示，公司连续进行股票回购，展现了在动荡市场中保护股东利益的坚定意愿，并反映了管理层认为公司股票被低估。腾讯(00700)获净买入4283万港元。消息面上，据科创板日报，从知情人士处了解到，字节跳动裁撤的部分游戏业务，已经被腾讯接手，具体包括深圳引力工作室的二次元战术竞技项目(S1)，以及江南工作室的二次元开放世界项目(J5)，二者并入到腾讯光子工作室，并成立了新公司萨罗斯网络科技(深圳)有限公司，已有字节跳动原朝夕光年员工入职。盈富基金(02800)遭净卖出7.74亿港元。消息面上，交银国际日前指出，近期港股出现反弹，相信主要是由于内外情绪改善合流，在高沽空情绪下的空头回补所推动。该行预计这轮反弹将持续数月，而下半年或仍存在不确定性。中泰国际则表示，当前港股盈利暂缺乏上修动能，美联储降息预期修正使得资金流承压，预计恒指短期横行震荡调整、夯实底部后再向上。此外，中芯国际(00981)、小米集团-W(01810)分别获净买入5747万、3534万港元。而建设银行(00939)遭净卖出4797万港元。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"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,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","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/2419734506"}

北水动向|北水成交净买入26.02亿 内资逢低抢筹药明康德(02359) 抛售盈富基金(02800)近8亿

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北水动向|北水成交净买入26.02亿内资逢低抢筹药明康德(02359) 抛售盈富基金(02800)近8亿