北水动向|北水成交净买入38.02亿腾讯(00700)再获加仓汽车股重新受追捧

智通财经03-28

智通财经APP获悉，3月28日港股市场，北水成交净买入38.02亿港元，其中港股通(沪)成交净买入23.21亿港元，港股通(深)成交净买入14.81亿港元。北水净买入最多的个股是腾讯(00700)、小米集团-W(01810)、中国银行(03988)。北水净卖出最多的个股是中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)再获净买入13.81亿港元。消息面上，腾讯...

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Tencent (00700) was re-sought after by Jiacang auto stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"TCEHY":1,"02015":0.9,"03988":0.9,"00392":0.9,"03143":0.6,"LI":0.6},"content_text":"智通财经APP获悉，3月28日港股市场，北水成交净买入38.02亿港元，其中港股通(沪)成交净买入23.21亿港元，港股通(深)成交净买入14.81亿港元。北水净买入最多的个股是腾讯(00700)、小米集团-W(01810)、中国银行(03988)。北水净卖出最多的个股是中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)再获净买入13.81亿港元。消息面上，腾讯公告显示，腾讯自3月22日起至今，已连续四个交易日回购股份，累计涉资约40.07亿港元。据悉，腾讯此前宣布2024年回购规模至少翻倍，从2023年的490亿港元增加至2024年的超1000亿港元。华创证券认为，腾讯千亿回购计划有望抵消股东减持在资金面上的压力。海通证券则指出，微信生态持续推动广告收入高质量增长，关注后续重点新游上线。北水继续加仓内银股。中国银行(03988)、建设银行(00939)分别获净买入2.53亿、2946万港元。消息面上，广发证券表示，银行股季末合理波动。从资产配置的角度来看，季度初配置需求仍然存在，资产荒的逻辑又将重启，季末的调整为季度初的再配置打开了一定的空间。此外，中金认为目前银行投资高股息仍是主线，推荐关注H股折价较高的国有大行，例如建行、中行等。中海油(00883)获净买入1.91亿港元。消息面上，建银国际发表报告指，中海油去年纯利按年下跌13%，表现略逊市场预期，主要由于油价回调令平均实现油价按年下挫19%。该行表示，中海油的产量稳健，去年同比增长9%，超出该行预期。而集团亦保持成本受控，单位生产成本同比降低3%至每桶7.7美元，好过该行预期的每桶8.13美元。汽车股重新受追捧。理想汽车-W(02015)、小鹏汽车-W(09868)分别获净买入1.6亿、1.56亿港元。消息面上，开源证券认为，短期来看，由于降价潮2023年以来持续存在，消费者存在观望情绪，对销量的刺激作用有限。但长期来看，待价格相对企稳后，切实的优惠有望提振终端销量。销量方面，3月上半月乘用车销量受低基数影响环比高增，下旬冲刺季度总销量增长可期。中国神华(01088)获净买入1.2亿港元。消息面上，东吴证券研报指出，中国神华全年业绩稳定分红略超预期，继续看好优质煤炭龙头价值重估。公司业务模式国内外绝无仅有，属于较为稀缺的偏资源型煤电一体化运营公司。公司经营平稳，且稳定成长，兼具稳定分红特征。预期公司股息率有望降低至4.5%左右水平，按照当前股息率5.96%计算，尚有近32%股价涨幅空间。因此考虑公司兼具稳定成长和高股息避险属性，维持公司“买入”评级。北京控股(00392)绩后暴跌22%，北水资金逢低吸筹，全天净买入2218万港元。消息面上，花旗发布研究报告称，北京控股去年纯利同比跌15.6%至54.98亿元人民币，逊于预期，全年股息1.6元，派息比率升至33.1%，超出目标的逾30%水平，公司重申明年提高派息比率。该行预料，公司或会逐步上调派息比率，并追上同业约40%至50%水平。此外，小米集团-W(01810)、药明生物(02269)分别获净买入3.03亿、212万港元。而中国移动(00941)遭净卖出2.05亿港元。","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/2422152139"}

北水动向|北水成交净买入38.02亿 腾讯(00700)再获加仓 汽车股重新受追捧

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北水动向|北水成交净买入38.02亿腾讯(00700)再获加仓汽车股重新受追捧