北水动向|北水成交净买入65.63亿腾讯(00700)连续回购股份内资加仓超8亿港元

智通财经03-27

智通财经APP获悉，3月27日港股市场，北水成交净买入65.63亿港元，其中港股通(沪)成交净买入38.76亿港元，港股通(深)成交净买入26.88亿港元。北水净买入最多的个股是腾讯(00700)、盈富基金(02800)、中国银行(03988)。北水净卖出最多的个股是兖矿能源(01171)、中芯国际(00981)、中海油(00883)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(00700)...

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Tencent (00700) continuously repurchased shares and increased its domestic position by more than HK $800 million","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"80883":0.6,"TCEHY":1,"02800":0.9,"03988":0.9,"00941":0.9,"03143":0.6},"content_text":"智通财经APP获悉，3月27日港股市场，北水成交净买入65.63亿港元，其中港股通(沪)成交净买入38.76亿港元，港股通(深)成交净买入26.88亿港元。北水净买入最多的个股是腾讯(00700)、盈富基金(02800)、中国银行(03988)。北水净卖出最多的个股是兖矿能源(01171)、中芯国际(00981)、中海油(00883)。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8.76亿港元。消息面上，腾讯控股公告，3月27日耗资10.02亿港元回购329万股。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。盈富基金(02800)获净买入8.51亿港元。消息面上，国元国际指出，上周恒指再度走低，意味着此前的回升依然只是外部短期因素导致，缺乏长期上涨动能仍然是港股需要解决的课题，在基本面支撑问题解决之前，港股在中期仍然面临震荡走低的可能性。中金表示，3月高频数据显示经济较为疲弱。这一环境下，进一步的政策支持仍然至关重要。北水资金继续加仓内银股。中国银行(03988)、建设银行(00939)分别获净买入5.09亿、2.12亿港元。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。中国移动(00941)获净买入2.11亿港元。消息面上，长江证券指出，2023年中国移动营收突破万亿大关，利润再创历史新高。传统业务方面，保持用户规模稳中有升的基础上实现了ARPU的稳健增长；移动云快速增长，24年营收有望突破千亿。CAPEX指引小幅下滑，将加大算力及能力相关投入。2024年指引明确，目标实现营收、利润的良好增长，ARPU延续稳健增长。新派息指引落地，派息率将进一步提升。药明生物(02269)获净买入1.01亿港元。消息面上，药明生物发布年度业绩，收益170.34亿元人民币，同比增加11.6%；公司拥有人应占纯利34亿元。值得注意的是，2023年下半年公司业务显著反弹，综合项目数从上年同期588个增加至截至2023年12月31日的698个，其中包括132个新综合项目并创下年度新增非新冠项目数的历史记录。中芯国际(00981)遭净卖出1.24亿港元。芯电上海拟将其持有的江苏长电科技股份有限公司约2.288亿股无限售条件流通股份以29.00元/股的价格转让给磐石香港或其关联方，转让价款总额为约人民币66.36亿元，标的股份占长电科技已发行股份总数的 12.79%。本次交易完成后，芯电上海将不再持有任何长电科技的股份。预计基于本次交易公司将产生未经审计之税前收益约为12.45亿元。兖矿能源(01171)遭净卖出1.42亿港元。消息面上，国泰君安指出，动力煤短期供给端复产速度或快于非电需求恢复速度。预计本轮价格下跌趋势将可能在4月中旬左右触底。焦煤方面，在钢铁需求依然调降的背景下，价格依然有第七轮甚至看到第八轮降价的预期，但是考虑到当前焦炭企业全面亏损且开工率不足50%的情况，预计价格已经接近市场的底部。此外，小米集团-W(01810)获净买入4.3亿港元。而中海油(00883)遭净卖出2267万港元。","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/2422963342"}

北水动向|北水成交净买入65.63亿 腾讯(00700)连续回购股份 内资加仓超8亿港元

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北水动向|北水成交净买入65.63亿腾讯(00700)连续回购股份内资加仓超8亿港元