南北水 | 南水抛售紫金矿业超5亿元，盈富基金遭北水抛售近5亿港元

格隆汇04-03

4月3日，北向资金全天净卖出22.75亿元，其中，沪股通净卖出15.96亿元，深股通净卖出6.79亿元。前十大成交股中，净买入额居前三的是工业富联、宁德时代、药明康德，分别获净买入4.55亿元、3.13亿元、2.16亿元。净卖出额居前三的是紫金矿业、贵州茅台、比亚迪，分别遭净卖出5.51亿元、3.46亿元、2.81亿元。南向资金今日净买入51.24亿港元。港股通（沪）方面，小米集团-W、中国银行...

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三大电讯商将在今年保持健康增长。而电讯公司正遂步实现节省资本开支目标。它们的新技术亦备受瞩目。该行维持三大电讯商“增持”评级。腾讯(00700.HK)获净买入3.37亿港元。消息面上，腾讯大股东Prosus在2023年12月7日至2024年3月20日期间多次减持手中的股份，涉及金额超160亿港元。华创证券指出，腾讯千亿回购计划有望抵消股东减持在资金面上的压力。该券商指出在当前的减持进度下，1000亿港元的回购计划有望完全抵消减持在资金面上的压力，并且带来对股价的正向作用。中国宏桥(01378.HK)获净买入3.12亿港元。消息面上，花旗发表报告，在中国宏桥业绩后上调其盈利预测，以反映铝业务的利润率较高，其今明两年的盈利预测较市场高出29%及41%，估计未来几个月市场将会上调预测。中信建投发表报告指，由于煤价和预焙阳极价格回落带动电解铝单吨毛利修复，叠加管理费用等支出减少，中国宏桥去年下半年盈利按年和按季都大幅增长，业绩超预期。","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; 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