北水动向|北水成交净买入51.24亿高股息及资源股再度受追捧盈富基金(02800)遭抛售

智通财经04-03

智通财经APP获悉，4月3日港股市场，北水成交净买入51.24亿港元，其中港股通(沪)成交净买入37.69亿港元，港股通(深)成交净买入13.55亿港元。北水净买入最多的个股是小米集团-W(01810)、中国移动(00941)、腾讯(00700)。北水净卖出最多的个股是盈富基金(02800)、小鹏汽车-W(09868)。港股通(沪)活跃成交股港股通(深)活跃成交股中国移动(00941)获净买入...

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TraHK (02800) was sold off","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"02800":1,"00941":0.9,"01171":0.9,"01378":0.9,"00883":0.9},"content_text":"智通财经APP获悉，4月3日港股市场，北水成交净买入51.24亿港元，其中港股通(沪)成交净买入37.69亿港元，港股通(深)成交净买入13.55亿港元。北水净买入最多的个股是小米集团-W(01810)、中国移动(00941)、腾讯(00700)。北水净卖出最多的个股是盈富基金(02800)、小鹏汽车-W(09868)。港股通(沪)活跃成交股港股通(深)活跃成交股中国移动(00941)获净买入4.12亿港元。消息面上，摩根士丹利发表报告，在国企改革的背景下，提高股东回报是一个长期趋势。 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)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。中国银行(03988)获净买入3.35亿港元。消息面上，中国银行近日发布业绩。该行去年实现营业收入6228.89亿元，同比增长6.41%，增速位居六大国有银行之首。实现税后利润2463.71亿元，增长4.07%。中信证券表示，一季度季节性低点过后，伴随政策发力、宏观企稳与信用风险的进一步改善，银行板块业绩有望边际企稳。中国宏桥(01378)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。北水继续加仓石油股。中海油(00883)、中石油(00857)分别获净买入3.09亿、659万港元。消息面上，高盛在研报中指出，随着油价保持在每桶80美元的较长期态势，中石油、中海油的自由现金流收益率分别为15%、11%，预计这两股相对于全球折价将收窄，随着现金流转化为强劲的股息以及潜在的股票回购计划，高盛看好中石油和中海油的股价表现。理想汽车-W(02015)获净买入1.89亿港元。消息面上，招商证券发表报告指，理想汽车首季销量合计8万辆，同比增长53%，好于公司此前指引的7.6万至7.8万辆，显示3月下旬公司重新调整市场策略后交付能力回升。公司战略调整的悲观预期已释放，关注4月北京车展前后公司重磅车型L6上市，L6是公司今年销售增量支柱。兖矿能源(01171)获净买入1.38亿港元。消息面上，兖矿能源近期发布业绩。全年实现营业收入1500.25亿元，同比下降33.31%；归属于上市公司股东的净利润201.4亿元，同比下降39.62%。公司拟每股派发现金股利1.49元，共计派发现金股利110.84亿元。A股股息率6.41%，港股股息率8.91%。民生证券指出，公司资本开支相对稳定，未来产量仍有提升空间，且公司保底现金分红比例60%，股息率具备投资价值。盈富基金(02800)遭净卖出4.79亿港元。消息面上，建银国际认为，近期受市场预期改善和交易性资金回流影响，恒指近两个月持续反弹。由于即将进入财报季的末尾，目前看似乎没有太多惊喜。除此之外，由于过去一个月大多数行业的本年度盈利预测均被下调，这意味着盈利前景可见度仍然不高，因此在缺乏进一步催化剂的情况下，未来一个月市场动力可能很快就会恢复疲软。此外，小米集团-W(01810)、药明生物(02269)、美团-W(03690)分别获净买入5.96亿、1.61亿、6924万港元。而小鹏汽车-W(09868)遭净卖出5004万港元。","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/2424894797"}

北水动向|北水成交净买入51.24亿 高股息及资源股再度受追捧 盈富基金(02800)遭抛售

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北水动向|北水成交净买入51.24亿高股息及资源股再度受追捧盈富基金(02800)遭抛售