北水动向|北水成交净买入11.74亿内资加仓中行(03988)近9亿抛售盈富基金(02800)超2亿

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智通财经APP获悉，4月26日港股市场，北水成交净买入11.74亿港元，其中港股通(沪)成交净买入1.08亿港元，港股通(深)成交净买入10.65亿港元。北水净买入最多的个股是中国银行(03988)、快手-W(01024)、港交所(00388)。北水净卖出最多的个股是汇丰控股(00005)、盈富基金(02800)、中海油(00883)。港股通(沪)活跃成交股港股通(深)活跃成交股中国银行(...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404261810488b56c2b2&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，4月26日港股市场，北水成交净买入11.74亿港元，其中港股通(沪)成交净买入1.08亿港元，港股通(深)成交净买入10.65亿港元。北水净买入最多的个股是中国银行(03988)、快手-W(01024)、港交所(00388)。北水净卖出最多的个股是汇丰控股(00005)、盈富基金(02800)、中海油(00883)。港股通(沪)活跃成交股港股通(深)活跃成交股中国银行(...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404261810488b56c2b2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999006597.SGD","symbol_name":"United China-India Dynamic Growth 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million","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03988":1,"02800":1,"03143":0.6},"content_text":"智通财经APP获悉，4月26日港股市场，北水成交净买入11.74亿港元，其中港股通(沪)成交净买入1.08亿港元，港股通(深)成交净买入10.65亿港元。北水净买入最多的个股是中国银行(03988)、快手-W(01024)、港交所(00388)。北水净卖出最多的个股是汇丰控股(00005)、盈富基金(02800)、中海油(00883)。港股通(沪)活跃成交股港股通(深)活跃成交股中国银行(03988)获净买入8.78亿港元。消息面上，海通证券表示，展望未来银行业绩，随着后续维稳经济的政策的推出，后续银行的营收增速有望逐步企稳，利润增速有望维持高位，不良率保持低位，拨备覆盖率保持高位。中信证券指出，基于经济复苏的节奏和宏观金融的表现，预计短期市场风格仍偏好分红策略，银行板块持仓有望继续修复。快手-W(01024)获净买入5亿港元。消息面上，富瑞发表研究报告指，继续预计快手首季收入同比升15%至290亿元人民币，非国际财务报告准则(Non-IFRS)盈利达31亿元人民币。光大证券则指出，直播电商仍有红利，在其推动下，24Q1 预计内循环广告、电商业务保持较快增长。公司已经进入利润释放期，平台治理、组织架构、投放策略优化下，用户获取、留存效率持续提升，人效持续优化，经调整净利润率有望在后续季度持续改善。港交所(00388)获净买入1.16亿港元。消息面上，港交所召开股东周年大会，宣布唐家成接替史美伦，成为新一任港交所主席。此外，港交所一季度净利润为29.7亿港元，同比下跌12.9%，环比上升14%。申万宏源表示，中国证监会发布《5项资本市场对港合作措施》，有利于进一步拓宽互联互通机制，促进两地资本市场协同发展。期待内地经济稳健复苏+政策利好下驱动港股市场流动性提振。理想汽车-W(02015)遭净卖出3678万港元。消息面上，理想汽车近日官宣降价，除新上市的理想L6外，旗下2024款理想L7、L8、L9与MEGA采用全新价格体系，与此前相比，4款车的降价幅度在1.8万—3万元。从销量上看，今年一季度，理想汽车的销量增速同比有所下滑。期内理想汽车共计交付新车8.04万辆，同比增长52.9%，但去年同期增速为65.8%。中海油(00883)绩后创历史新高，部分北水资金逢高抛售，全天净卖出1.67亿港元。消息面上，中海油发布2024年第一季度业绩，该集团期内取得营业收入1114.68亿元人民币，同比增加14.1%；归母净利润397.19亿元，同比增加23.7%。中金表示，一季度业绩超市场预期，主要系产量增速和原油实现价格超出预期。该行预计，公司全年产量有可能超出2024年指引上限的720百万桶油当量。盈富基金(02800)遭净卖出2.43亿港元。消息面上，中信建投发布研报称，去年下半年港股的最大压制为外资系统性流出转向日本，近期外资在亚太地区的配置重心重新由日本转向港股，港股流动性得到大幅改善。此外，近期南向资金大幅增长，进一步巩固了港股的上涨趋势。也有机构表示，港股本轮行情与基本面关系不大，风险偏好回升带来资金层面改善，是港股上涨的直接支撑。汇丰控股(00005)遭净卖出3.44亿港元。消息面上，汇丰控股将于下周二(30日)公布今年首季度业绩。市场普遍认为，香港银行同业拆息(HIBOR)下降拖累息差及贷款增长缓慢，但预计财富管理收入强劲表现可抵销部分影响。高盛预测汇控今年首季列账基准税前溢利按年跌0.8%至127.84亿美元；摩根大通预测汇控首季列账基准税前溢利按年跌5%至122.47亿美元。此外，兖矿能源(01171)获净买入2986万港元。而中国移动(00941)、腾讯(00700)分别遭净卖出4631万、1706万港元。","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 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北水动向|北水成交净买入11.74亿 内资加仓中行(03988)近9亿 抛售盈富基金(02800)超2亿

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北水动向|北水成交净买入11.74亿内资加仓中行(03988)近9亿抛售盈富基金(02800)超2亿