北水动向|北水成交净买入129.04亿腾讯(00700)被列入CMC清单北水逢低抢筹超140亿港元

智通财经2025-01-07

智通财经APP获悉，1月7日港股市场，北水成交净买入129.04亿港元，其中港股通(沪)成交净买入132.79亿港元，港股通(深)成交净卖出3.75亿港元。北水净买入最多的个股是腾讯(00700)、中芯国际(00981)、中国移动(00941)。北水净卖出最多的个股是盈富基金(02800)、恒生中国企业(02828)、阿里巴巴-W(09988)。港股通(沪)活跃成交股港股通(深)活跃成交股腾讯(...

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dips","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"80883":0.6,"89988":0.6,"CMC":1,"HTCD.SI":0.6,"HBBD.SI":0.6,"00941":0.9,"TCEHY":1},"content_text":"智通财经APP获悉，1月7日港股市场，北水成交净买入129.04亿港元，其中港股通(沪)成交净买入132.79亿港元，港股通(深)成交净卖出3.75亿港元。北水净买入最多的个股是腾讯(00700)、中芯国际(00981)、中国移动(00941)。北水净卖出最多的个股是盈富基金(02800)、恒生中国企业(02828)、阿里巴巴-W(09988)。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139.94亿港元。消息面上，腾讯被美国国防部列入CMC名单。腾讯强调对业务并无影响，并会与美国国防部合作解决任何误解。晨星认为，腾讯有很大机会之后会从名单上除名。该行指出，由于被列入名单并不带来具体制裁或直接处罚，预期只会可能会造成声誉损害，以及或令其他公司在潜在合作上望而却步。该行预计，腾讯现金流不会因此事而受到实质性影响。中芯国际(00981)获净买入7.3亿港元。消息面上，国泰君安表示，半导体国产化势在必行，先进制程重要性提升。目前，先进制程是我国高端芯片卡脖子环节之一，7nm及以下制程工艺依然与国际先进水平存在差距。中芯国际作为中国大陆技术最先进、规模最大、配套服务最完善的专业晶圆代工企业，先进制程产线布局领先，有望深度受益于自主可控，予以推荐。中国移动(00941)获净买入4.42亿港元。消息面上，广发证券指出，2024年运营商基本面基本见底，25年有望企稳回升。持续推荐流动性充裕背景下低波红利资产运营商的投资机会。中国银河证券表示，作为数字经济算力基础设施底座的通信设备的需求有望迎来高增长，相关板块或迎来更大机遇。阿里巴巴-W(09988)遭净卖出6.07亿港元。消息面上，光大证券指出，阿里巴巴出售银泰百货和高鑫零售，短期内或将对公司投资收益产生一定不利影响，但长期看有利于公司核心业务健康发展。高盛表示，虽然资产出售可能会在交易完成时产生会计处置损失，但出售这两项关键的线下零售业务符合公司对电子商务业务的持续关注，同时相信这些交易可以产生收益，用于进一步的股东回报政策，包括回购和分红。北水资金抛售港股ETF，盈富基金(02800)、恒生中国企业(02828)分别遭净卖出32.22亿、8.6亿港元。消息面上，中泰国际认为，港股大盘短期较大机会维持震荡格局，较高的美元利率、强美元指数、偏弱的人民币对港股带来一定的压力，但基本面边际改善和政策预期也提供一定支撑力。国泰君安则指出，综合来看，港股盈利端将在2025年继续小幅改善。此外，小米集团-W(01810)获净买入1.29亿港元。而中海油(00883)遭净卖出3479万港元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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129.04亿 腾讯(00700)被列入CMC清单 北水逢低抢筹超140亿港元

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北水动向|北水成交净买入129.04亿腾讯(00700)被列入CMC清单北水逢低抢筹超140亿港元