北水动向|北水成交净买入75.12亿传阿里(09988)为苹果中国AI合作方内资抢筹阿里超30亿港元

智通财经2025-02-12

智通财经APP获悉，2月12日港股市场，北水成交净买入75.12亿港元，其中港股通(沪)成交净买入59.19亿港元，港股通(深)成交净买入15.92亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、美团-W(03690)、中芯国际(00981)。北水净卖出最多的个股是腾讯(00700)。港股通(沪)活跃成交股港股通(深)活跃成交股阿里巴巴-W(09988)获净买入30.43亿港元。消息面上...

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Alibaba (09988) is rumored to be Apple's Chinese AI partner. Domestic capital is rushing to raise more than HK $3 billion from Alibaba","themeId":"9c03908086f0887b113eb715091309d0","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"09988":1,"HBBD.SI":0.6,"MACW.SI":0.6},"content_text":"智通财经APP获悉，2月12日港股市场，北水成交净买入75.12亿港元，其中港股通(沪)成交净买入59.19亿港元，港股通(深)成交净买入15.92亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、美团-W(03690)、中芯国际(00981)。北水净卖出最多的个股是腾讯(00700)。港股通(沪)活跃成交股港股通(深)活跃成交股阿里巴巴-W(09988)获净买入30.43亿港元。消息面上，苹果和阿里巴巴据称将合作为中国iPhone用户开发AI功能。知情人士对媒体透露，此举是苹果应对在中国销售下滑的策略之一，旨在提供更具吸引力的软件功能。据悉，阿里巴巴此前刚刚发布了其最新的Qwen 2.5 Max模型。中信证券认为，模型能力的提升和部署成本的下降有望驱动C端、B端需求的快速上行，中长期维度将成为阿里云业绩加速的催化剂。美团-W(03690)获净买入13.82亿港元。消息面上，京东公布，京东外卖正式启动“品质堂食餐饮商家”招募，今年5月前入驻的商家全年免佣。花旗表示，京东进军外卖业务活在短期内对美团的外卖收入和单位经济效益带来一定压力，但鉴于订单量和交易转化率，相信商家仍会依赖美团平台。中芯国际(00981)获净买入8.34亿港元。消息面上，里昂指出，中芯国际上季度的营收达到了此前指引目标的上限，同时毛利率也优于预期目标。公司预计，2025年第一季度营收将环比增长6%-8%，这一预期远远超出市场此前预计的下跌3.4%。此外，其毛利率指引目标同样高于市场预期。中芯国际还预计，2025年公司营收增长幅度会高于行业平均水平，并且资本支出预计与2024年的73.3亿美元基本持平。比亚迪电子(00285)获净买入5.38亿港元。消息面上，招商证券发布研报称，比亚迪推出自研“天神之眼”高阶智驾，官宣全系搭载，普及程度超出预期。该行指出，比亚迪电子作为母公司汽车智能化战略的核心供应商，将承接母公司智驾域控的主力供应份额，结合公司在智能座舱、热管理、主动悬架等产品的前期布局，公司的单车价值量有望得到大幅提升至近万元，而母公司汽车销量有望继续保持快速增长势头，公司汽车电子业务中长期业绩增长空间弹性可期。吉利汽车(00175)获净买入4.22亿港元。消息面上，继吉利星睿大模型与DeepSeek完成深度融合之后，吉利汽车集团CEO淦家阅近日在内部会议上又宣布将于今年3月初对外发布重磅AI智能化战略，吉利将成为智能汽车AI科技的引领者，为用户带来颠覆性的智能化体验。在2025CES展期间，吉利发布了行业首个“智能汽车全域AI”技术体系。今年，吉利将全面拥抱AI，致力成为智能汽车AI科技的普及者。融创中国(01918)获净买入7222万港元。消息面上，融创中国发布公告称，2025年1月，集团实现合同销售金额约人民币68.4亿元，同比增长81.9%；合同销售面积约11.2万平方米，合同销售均价约人民币61070元/平方米。值得一提的是，上月底，融创中国公布，北京融创壹号院项目完成债务重组。此外，工商银行(01398)、中国移动(00941)、华虹半导体(01347)分别获净买入6.87亿、4.35亿、1.64亿港元。而腾讯(00700)遭净卖出11.48亿港元。","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":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2510264793","isCrawlerRequest":true}

北水动向|北水成交净买入75.12亿 传阿里(09988)为苹果中国AI合作方 内资抢筹阿里超30亿港元

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北水动向|北水成交净买入75.12亿传阿里(09988)为苹果中国AI合作方内资抢筹阿里超30亿港元