北水动向|北水成交净卖出181.07亿北水逢高减持港股ETF 全天抛售盈富基金(02800)超90亿港元

智通财经2025-04-23

智通财经APP获悉，4月23日港股市场，北水成交净卖出181.07亿港元，其中港股通(沪)成交净卖出94.39亿港元，港股通(深)成交净卖出86.69亿港元。北水净买入最多的个股是美团-W(03690)、康方生物(09926)、赤峰黄金(06693)。北水净卖出最多的个股是盈富基金(02800)、恒生中国企业(02828)、中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股美团-...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2529576795?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-23 17:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2529576795","market":"us","top_or_hot":-1,"title":"北水动向|北水成交净卖出181.07亿 北水逢高减持港股ETF 全天抛售盈富基金(02800)超90亿港元","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，4月23日港股市场，北水成交净卖出181.07亿港元，其中港股通(沪)成交净卖出94.39亿港元，港股通(深)成交净卖出86.69亿港元。北水净买入最多的个股是美团-W(03690)、康方生物(09926)、赤峰黄金(06693)。北水净卖出最多的个股是盈富基金(02800)、恒生中国企业(02828)、中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股美团-...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1283174.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>北水动向|北水成交净卖出181.07亿 北水逢高减持港股ETF 全天抛售盈富基金(02800)超90亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n北水动向|北水成交净卖出181.07亿 北水逢高减持港股ETF 全天抛售盈富基金(02800)超90亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 17:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1283174.html><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23日港股市场，北水成交净卖出181.07亿港元，其中港股通(沪)成交净卖出94.39亿港元，港股通(深)成交净卖出86.69亿港元。北水净买入最多的个股是美团-W(03690)、康方生物(09926)、赤峰黄金(06693)。北水净卖出最多的个股是盈富基金(02800)、恒生中国企业(02828)、中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股美团-...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1283174.html\">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":"HMTD.SI","symbol_name":"Meituan HK SDR 5to1","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1283174.html","article_id":"2529576795","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2529576795","pubTimestamp":1745401709,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，4月23日港股市场，北水成交净卖出181.07亿港元，其中港股通(沪)成交净卖出94.39亿港元，港股通(深)成交净卖出86.69亿港元。康方生物获净买入3.42亿港元。赤峰黄金获净买入1.4亿港元。泡泡玛特获净买入1.1亿港元。股东应占利润为306亿元，同比增长3.45%。港股今日表现强势，北水逢高抛售港股ETF，盈富基金、恒生中国企业分别遭净卖出90.65亿、67.76亿港元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80883":"中国海洋石油-R","HMTD.SI":"Meituan HK SDR 5to1","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU0196878994.USD":"MANULIFE GF CHINA VALUE \"AA\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","BK1583":"高瓴概念","00941":"中国移动","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","BK1142":"互联网与直销零售","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU1226288170.HKD":"UBS (LUX) KEY SEL S-CHINA ALLOCATION OPP \"P6%\"(HK D) INC","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","YANG":"三倍做空富时中国ETF-Direxion","FDN":"First Trust Dow Jones Internet I","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU1951186391.HKD":"UBS (LUX) KEY SEL CHINA ALLOCATION OPPORTUNITY (US \"P\" (HKD) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1591":"就地过年概念","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) ACC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","HSTECH":"恒生科技指数","02800":"盈富基金","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD"},"translate_title":"Beishui Dongxiang Beishui's net transaction sold 18.107 billion, Beishui reduced its holdings of Hong Kong stock ETFs on rallies, and sold Tracker Fund (02800) over HK $9 billion throughout the day","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"FDN":1,"02800":1,"YANG":1,"00941":0.9,"HMTD.SI":0.6,"HSTECH":1},"content_text":"智通财经APP获悉，4月23日港股市场，北水成交净卖出181.07亿港元，其中港股通(沪)成交净卖出94.39亿港元，港股通(深)成交净卖出86.69亿港元。北水净买入最多的个股是美团-W(03690)、康方生物(09926)、赤峰黄金(06693)。北水净卖出最多的个股是盈富基金(02800)、恒生中国企业(02828)、中国移动(00941)。港股通(沪)活跃成交股港股通(深)活跃成交股美团-W(03690)获净买入5.57亿港元。消息面上，交银国际发布研报称，行业新进入者或带来短期补贴波动，但基于美团的规模优势以及领先的商家服务、外卖配送能力，同时考虑新会员体系有望提升用户粘性及跨场景转化，该行认为行业格局将持续稳定，美团现价对应2025年15倍市盈率，对应17%的利润增速，下行空间有限。康方生物(09926)获净买入3.42亿港元。消息面上，康方生物旗下双特异性抗体新药依达方，联合化疗对比替雷利珠单抗联合化疗一线治疗晚期鳞状非小细胞肺癌的III期头对头临床试验，经独立数据监察委员会评估，期中分析显示强阳性结果，达到无进展生存期的主要研究终点。研究详细数据将在今年相关国际术会议上公布。里昂发表研报称，上述临床试验时间表略早于该行预期，应对其销售增长有正面暗示。赤峰黄金(06693)获净买入1.4亿港元。消息面上，国际金价昨日在一度突破3500美元/盎司后跳水，今日现货黄金跌破3300美元/盎司，日内一度跌超2.6%。中信期货指出，二季度对金价维持乐观态度，美国滞胀预期的维持是中期利多黄金的重要逻辑，而长期中美元信用收缩支撑黄金牛市。但短期仍需警惕波动风险，贸易谈判缓和的可能性和美联储的鹰派态度是主要变量，同时关注美元指数对盘面的短期影响。泡泡玛特(09992)获净买入1.1亿港元。消息面上，花旗发表研究报告指，泡泡玛特今年首季收入同比增长165%至170%，表现强劲，远胜增长逾一倍的指引，主要由于去年同期低基数，以及哪咤、Crybaby等系列新产品销售表现向好，推动中国市场按年增约一倍及海外市场增长约4.8倍。LABUBU第三代新产品系列将于近日在线上及线下发售，预期新产品推出将成为泡泡玛特的短期催化剂。小米集团-W(01810)遭净卖出5.38亿港元。消息面上，小米集团公关部总经理王化发布文章，针对小米YU7推迟发布的传闻进行了辟谣。王化明确表示，YU7的上市发布时间并未发生改变，依旧是此前预告的今年6-7月。据悉，小米YU7是小米汽车推出的第二款车型，同时也是其首款SUV车型。中国移动(00941)遭净卖出14.23亿港元。消息面上，中国移动发布2025年首季度业绩，营运收入为2638亿元人民币，同比增长0.02%；其中，通信服务收入为2224亿元，同比增长1.40%。股东应占利润为306亿元，同比增长3.45%。国金证券认为，2025年前2月电信行业端增量不增收，根据工信部，电信业务收入同比仅增长0.9%，远低于同期电信业务总量7.6%的增速。公司主营业务收入增幅亦随之放缓，1Q25主营业务收入2224亿元，同比增长1.4%。公司1Q25经营活动现金流量净额同比下降45%，主要因公司主动加快对中小企业及农民工付款进度，履行社会责任。港股今日表现强势，北水逢高抛售港股ETF，盈富基金(02800)、恒生中国企业(02828)分别遭净卖出90.65亿、67.76亿港元。消息面上，美国总统特朗普当地时间周二在公开场合发表了讲话，承认美国目前对自中国进口商品的关税过高，预计税率将大幅降低。华泰证券此前指出，往前看，对等关税扰动发生后，该行坚定看好港股相对收益表现。外部扰动下，市场或对内需政策存在较大预期。此外，中芯国际(00981)、阿里巴巴-W(09988)、腾讯(00700)分别遭净卖出1.44亿、1.99亿、3.19亿港元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"shareholding","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 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":"4.36.2","shortVersion":"4.36.2","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/2529576795","isCrawlerRequest":true}

北水动向|北水成交净卖出181.07亿 北水逢高减持港股ETF 全天抛售盈富基金(02800)超90亿港元

精彩评论

北水动向|北水成交净卖出181.07亿北水逢高减持港股ETF 全天抛售盈富基金(02800)超90亿港元