北水动向|北水成交净买入134.75亿北水继续加仓港股ETF 全天抢筹美团(03690)超34亿港元

智通财经2025-05-06

智通财经APP获悉，5月6日港股市场，北水成交净买入134.75亿港元，其中港股通(沪)成交净买入76.9亿港元，港股通(深)成交净买入57.85亿港元。北水净买入最多的个股是盈富基金(02800)、美团-W(03690)、恒生中国企业(02828)。北水净卖出最多的个股是小米集团-W(01810)、腾讯(00700)、中海油(00883)。港股通(沪)活跃成交股港股通(深)活跃成交股北水继续加仓...

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Meituan (03690) exceeded HK $3.4 billion","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"89988":0.6,"HSCEI":1,"02800":0.9,"FDN":1,"MPNGY":1,"HMTD.SI":0.6,"03690":1,"HSTECH":1,"HBBD.SI":0.6,"YANG":1},"content_text":"智通财经APP获悉，5月6日港股市场，北水成交净买入134.75亿港元，其中港股通(沪)成交净买入76.9亿港元，港股通(深)成交净买入57.85亿港元。北水净买入最多的个股是盈富基金(02800)、美团-W(03690)、恒生中国企业(02828)。北水净卖出最多的个股是小米集团-W(01810)、腾讯(00700)、中海油(00883)。港股通(沪)活跃成交股港股通(深)活跃成交股北水继续加仓港股ETF，盈富基金(02800)、恒生中国企业(02828)分别获净买入45.51亿、23.11亿港元。消息面上，交银国际表示，经历调整后，港股后续走势具备韧性，主要得益于多方面支持。交银国际判断，关税造成的最大情绪冲击已经过去，在海外不确定性缓和下，全球主要权益市场普遍实现修复。港股市场情绪亦迎来积极改善，此前受损板块有望实现结构性修复。但仍需警惕特朗普政策反复持续扰动资本市场，从而导致市场情绪摇摆，预计资本市场维持较高波动仍将持续一段时间。未来避险情绪或持续维持在相对高位。美团-W(03690)获净买入34.56亿港元。消息面上，中信证券表示，复盘外卖市场的历次正面碰撞，补贴短期内对单量增长拉动效应明显，但并非决定竞争走向的胜负手，多维度的系统性变量如配送效率、商家供给、用户复购和提频等更为核心。此外，该行预计市场情绪扰动存在但已趋于平稳。站在相对长期视角，预计外卖行业竞争格局将保持稳定、市场生态更加良性发展，平台价值有望长期释放。阿里巴巴-W(09988)获净买入15.03亿港元。消息面上，据财新引述消息人士透露，蚂蚁集团计划将旗下注册在新加坡的海外板块蚂蚁国际单独在香港上市，现正与监管部门沟通上市的可能性。报道指，蚂蚁国际收入约占蚂蚁集团20%。此外，蚂蚁控股全资子公司上海云进通过旗下公司向香港耀才证券金融发起要约收购。申万宏源指出，蚂蚁本次收购耀才证券拟在补足云锋金融牌照空缺。建设银行(00939)获净买入5.24亿港元。消息面上，中银国际发表报告指，建行第一季度盈利下滑。净利润按年下降4%，而2024年全年净利润按年增长0.9%。因净息差收窄，2025年一季度建设银行净利息收入按年下滑5.2%。季内资产质量有所改善。该行指，建行当前估值便宜。山东墨龙(00568)获净买入5017万港元。消息面上，深交所发布公告，因山东墨龙在深交所上市的A股被撤销其他风险警示，根据有关规定，将山东墨龙调入深港通下的港股通标的证券名单，并自2025年5月6日起生效。公告称，公司A股股票自2025年5月6日开市起撤销其他风险警示；证券简称由“ST墨龙”变更为“山东墨龙”。中海油(00883)遭净卖出3.09亿港元。消息面上，由沙特阿拉伯领导的OPEC+八国生产商集团周六达成协议，决定在6月份再次增产41.1万桶/日。这一增产规模几乎是高盛原先预测的14万桶/日的三倍。OPEC+内部消息人士表示，若成员国未严格履行生产配额，自愿减产协议可能在10月底前完全解除。小米集团-W(01810)遭净卖出4.91亿港元。消息面上，小米汽车更改新车订购宣传页面，将 “智驾” 改为 “辅助驾驶”，涉及 SU7 多款车型。此改动或与工信部关于智能驾驶的会议要求有关，强调不得夸大宣传，需明确功能边界。此前，安徽高速上发生的小米 SU7 事故引发关注。此外，金山云(03896)获净买入4756万港元。而腾讯(00700)、中芯国际(00981)分别遭净卖出3.62亿、2.66亿港元。","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":"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/2533724501","isCrawlerRequest":true}

北水动向|北水成交净买入134.75亿 北水继续加仓港股ETF 全天抢筹美团(03690)超34亿港元

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北水动向|北水成交净买入134.75亿北水继续加仓港股ETF 全天抢筹美团(03690)超34亿港元