北水动向|北水成交净卖出35.21亿通义千问全面对标ChatGPT 北水抢筹阿里(09988)超13亿港元

智通财经11-13

智通财经APP获悉，11月13日港股市场，北水成交净卖出35.21港元，其中港股通(沪)成交净卖出21.28亿港元，港股通(深)成交净卖出13.93亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、小米集团-W(01810)、华虹半导体(01347)。北水净卖出最多的个股是盈富基金(02800)、恒生中国企业(02828)、腾讯(00700)。港股通(沪)活跃成交股港股通(深)活跃成交股...

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href=http://www.zhitongcaijing.com/content/detail/1368874.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，11月13日港股市场，北水成交净卖出35.21港元，其中港股通(沪)成交净卖出21.28亿港元，港股通(深)成交净卖出13.93亿港元。北水净买入最多的个股是阿里巴巴-W(09988)、小米集团-W(01810)、华虹半导体(01347)。北水净卖出最多的个股是盈富基金(02800)、恒生中国企业(02828)、腾讯(00700)。港股通(沪)活跃成交股港股通(深)活跃成交股...</p>\n\n<a 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Max的提车周期，显示其在提升制造能力方面持续且稳健的执行力。该行此前指出，10月24日宣布的税务补贴反映了小米对制造产能提升的信心。高盛相信小米的产能扩张将在几个月内取得更多官方进展。北水加仓芯片股。华虹半导体(01347)、中芯国际(00981)分别获净买入8681万、7606万港元。消息面上，摩根大通最新研报称，尽管市场对人工智能泡沫的担忧情绪持续存在，但由AI驱动的半导体上升周期远未见顶，其持续时间将超出典型周期规律并延长至2027年，这为亚洲科技股在2026年的表现提供了强力支撑。该行预测全球半导体收入在2026年和2027年将分别增长18%和11%。腾讯(00700)遭净卖出8.75亿港元。消息面上，腾讯控股盘后发布三季度财报。财报显示，腾讯在期内实现营收1928.7亿元，同比增长15%；经营利润725.7亿元，同比增长18%。其中，增值服务收入同比增长16%至958.6亿元，游戏业务收入增速为22.8%；营销服务在AI与微信商业生态持续提振下，收入同比提升21%至362.4亿元；金融科技与企业服务受益于商业支付活动与企业服务需求增加，收入同比增长10%至581.7亿元。北水大幅抛售港股ETF。盈富基金(02800)、恒生中国企业(02828)分别遭净卖出62.26亿、22.89亿港元。消息面上，浙商国际近日指出，港股市场基本面仍偏弱，资金面环境短期回落，政策面重点关注科技创新和扩大内需，情绪面短期面临回调压力。当下港股市场周月线级别趋势已进入右侧区间，对于后续走势，即使短期行情有波折，仍不建议悲观。浙商国际研究人员对于中短期市场走势继续保持谨慎乐观的态度。此外，三生制药(01530)获净买入3025万港元。而信达生物(01801)、赣锋锂业(01772)、中海油(00883)分别遭净卖出4.19亿、2.61亿、201万港元。","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|北水成交净卖出35.21亿 通义千问全面对标ChatGPT 北水抢筹阿里(09988)超13亿港元

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北水动向|北水成交净卖出35.21亿通义千问全面对标ChatGPT 北水抢筹阿里(09988)超13亿港元