北水动向|北水成交净买入162.14亿北水逢低抢筹港股ETF 加仓中海油(00883)等油气股

智通财经03-02

智通财经APP获悉，3月2日港股市场，北水成交净买入162.14亿港元，其中港股通(沪)成交净买入81.08亿港元，港股通(深)成交净买入81.06亿港元。北水净买入最多的个股是南方恒生科技(03033)、盈富基金(02800)、小米集团-W(01810)。北水净卖出最多的个股是阿里巴巴-W(09988)、中芯国际(00981)。港股通(沪)活跃成交股港股通(深)活跃成交股北水逢低抢筹港股ETF，...

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Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC"},"translate_title":"Beishui Trends | Beishui's net purchase was 16.214 billion, Beishui rushed to raise funds on dips, Hong Kong stock ETFs increased positions in CNOOC (00883) and other oil and gas stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"81810":0.6,"600026":1.85,"600938":1.91,"MIUmain":0.6,"00883":1.91,"HSI":1.92,"02828":1.87,"HXXD.SI":0.6,"01138":1.85,"HSTECH":1.94},"content_text":"智通财经APP获悉，3月2日港股市场，北水成交净买入162.14亿港元，其中港股通(沪)成交净买入81.08亿港元，港股通(深)成交净买入81.06亿港元。北水净买入最多的个股是南方恒生科技(03033)、盈富基金(02800)、小米集团-W(01810)。北水净卖出最多的个股是阿里巴巴-W(09988)、中芯国际(00981)。港股通(沪)活跃成交股港股通(深)活跃成交股北水逢低抢筹港股ETF，南方恒生科技(03033)、盈富基金(02800)、恒生中国企业(02828)分别获净买入31.22亿、24.47亿、15.31亿港元。消息面上，伊朗局势升级。国元国际发布研报称，本次军事行动的影响更多体现在地缘政治方面，对于经济的直接影响相对较小；但地缘政治风险的增加或在短期内影响港股市场整体的风险偏好，市场避险情绪或有增加。预期短期内港股市场更多以板块轮动和结构性行情为主，中长期则需更多关注伊朗局势对海外利率环境的影响。小米集团-W(01810)获净买入16.29亿港元。消息面上，小米日前于西班牙巴塞罗纳举行Xiaomi 17 Series全球发布会。卢伟冰表示，作为小米2026年的首个全球性活动，将带来三个“惊喜”，包括与徕卡的合作将翻开新的篇章；在新能源汽车方面，小米与Gran Turismo达成合作，现在大家已经可以在游戏中驾驶小米SU7 Ultra；再过两天，小米也将亮相世界移动通信大会(MWC)，届时，大家将亲眼见证“人车家全生态”与小米人工智能的真实落地。中海油(00883)、山东墨龙(00568)分别获净买入13.74亿、1.28亿港元。消息面上，花旗上调短期布伦特原油预测价格至85美元，并警告若出现油气基础设施被打击的极端情景，布油恐飙至120美元。汇丰指出，如果霍尔木兹海峡原油运输要道断航，将令OPEC+约4.6百万桶/日的闲置产能沦为摆设，这些产能根本无法运出，届时使油价将面临显著上行压力。长飞光纤光缆(06869)获净买入2.07亿港元。消息面上，国盛证券研报指出，自2025年末以来，光纤光缆零售价格不断上涨。据讯石光通讯网2026年2月G.652.D裸纤价格已突破30元/芯公里，实际成交价多集中于40-50元之间，部分渠道价甚至超过50元/芯公里，累计涨幅高达94%-144%。该行认为，光纤光缆行业已进入高景气周期，具备光棒光纤一体化产能、产能弹性大，且具备出海能力的头部厂商，将充分享受新周期红利。中远海能(01138)获净买入2.03亿港元。消息面上，霍尔木兹海峡局势骤然升级。高盛报告指出，油轮板块及中远海运能源在其覆盖的交通运输股中拥有最大上行空间。在伊朗石油制裁被完全解除的极端情景下，约5%的航运需求将从影子船队转向合规船队，届时各类原油油轮每日TCE（时租等值）有望增加约3万美元。此外，腾讯(00700)分别获净买入7.82亿港元。而阿里巴巴-W(09988)、中芯国际(00981)分别遭净卖出13.89亿、1.54亿港元。","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,"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":"4.42.1","shortVersion":"4.42.1","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/2616380146","isCrawlerRequest":true}

北水动向|北水成交净买入162.14亿 北水逢低抢筹港股ETF 加仓中海油(00883)等油气股

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北水动向|北水成交净买入162.14亿北水逢低抢筹港股ETF 加仓中海油(00883)等油气股