资金动向 | 北水净买入港股超33亿港元，加仓中海油、快手

格隆汇03-26

南下资金今日净买入港股33.4亿港元。其中，净买入盈富基金13.76亿、中国海洋石油10.99亿、快手-W 9.1亿、长飞光纤光缆7.1亿、美团-W 6.79亿、腾讯控股3.39亿、南方恒生科技3.31亿；净卖出阿里巴巴-W 9.98亿、中芯国际5.22亿、中国移动3.72亿。据统计，南下资金已连续4日净买入长飞光纤光缆，共计18.3625亿港元；连续9日净卖出中芯国际，共计38.8926亿港元。...

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/2622857350?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/172d4-b2289b51-1ea9-4201-ace4-fd4b1c111216.jpg?guru_height=1664&guru_width=2432&guru_size=642580","is_english":false,"pubTime":"2026-03-26 20:12","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2622857350","market":"fut","top_or_hot":-1,"title":"资金动向 | 北水净买入港股超33亿港元，加仓中海油、快手","media":"格隆汇","content":"<div>\n<p>南下资金今日净买入港股33.4亿港元。其中，净买入盈富基金13.76亿、中国海洋石油10.99亿、快手-W 9.1亿、长飞光纤光缆7.1亿、美团-W 6.79亿、腾讯控股3.39亿、南方恒生科技3.31亿；净卖出阿里巴巴-W 9.98亿、中芯国际5.22亿、中国移动3.72亿。据统计，南下资金已连续4日净买入长飞光纤光缆，共计18.3625亿港元；连续9日净卖出中芯国际，共计38.8926亿港元。...</p>\n\n<a href=\"https://www.gelonghui.com/p/4202044\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","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>资金动向 | 北水净买入港股超33亿港元，加仓中海油、快手</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资金动向 | 北水净买入港股超33亿港元，加仓中海油、快手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-26 20:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/4202044><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>南下资金今日净买入港股33.4亿港元。其中，净买入盈富基金13.76亿、中国海洋石油10.99亿、快手-W 9.1亿、长飞光纤光缆7.1亿、美团-W 6.79亿、腾讯控股3.39亿、南方恒生科技3.31亿；净卖出阿里巴巴-W 9.98亿、中芯国际5.22亿、中国移动3.72亿。据统计，南下资金已连续4日净买入长飞光纤光缆，共计18.3625亿港元；连续9日净卖出中芯国际，共计38.8926亿港元。...</p>\n\n<a href=\"https://www.gelonghui.com/p/4202044\">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":"LU2097828631.EUR","symbol_name":"AZ EQUITY CHINA \"A\" (EUR) ACC","start_time":0,"source_url":"https://www.gelonghui.com/p/4202044","article_id":"2622857350","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/172d4-b2289b51-1ea9-4201-ace4-fd4b1c111216.jpg?guru_height=1664&guru_width=2432&guru_size=642580"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622857350","pubTimestamp":1774527158,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"跟踪南向资金最新动态","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81024":"快手-WR","600938":"中国海油","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1610":"ETF&股票定投概念","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1608":"元宇宙概念","BK1095":"互动媒体与服务","BK1615":"港股-互联网","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1575":"同股不同权","01024":"快手-W","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1591":"就地过年概念","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1590":"短视频概念股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU0359201612.USD":"贝莱德中国基金A2","00883":"中国海洋石油","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4588":"碎股","LU1720050803.USD":"安联全方位中国股票基金","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC"},"translate_title":"Capital trends | Beishui's net purchase of Hong Kong stocks exceeded HK$3.3 billion, adding positions to CNOOC and Kuaishou","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81024":0.6,"600938":1.95,"01024":1.93,"00883":1.95},"content_text":"南下资金今日净买入港股33.4亿港元。其中，净买入盈富基金13.76亿、中国海洋石油10.99亿、快手-W 9.1亿、长飞光纤光缆7.1亿、美团-W 6.79亿、腾讯控股3.39亿、南方恒生科技3.31亿；净卖出阿里巴巴-W 9.98亿、中芯国际5.22亿、中国移动3.72亿。据统计，南下资金已连续4日净买入长飞光纤光缆，共计18.3625亿港元；连续9日净卖出中芯国际，共计38.8926亿港元。北水关注个股中国海洋石油：公司2025年实现营业收入人民币3982亿元，归属于母公司股东的净利润人民币1221亿元，持续保持强劲盈利韧性。桶油主要成本为27.9美元╱桶油当量，成本竞争优势不断巩固。公司高度重视股东回报，为与全体股东共享发展成果，董事会已提议派发二零二五年末期股息每股0.55港元（含税）。快手：第四季度营收395.7亿元，同比增长11.8%，预估388.6亿元；调整后净利润54.6亿元，同比增长16.2%，预估53.8亿元。公司董事会已建议派发2025年度末期股息每股 0.69港元，总计30亿港元。经股东批准后，预计该末期股息将于 2026年7月派付。这是继快手2025年8月宣派自上市以来的首次特别股息约20亿港元后，再次宣布派息。美团：第四季度营收921.0亿元，同比增长4.1%，预估920.8亿元；调整后净亏损150.8亿元，去年同期盈利98亿元。美团全年实现收入3649亿元，同比增长8%。受即时零售行业“内卷式”竞争影响，美团业绩由盈转亏，全年净亏损234亿元，经营亏损170亿元。其中，核心本地商业板块经营亏损69亿元。阿里巴巴：3月26日，阿里AI助手千问被接入红旗汽车智能座舱，即将首发搭载于红旗HS6 PHEV。这是继AI眼镜之后，千问进一步拓展至更高复杂度的车载场景，也是通用AI助手首次以完整形态进入车载场景。千问上车后，用户只需一句话即可完成多目标任务。后续还将接入即时零售、票务预订、出行服务等更多阿里生态的“办事能力”。中芯国际：2025年实现营业收入673.23亿元，同比增长16.49%；归属于上市公司股东的净利润为50.41亿元，同比增长36.29%。注：中芯国际2025年Q3净利润15.17亿元，据此计算，Q4净利润12.23亿元，环比下降19.41%。中国移动：2025年营业收入1.05万亿元，同比增长0.9%；净利润1370.95亿元，同比下降0.9%。董事会建议向全体股东派发截至2025年12月31日止年度末期股息每股2.52港元，连同已派发的中期股息，2025年全年股息合计每股5.27港元，同比增长3.5%。2025年全年派息率为75%。","kind":"highlight","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":"4.42.0","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/2622857350","isCrawlerRequest":true}