北水动向|北水成交净卖出78.76亿北水全天加仓中国人寿(02628) 抛售盈富基金(02800)超53亿港元

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智通财经APP获悉，5月18日港股市场，北水成交净卖出78.76亿港元。其中港股通(沪)成交净卖出19.62亿港元，港股通(深)成交净卖出59.14港元。北水净买入最多的个股是中国人寿(02628)、理想汽车-W(02015)、腾讯(00700)。北水净卖出最多的个股是盈富基金(02800)、阿里巴巴-W(09988)、华虹半导体(01347)。港股通(沪)活跃成交股港股通(深)活跃成交股中国人寿...

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Livis上市发布会。大摩认为，作为今年首个重要发布，理想L9对于重夺销售动力至关重要，为下半年更多新品推出铺路。该行预期，新款L9的月销量将超越去年平均水平，有助支持集团利润率及短期股价表现。腾讯(00700)获净买入5.48亿港元。消息面上，花旗发表报告指，在腾讯首季业绩后与其管理层举行了投资者会议。管理层对公司AI进展感到乐观，并对混元3.0模型表现改善充满信心。随着国内芯片代工产能逐渐放缓，预期下半年国内芯片交付将加快，带动下半年资本开支增加。芯片股出现分化，中芯国际(00981)、兆易创新(03986)、澜起科技(06809)分别获净买入2.18亿、7450万、7112万港元，而华虹半导体(01347)遭净卖出1.2亿港元。消息面上，长鑫科技一季度实现营收508亿元，归母净利润高达248亿元；公司预计上半年归母净利润区间为500亿至570亿元。招商证券指出，存储产品逐渐转向定制化，AI推理驱动HBF等新品逐步开发以填补DRAM与SSD之间性能空缺，其对先进封装也提出更高要求，随着存储定制化产品渗透率的提高及长鑫扩产带来的订单外溢，封测等环节将持续受益。五一视界(06651)获净买入6758万港元。消息面上，近日，币圈顶流、波场TRON创始人孙宇晨在公开场合表示，普通AI发展已近尾声，AI产业的下一个爆发点不在虚拟场景，而在物理世界的落地应用——\"物理AI将成为未来十年最具价值的超级风口\"。据悉，五一视界(51WORLD)为物理AI领域的先行者与领军企业。长飞光纤光缆(06869)获净买入1546万港元。消息面上，华泰证券研报指出，26Q1光纤价格呈逐月爬升态势，报告期内公司交付结构中仍含部分低价长协/集采订单。随着高价订单在Q2起集中确认，看好利润弹性有望加速释放。看好在光纤光缆主业景气度上升与光互连组件等多元化业务双重驱动下，公司业绩有望迎来显著增厚。盈富基金(02800)遭净卖出53.02亿港元。消息面上，华泰证券指出，当前港股仍面临两大外部考验。一方面，原油供给冲击的影响接近集中释放临界点；另一方面，通胀预期推升全球国债利率，且货币政策应对供给冲击具有局限性。而在内部，南向资金仓位依然需要出清。此外，金辉控股(09993)、中海油(00883)分别获净买入5706万、2371万港元。而阿里巴巴-W(09988)遭净卖出13.41亿港元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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 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北水动向|北水成交净卖出78.76亿 北水全天加仓中国人寿(02628) 抛售盈富基金(02800)超53亿港元

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北水动向|北水成交净卖出78.76亿北水全天加仓中国人寿(02628) 抛售盈富基金(02800)超53亿港元