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北水動向|北水成交淨買入32.78億北水繼續搶籌科網股拋售盈富基金(02800)超15億港元財經新聞Financial News @ 2024-11-30T Back Hot News
Keyword:北水
Concept:北水成交淨買入 , 港股通阿里巴巴淨流
INVESTING.COM -周四(28日),截止發稿,南向資金逆勢加倉港股51億港元。阿里巴巴-SW (HK:9988)止步三連升,現跌2.29%。阿里巴巴短線資金仍以流入為主,南向資金昨日淨流入16.87億港元,前5日加倉422萬股。
資金動向 | 北水淨買入港股12.02億港元,搶籌阿里巴巴逾8億港元
北水資金搶籌科網股,阿里巴巴-W(09988)、美團-W(03690)、騰訊(00700)分別獲淨買入16.86億、9.54億、7.18億港元。消息面上,國泰君安發布研報稱,南向資金繼續保持淨流入,11月至今單月淨流入規模創過去三年歷史新高。恆生科技指數前向12個月盈利預測繼續上行,現實分子端預期逐步企穩,當前港股具備較高配置性價比,考慮後續海外流動性改善疊加國內政策加碼,港股市場仍有可為空間。據上海證券報,富國基金此前指出,當前港股回調幅度或已較為充分,估值再次回到高性價比位置。
據統計,南下資金已連續5日淨買入中國移動,共計13.8289億港元;連續4日淨買入美團,共計24.0647億港元;連續3日淨賣出小米,共計7.3749億港元。自納入港股通以來的50個交易日,南下資金已累計淨買入阿里巴巴747.8925億港元。
北水南向淨流入阿里巴巴(09988.HK)、美團(03690.HK)及騰訊(00700.HK),分別達16.87億港元、9.54億港元及7.19億港元。
據統計,自納入港股通以來的46個交易日,南下資金已累計淨買入阿里巴巴713.8226億港元。
港股通(深)最高資金淨流入活躍股份為阿里巴巴(09988.HK)7.98億港元,而最高資金淨流出股份為美團(03690.HK)7.87億港元。

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