北水动向|北水成交净买入50.86亿内资抢筹盈富基金(02800)超55亿全天抛售科网股

智通财经05-06

智通财经APP获悉，5月6日港股市场，北水成交净买入50.86亿港元，其中港股通(沪)成交净买入33.61亿港元，港股通(深)成交净买入17.25亿港元。北水净买入最多的个股是盈富基金(02800)、中国银行(03988)、理想汽车-W(02015)。北水净卖出最多的个股是中海油(00883)、腾讯(00700)、南方恒生科技(03033)。港股通(沪)活跃成交股港股通(深)活跃成交股盈富基金(...

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href=http://www.zhitongcaijing.com/content/detail/1117635.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，5月6日港股市场，北水成交净买入50.86亿港元，其中港股通(沪)成交净买入33.61亿港元，港股通(深)成交净买入17.25亿港元。北水净买入最多的个股是盈富基金(02800)、中国银行(03988)、理想汽车-W(02015)。北水净卖出最多的个股是中海油(00883)、腾讯(00700)、南方恒生科技(03033)。港股通(沪)活跃成交股港股通(深)活跃成交股盈富基金(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1117635.html\">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":"LU2097828474.EUR","symbol_name":"AZ EQUITY CHINA \"A\" (EUR) ACC 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day","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"02800":1,"03033":0.9,"00700":0.9,"03988":0.9,"03143":0.6},"content_text":"智通财经APP获悉，5月6日港股市场，北水成交净买入50.86亿港元，其中港股通(沪)成交净买入33.61亿港元，港股通(深)成交净买入17.25亿港元。北水净买入最多的个股是盈富基金(02800)、中国银行(03988)、理想汽车-W(02015)。北水净卖出最多的个股是中海油(00883)、腾讯(00700)、南方恒生科技(03033)。港股通(沪)活跃成交股港股通(深)活跃成交股盈富基金(02800)获净买入55.23亿港元。消息面上，国泰君安国际指出，国内方面，经济政策以稳为主，地产政策持续优化，港股市场盈利预期改善，外资上修国内经济前景，港股市场情绪修复。海外方面，美联储呵护金融和劳动力市场的意图明显，市场流动性进一步收紧的风险下降。华福证券则指出，开年以来优化跨境互联互通机制、促进两地资本市场协同发展的政策利好不断落地，进一步催化港股行情短期快速上行。此外，今年1月底以来南下资金流入港股市场明显提速。中国银行(03988)获净买入5.78亿港元。消息面上，国信证券指出，若后续LPR不再大幅下降，则对于大部分上市银行来说，2024年一季度的业绩可能是近几年的底部区域。后续随着宏观经济恢复向好，有望推动银行板块的估值修复。平安证券此前指出，无风险利率的持续下行使得银行基于高股息的类固收配置价值进一步凸显。理想汽车-W(02015)获净买入3.27亿港元。消息面上，据理想汽车官博消息，4月18日至5月5日首销期内，理想L6累计定单已超过41,000台。此外，2024年4月，公司交付新车25787台，同比增长0.4%。平安证券指出，L6上市交付以及降价后公司的销量弹性依然较大，同时考虑到目前公司的估值水平已有较大幅度回调，维持其“推荐”评级。商汤-W(00020)获净买入1亿港元。消息面上，国投证券指，生成式AI逐步从技术走向应用落地，推动商业化订单需求增长，公司基于技术能力、客户口碑有望获得一定市场份额，推动业绩增长。海通国际则表示，由于目前生成式人工智能商业化路线尚不明朗，该行认为该公司的价值被严重低估。中国神华(01088)获净买入5491万港元。消息面上，中信证券指出，中国神华今年首季度营业收入微增，扣非净利润虽然下降但相对有限。煤炭产品价格下跌但销量增长，成本有所上升。电力业务的稳健增长和运输业务的回暖，对冲煤炭业务的利润下降。该行指，神华业绩在煤价波动下稳定性更加突显，长期具备持续高分红的能力。科网股等遭抛售，南方恒生科技(03033)、腾讯(00700)分别遭净卖出3.04亿、5.66亿港元。消息面上，中泰证券指出，就短期角度而言，近两周以来以港股互联网为代表的恒生科技弹性更大。但对于本轮恒生科技为代表的港股互联网的上涨以及近期北上资金的大幅流入，我们仍建议以适当谨慎的心态对待。此外，中国移动(00941)、中海油(00883)分别遭净卖出3.01亿、7.88亿港元。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"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|北水成交净买入50.86亿 内资抢筹盈富基金(02800)超55亿 全天抛售科网股

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北水动向|北水成交净买入50.86亿内资抢筹盈富基金(02800)超55亿全天抛售科网股