资金动向 | 北水减仓港股超21.1亿港元,连续5日卖出阿里

格隆汇
Jun 15

 南下资金今日净买入港股21.1亿港元。

其中:净买入智谱22.94亿、建滔积层板10.21亿、建滔集团5.34亿、泡泡玛特4.07亿、中芯国际3.35亿;净卖出阿里巴巴8.53亿、中国海洋石油6.51亿、腾讯控股4.87亿、长飞光纤光缆4.71亿、华虹宏力2.55亿。

据统计,南下资金已连续6日净买入建滔积层板,共计40.7908亿港元;连续3日净买入中芯国际,共计5.6306亿港元;连续5日净卖出阿里巴巴,共计67.472亿港元。


北水关注个股


智谱:公司推出最新一代旗舰模型GLM-5.2,模型提供达到1M的长上下文,并在长程任务中继续保持领先,将遵循MIT协议开源。预计该模型将助益本公司后续开放平台及API业务的调用量提升。

建滔积层板:花旗表示,对建滔积层板今年上半年业绩预测更为乐观,得益于电子级玻璃纤维布在上半年的强劲价格通胀,将该公司上半年盈利预测上调7%,预计上半年营业额同比升80%至173亿港元,净利润同比增2.97倍至37.1亿港元。

腾讯控股:于6月15日回购110万股股份,耗资5.007亿港元。

长飞光纤光缆:国金证券出,AI驱动下,光纤涨价趋势有望成为长期趋势,关注光纤光缆标的的投资机会。

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