资金动向 | 北水三日连买建滔积层板,MINIMAX获近27亿加仓

格隆汇
Aug 06

8月6日,南下资金净卖出港股14.61亿港元。其中:

净买入MINIMAX 26.97亿、建滔积层板7.53亿、长飞光纤光缆5.93亿;净卖出腾讯22亿、阿里巴巴16.27亿、中芯国际10.76亿、小米集团3.21亿、泡泡玛特1.92亿、华虹宏力1.85亿。

据统计,南下资金已连续3日净买入建滔积层板,共计21.456亿港元;连续3日净买入长飞光纤光缆,共计13.1876亿港元;连续3日净卖出腾讯,共计37.6716亿港元。

北水关注个股

MINIMAX:深交所公告,港股通标的证券名单调入MINIMAX-W、立讯精密、三环集团,自2026年08月06日起生效。MiniMax-W正式纳入港股通,标志着这家国产大模型龙头在上市满"6个月+20个交易日"后,终于向内地资金敞开大门。

建滔积层板:花旗发表研报指出,建滔积层板当前估值吸引,仅相当于预测明年市盈率约7倍,明年股息率料逾7%,维持“买入”评级及目标价130港元不变,对应2027年预测市盈率约28至29倍。展望未来,花旗预期建滔积层板第三季及第四季纯利有望续升至25亿至35亿港元,受惠于铜面层压板、电子玻璃布及铜箔在AI供应链持续短缺下销售均价持续向上。

长飞光纤光缆:英伟达资深副总裁Gilad Shainer宣告,共同封装光学(CPO)步入量产,同时点名未来光通讯市场最大商机在于垂直扩充(Scale-up),所需频宽效能将会是水平扩充(Scale-out)的十倍,替光通讯市场注入一股强心针。

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