资金动向 | 北水净买入港股40.93亿港元,加仓友邦保险、中际旭创

格隆汇
Sep 02

9月2日,南下资金净买入港股40.93亿港元。

其中,净买入友邦保险9.65亿、中际旭创4.51亿、腾讯3.36亿、MINIMAX 3.35亿、智谱3.17亿、长飞光纤光缆2.87亿;

净卖出阿里巴巴7.64亿、华虹宏力4.04亿、中芯国际2.62亿、中国黄金国际2.55亿、紫金矿业1.56亿、建滔积层板1.55亿。

据统计,南下资金已连续6日净买入长飞光纤光缆,共计21.1147亿港元;连续3日净买入腾讯,共计18.731亿港元;连续3日净卖出华虹宏力,共计9.7049亿港元。

 

北水关注个股

友邦保险:富瑞发布研报称,友邦上半年新业务价值按年增长超出市场预测0.4%,税后经营溢利超出预期4.1%。该行将公司2026财年的每股盈测上调3.5%,新业务价值预测亦上调0.7%。

中际旭创:中际旭创公告,2026年9月1日,公司首次回购37.41万股,占总股本的0.0318%,成交价区间为838.16元/股至870元/股,支付总金额3.18亿元(不含交易费用)。

腾讯:腾讯WorkBuddy宣布开放平台正式上线,首批引入超百家生态伙伴,面向智能硬件、行业应用与开发者等开放底层Agent能力。

中国黄金国际:受美债飙升与美元升值的打压,周三,黄金价格下跌,为连续第四日下跌。德意志银行最新研究显示,驱动本轮黄金涨势的系统性交易资金买盘已接近尾声,而市场卖压亦濒临耗尽,这一组合意味着,即便美联储释放鹰派信号,贵金属价格也可能出人意料地保持强势,下一轮上涨的接力棒或将传至主动型裁量交易者手中。

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