资金动向 | 北水净买入港股33.95亿港元,连续7日加仓长飞光纤光缆

格隆汇
Sep 03

93日,南下资金净买入港股33.95亿港元。

其中,净买入南方恒生科技5.28亿、长飞光纤光缆4.63亿、MINIMAX 4.1亿、小米集团3.74亿、药明生物3.46亿、中际旭创3.19亿、腾讯2.88亿、智谱2.39亿;

净卖出阿里巴巴7.6亿、建滔集团1.83亿、中芯国际1.48亿、建滔积层板1.09亿。

据统计,南下资金已连续7日净买入长飞光纤光缆,共计25.7516亿港元;连续4日净买入腾讯,共计21.615亿港元;连续3日净买入MINIMAX,共计15.0861亿港元;连续3日净买入中际旭创,共计10.4028亿港元。

 

北水关注个股

长飞光纤光缆国联民生证券指出,随着北美CSP对AI数据中心的持续投入,叠加GPU集群规模扩张、单卡互联带宽提升以及800G向1.6T加速升级,光模块、光芯片及高速光连接需求有望延续高增长。

小米集团小米集团董事长雷军称,9月7日晚7点,小米秋季旗舰新品发布会,小米澎程N70Pro/N70Max/N90Max正式上市。同场发布的,还有两款旗舰新品:小米18Fold全新折叠屏旗舰手机和小米平板9ProMax,首发玄戒O3AI旗舰处理器。

药明生物:中金发布研报称,基于营运效率改善,上调药明生物2026及2027年经调整纯利预测8%及9.4%,至各66.65亿及79亿元人民币,维持"跑赢行业"评级。

中际旭创:中际旭创公布,2026年9月3日耗资约1.9亿元回购23.31万股A股股份。

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