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資金動向 | 北水加倉阿里超34億港元,連續8日拋售小米

9月2日,南下資金淨買入港股92.81億港元。

其中:淨買入阿里巴巴-W 34.43億(昨日淨買入億港元49.21億)、盈富基金25.24億、騰訊控股4.92億、長飛光纖光纜3.57億、地平線機器人-W 2.89億、康方生物1.92億;淨賣出中芯國際10.37億、華虹半導體10.15億、小米集團-W 4.1億、中興通訊1.9億。

據統計,南下資金已連續8日淨買入阿里巴巴,共計143.3952億港元;連續3日淨買入騰訊,共計33.1065億港元;連續8日淨賣出小米,共計54.0657億港元。

北水關注個股

阿里巴巴-W:瑞穗證券將阿里巴巴目標價從149美元上調至159美元。

長飛光纖光纜:上半年營業收入63.85億人民幣,同比增加19.4%;純利2.96億元,下滑21.7%,每股收益39分。公司稱,目前,空芯光纖相關業務尚未對公司財務數據產生明顯影響。

康方生物:里昂發佈研報稱,將康方生物目標價從112.6港元升至177港元,維持跑贏大市評級。

中芯國際:上半年中芯國際實現營收323.48億元人民幣,同比增長23.1%;實現歸母淨利潤23億元,同比增長39.8%;息稅折舊及攤銷前利潤174.18億元,同比增長26.5%。

小米集團-W:8月小米汽車交付量持續超過30000臺。8月新增18間門店,全國105城已有370間門店;9月計劃新增32間門店,預計覆蓋唐山、泰州等14座城市。截止8月底,全國已有189間服務網點,覆蓋112個城市。

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