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图解丨北水加仓小米超10亿港元,连续4日卖出中国移动
Ge Long Hui· 2026-01-08 11:47
Group 1: Investment Trends - Net purchases included Xiaomi Group at 1.072 billion, Tencent Holdings at 863 million, SMIC at 563 million, Alibaba at 350 million, and Goldwind Technology at 130 million [1] - Net sales included the Tracker Fund at 6.284 billion, Hang Seng China Enterprises at 2.878 billion, Southern Hang Seng Technology at 1.288 billion, China Mobile at 732 million, and Hua Hong Semiconductor at 413 million [1] - Southbound funds have recorded six consecutive days of net purchases for Xiaomi, totaling 4.6844 billion HKD, and five consecutive days for Alibaba, totaling 2.46627 billion HKD [1] Group 2: Stock Performance - Alibaba-W saw a decline of 2.3% with a net purchase of 311 million and a transaction volume of 5.722 billion [4] - Tencent Holdings experienced a drop of 1.4% with a net purchase of 585 million and a transaction volume of 2.263 billion [4] - Goldwind Technology increased by 2.7% with a net purchase of 130 million and a transaction volume of 1.797 billion [4] Group 3: Company Insights - Tencent Holdings is viewed positively for its monetization capabilities among moderate to heavy users, despite short-term competition concerns in the music sector [5] - SMIC's acquisition of 49% of the shares in SMIC North is expected to positively impact both short-term and long-term shareholder value, with a projected increase in net profit of over 120 million USD by 2026 [5] - Alibaba's recent communication indicates significant progress in its Taobao Flash Sale initiative, with a clear strategy for market share growth and increased investment [5] Group 4: Analyst Ratings - Daiwa has upgraded Goldwind Technology's rating to "Outperform" with a target price raised to 17 HKD [6]
智通港股通活跃成交|1月8日
智通财经网· 2026-01-08 11:03
Core Insights - On January 8, 2026, Alibaba-W (09988), the Tracker Fund of Hong Kong (02800), and SMIC (00981) were the top three stocks by trading volume in the Southbound Stock Connect, with trading amounts of 57.22 billion, 48.64 billion, and 33.52 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Tencent Holdings (00700), and SMIC (00981) also ranked as the top three stocks, with trading amounts of 37.64 billion, 23.27 billion, and 22.18 billion respectively [1] Southbound Stock Connect Trading Activity - **Top Active Companies in Southbound Stock Connect**: - Alibaba-W (09988): Trading amount of 57.22 billion, net inflow of +3.11 billion [2] - Tracker Fund of Hong Kong (02800): Trading amount of 48.64 billion, net outflow of -46.31 billion [2] - SMIC (00981): Trading amount of 33.52 billion, net inflow of +3.40 billion [2] - Xiaomi Group-W (01810): Trading amount of 23.97 billion, net inflow of +5.78 billion [2] - Tencent Holdings (00700): Trading amount of 22.63 billion, net inflow of +5.85 billion [2] Shenzhen-Hong Kong Stock Connect Trading Activity - **Top Active Companies in Shenzhen-Hong Kong Stock Connect**: - Alibaba-W (09988): Trading amount of 37.64 billion, net inflow of +398.60 million [2] - Tencent Holdings (00700): Trading amount of 23.27 billion, net inflow of +2.79 billion [2] - SMIC (00981): Trading amount of 22.18 billion, net inflow of +2.24 billion [2] - Meituan-W (03690): Trading amount of 19.69 billion, net outflow of -3.20 billion [2] - Xiaomi Group-W (01810): Trading amount of 17.10 billion, net inflow of +4.94 billion [2]
上海移动发布声明称安装人员从未诱导客户办理业务 已报案并获受理
Xi Niu Cai Jing· 2026-01-08 10:50
Group 1 - The core statement from Shanghai Mobile denies any allegations of forcing broadband installation and maintenance personnel to coerce customers into reporting issues for business purposes, asserting that such claims are false and have been reported to law enforcement [2] - The company has stated that it will pursue legal action against those spreading rumors and malicious information [2] - Recent videos on social media show individuals accusing Shanghai Mobile of pressuring employees to disconnect users' networks to drive sales of value-added services, with threats of termination or fines for non-compliance [4] Group 2 - The accusations include claims that customers with a monthly expenditure of around 50 yuan are categorized as "low-end users," suggesting a discriminatory practice within the company's customer segmentation [4]
要求工作人员“上门断网”?上海移动:与事实严重不符,已报案
新华网财经· 2026-01-08 10:22
据澎湃新闻,近日,有媒体发视频爆料称,2026年1月7日,上海移动被穿有蓝色工作服的"员工"实名举报,称为创收逼迫员工上门断网。 1月8日16时许,"上海移动"官方微博回应称,近日,网上出现关于上海移动要求家宽装维人员"上门断网"的言论,公司高度重视,现将相 上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务,相关言论与事实严重不符。我们已正式向公安机关报案 并获受理,将保留进一步依法追究造谣者及恶意传播者法律责任的权利。感谢广大客户及社会公众对我们的关注与监督。 来源:第一财经 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 关查证情况声明如下: 微博截图 豆包否认AI眼镜将出货 雷军回应"丢轮保车" ...
北水动向|北水成交净卖出49.01亿 北水再度抛售港股ETF 全天净卖出盈富基金(02800)近63亿港元
智通财经网· 2026-01-08 10:01
Group 1 - The Hong Kong stock market experienced a net sell-off of 49.01 billion HKD from northbound capital on January 8, with the Shanghai-Hong Kong Stock Connect contributing a net sell of 39.68 billion HKD and the Shenzhen-Hong Kong Stock Connect a net sell of 9.33 billion HKD [1] - The stocks with the highest net buy from northbound capital included Xiaomi Group-W (01810), Tencent (00700), and SMIC (00981) [1] - The stocks with the highest net sell included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Southern Hang Seng Technology (03033) [1] Group 2 - Alibaba-W (09988) saw a net buy of 3.5 billion HKD, while China Mobile (00941) faced a net sell of 7.32 billion HKD [7] - Xiaomi Group-W (01810) received a net buy of 10.71 billion HKD, driven by expected revenue growth from its electric vehicle business and steady growth in its IoT segment [4] - Tencent (00700) had a net buy of 8.63 billion HKD, with optimistic outlooks from analysts regarding its role in the AI technology sector [5] Group 3 - The Tracker Fund of Hong Kong (02800) experienced a significant net sell of 46.31 billion HKD, indicating a strong outflow of capital [2] - SMIC (00981) had a net buy of 5.63 billion HKD, while Hua Hong Semiconductor (01347) faced a net sell of 4.13 billion HKD, reflecting a divergence in the semiconductor sector [5] - Goldwind Technology (02208) received a net buy of 1.3 billion HKD, with potential positive catalysts from its stake in Blue Arrow Aerospace [5]
要求家宽装维人员“上门断网”?上海移动回应
Bei Ke Cai Jing· 2026-01-08 09:57
编辑 陈莉 校对 卢茜 新京报贝壳财经讯(记者韦英姿)1月8日,针对"上海移动要求家宽装维人员'上门断网'"的言论,上海 移动官方微博回应称,上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业 务,相关言论与事实严重不符。"我们已正式向公安机关报案并获受理,将保留进一步依法追究造谣者 及恶意传播者法律责任的权利。" ...
上海移动:已报案
Xin Jing Bao· 2026-01-08 09:23
据@上海移动1月8日消息: 近日,网上出现关于上海移动要求家宽装维人员"上门断网"的言论,公司高度重视,现将相关查证情况 声明如下: 上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务,相关言论与事实严重 不符。我们已正式向公安机关报案并获受理,将保留进一步依法追究造谣者及恶意传播者法律责任的权 利。 感谢广大客户及社会公众对我们的关注与监督。 ...
为创收逼迫员工上门断网?上海移动回应:与事实严重不符 已报案
Di Yi Cai Jing· 2026-01-08 09:05
"上海移动"官方微博发布声明:近日,网上出现关于上海移动要求家宽装维人员"上门断网"的言论,公 司高度重视。 上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务,相关言论与事实严重 不符。我们已正式向公安机关报案并获受理,将保留进一步依法追究造谣者及恶意传播者法律责任的权 利。感谢广大客户及社会公众对我们的关注与监督。 (文章来源:第一财经) ...
要求工作人员“上门断网”?上海移动:与事实严重不符,已报案
第一财经· 2026-01-08 09:00
2026.01. 08 本文字数:491,阅读时长大约1分钟 据澎湃新闻,近日,有媒体发视频爆料称,2026年1月7日,上海移动被穿有蓝色工作服的"员工"实名举报,称为创收逼迫员工上门断网。 1月8日16时许,"上海移动"官方微博回应称,近日,网上出现关于上海移动要求家宽装维人员"上门断网"的言论,公司高度重视,现将相关查证情况 声明如下: 上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务,相关言论与事实严重不符。我们已正式向公安机关报案并获受理,将 保留进一步依法追究造谣者及恶意传播者法律责任的权利。感谢广大客户及社会公众对我们的关注与监督。 微博截图 微信编辑 | 雨林 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索,欢迎提供。 专用邮箱:bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) 推荐阅读 "i茅台"连续4天秒空,批发价却再度跌破1499元,发生了什么? l KWEICHOW W 4 op al (2) Go ...
上海移动为创收逼迫员工上门断网?官方回应:与事实严重不符,已向公安机关报案并获受理
Xin Lang Cai Jing· 2026-01-08 08:49
新浪科技讯 1月8日下午消息,针对网传"上海移动为创收逼迫员工上门断网"一事,上海移动在官微发 布声明称,上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务,相关言论 与事实严重不符。我们已正式向公安机关报案并获受理,将保留进一步依法追究造谣者及恶意传播者法 律责任的权利。 此前有媒体报道称,上海移动疑似被员工实名举报,称为创收逼迫员工上门断用户网络,如果宽带师傅 不配合,就开除或考核罚款威胁。 责任编辑:何俊熹 新浪科技讯 1月8日下午消息,针对网传"上海移动为创收逼迫员工上门断网"一事,上海移动在官微发 布声明称,上海移动从未以任何形式要求家宽装维人员以强迫客户报修的方式诱导办理业务,相关言论 与事实严重不符。我们已正式向公安机关报案并获受理,将保留进一步依法追究造谣者及恶意传播者法 律责任的权利。 此前有媒体报道称,上海移动疑似被员工实名举报,称为创收逼迫员工上门断用户网络,如果宽带师傅 不配合,就开除或考核罚款威胁。 责任编辑:何俊熹 ...