| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 26.27 亿元 | +2.31 亿元 | | 腾讯控股(00700) | 19.55 亿元 | -5742.94 万元 | | 小米集团-W(01810) | 16.39 亿元 | -3.23 亿元 | | 中芯国际(00981) | 14.24 亿元 | -5952.13 万元 | | 华虹半导体(01347) | 10.36 亿元 | -1125.50 万元 | | 长飞光纤光缆(06869) | 9.04 亿元 | +2.14 亿元 | | 美团-W(03690) | 6.99 亿元 | +1.18 亿元 | | 泡泡玛特(09992) | 6.97 亿元 | +8081.32 万元 | | 优必选(09880) | 6.77 亿元 | -1.62 亿元 | | 中国移动(00941) | 6.26 亿元 | -3.57 亿元 | | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 52.83 亿元 | +338 ...

智通财经APP获悉，1月19日港股市场，北水成交净买入22.92亿港元，其中港股通(沪)成交净买入30.42亿港元，港股通 (深)成交净卖出7.5亿港元。 北水净买入最多的个股是中芯国际(00981)、华虹半导体(01347)、腾讯(00700)。北水净卖出最多的个股是中国移动 (00941)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 26.58亿 | 26.24亿 | 52.83亿 | | HK 09988 | | | +3385.29万 | | 腾讯控股 | 12.61亿 | 9.30亿 | 21.92亿 | | HK 00700 | | | +3.31 乙 | | 小米集团-W | 12.92 乙 | 8.03亿 | 20.95亿 | | HK 01810 | | | +4.90亿 | | 中芯国际 | 11.81亿 | 6.60 Z | 18.411乙 | | HK 00981 | | | +5.21 乙 | | 中国移动 | 6.57亿 | 9.00亿 | 15.58亿 | | HK ...

南向资金今日净买入22.92亿港元，中芯国际、华虹半导体、腾讯控股净买入额位列前三，分别获净买 入4.62亿港元、3.93亿港元、2.73亿港元。净卖出方面，中国移动、优必选、美团-W分别遭净卖出6.00 亿港元、5.17亿港元、2.87亿港元。 ...

1月19日上午，A股三大指数走势分化，上证指数盘中上涨0.11%，电力设备、公用事业、汽车等板块涨 幅靠前，综合、计算机跌幅居前。芯片科技股走强，截至9点42分，芯片ETF（159995.SZ）上涨 0.15%，其成分股海光信息上涨3.83%，芯原股份上涨2.53%，兆易创新上涨2.33%，晶盛机电上涨 2.33%，盛美上海上涨1.81%。 （文章来源：每日经济新闻） 1月15日，台积电召开2025Q4交流会，对2026年的资本开支指引为520-560亿美元（2025年409亿，显著 上修至多36.9%），其中先进封装、测试及掩膜版制造等的投入比例占10-20%。在2024Q4的法说会，台 积电首次将"先进封装、测试及掩膜版制造等"对应资本开支上修至10-20%，此前曾维持在约10%。 开源证券表示，随台积电进一步上调资本开支，有望提振先进制程扩产预期；高端先进封装作为AI芯 片必选项，有望随制造端产能释放同步爬坡放量，相关需求或将显著提振。 资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、设 计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、 ...

智通财经APP获悉，根据2026年1月16日披露数据，中国电信（00728）、绿色动力环保（01330）、凯 盛新能（01108）位居港股通持股比例前3位，分别为71.06%、69.52%、67.54%。此外，腾讯控股 （00700）、快手-W（01024）、阿里巴巴－W（09988）在最近有统计数据的5个交易日内，持股额增 幅最大，分别为+46.95亿元、+27.09亿元、+24.49亿元;中国移动（00941）、中芯国际（00981）、美 团-W（03690）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-24.84亿元、-11.19亿 元、-9.48亿元。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 98.62亿股 | 71.06% | | 绿色动力环保(01330) | 2.81亿股 | 69.52% | | 凯盛新能(01108) | 1.69亿股 | 67.54% | | 天津创业环保股份(01065) | 2.30亿股 | 6 ...

Group 1 - The China Securities Regulatory Commission (CSRC) emphasized maintaining market stability and enhancing monitoring and regulation to prevent excessive speculation and market manipulation [3] - Canada and China reached a consensus on deepening economic and trade cooperation, signing the "China-Canada Economic and Trade Cooperation Roadmap," which includes an annual quota of 49,000 electric vehicles from China with a 6.1% most-favored-nation tariff [3] Group 2 - The State Council of China is focusing on boosting consumption and has outlined measures to clear overdue payments to businesses and ensure wage payments to migrant workers [4] - The Ministry of Commerce announced stronger support for green and smart product consumption through a recycling program for consumer goods [4] Group 3 - The State-owned Assets Supervision and Administration Commission (SASAC) is working on optimizing the layout and structure of state-owned enterprises, focusing on enhancing core business strengths [5] - The Market Supervision Administration has introduced new guidelines for recognizing illegal gains in market regulation, effective from March 20 [5] Group 4 - The A-share market experienced fluctuations, with the Shanghai Composite Index closing at 4,101.91 points, down 0.26%, while the Shenzhen Component Index and the ChiNext Index also saw slight declines [6] - The Hong Kong stock market showed mixed results, with the Hang Seng Index closing down 0.29% but showing a weekly gain of 2.34% [7] Group 5 - The Ministry of Housing and Urban-Rural Development highlighted significant investment opportunities in urban renewal projects during the 14th Five-Year Plan period [11] - The Ministry of Finance extended tax incentives for public rental housing, exempting certain taxes to promote construction [11] Group 6 - The China Automotive Power Battery Industry Innovation Alliance reported a 60.1% year-on-year increase in the cumulative production of power and energy storage batteries in 2025 [12] - The China Securities Association announced new rules allowing certain individual investors to redeem public pension fund shares early under specific conditions [12] Group 7 - The U.S. Federal Reserve officials indicated that current monetary policy remains moderately restrictive, with potential adjustments depending on labor market conditions [15][16] - The U.S. Senate approved funding for federal research institutions, rejecting previous budget cuts proposed by the Trump administration [16] Group 8 - The Chinese bond market showed signs of warming, with yields generally declining and the central bank conducting a net injection of liquidity [20] - Barclays analysts forecast a total issuance of U.S. corporate bonds to reach $2.46 trillion in 2026, marking an 11.8% increase year-on-year [20]

从连续性进行统计， 有2只股获南向资金连续3天以上净买入，连续净买入天数较多的有腾讯控股、阿 里巴巴-W，连续净买入天数分别为8天、5天。以其间净买入金额统计，净买入金额最多的是腾讯控 股，合计净买入为96.85亿港元，其次是阿里巴巴-W合计净买入为44.24亿港元。（数据宝） 1月16日南向资金成交活跃股 | 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 00981 | 中芯国际 | 570236.85 | 108401.22 | 2.39 | | 01810 | 小米集团-W | 470068.85 | 86704.08 | -2.01 | | 01347 | 华虹半导体 | 269679.07 | 58509.58 | 7.39 | | 09992 | 泡泡玛特 | 342964.15 | 14181.56 | -5.60 | | 02050 | 三花智控 | 94099.67 | 12986.42 | 2.67 | | 09988 | 阿里巴巴-W | 695230.42 | 3959.6 ...

A股三大指数今日（1月16日）集体小幅回调，沪指险守4100点关口。截至收盘，沪指跌0.26%，报4101.91点；深证成指跌0.18%，创业板指跌0.20%。沪深 京三市成交额达到30568亿元，较昨日放量1180亿元。 盘面上，电子板块逆市领涨，荟聚电子板块核心龙头的电子ETF（515260）全天红盘活跃，场内价格最终收涨2.7%，重仓电子、计算机等行业的智能制造 ETF（516800）场内收涨2.42%；新能源、新材料板块部分个股表现亮眼，新材料ETF（516360）、智能电动车ETF（516380）场内价格双双收涨超1%。 一、台积电业绩远超预期！半导体逆市狂飙，电子ETF（515260）翘尾收涨2.7%，尾盘溢价飙升！兆易创新等4股涨停 电子板块逆市领涨A股所有行业，荟聚电子板块核心龙头的电子ETF（515260）全天红盘活跃，场内价格最终收涨2.7%，斩获日线3连阳！尾盘溢价飙升， 收盘溢价率高达0.93%，显示买盘资金更为强势！ 下跌方面，AI医疗概念继续"降温"，全市场规模最大医疗ETF（512170）下挫2.6%；AI应用概念股全线回调，双线布局"算力+AI应用"的创业板人工智能 ETF（1 ...

Group 1 - On January 16, 2026, Alibaba-W (09988), Tencent Holdings (00700), and SMIC (00981) were the top three companies by trading volume in the Southbound Stock Connect, with transaction amounts of 40.30 billion, 34.43 billion, and 33.48 billion respectively [1] - In the Southbound Stock Connect for the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), SMIC (00981), and Tencent Holdings (00700) also ranked as the top three, with transaction amounts of 29.23 billion, 23.54 billion, and 22.23 billion respectively [1] Group 2 - The top active companies in the Southbound Stock Connect included Alibaba-W (09988) with a net buying amount of +56.02 million, Tencent Holdings (00700) with +57.91 million, and SMIC (00981) with +510 million [2] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988) had a net selling amount of -16.43 million, while SMIC (00981) recorded a net buying amount of +574 million [2]

南向资金净买入0.94亿港元，中芯国际、小米集团-W、华虹半导体净买入额位列前三，分别获净买入 10.84亿港元、8.67亿港元、5.85亿港元。净卖出方面，中国移动、阿里健康、中国海洋石油分别遭净卖 出10.74亿港元、4.62亿港元、1.08亿港元。 ...