深市港股通前十大成交活跃股中，成交额居首的是中芯国际，成交金额21.98亿港元；其次是阿里巴巴- W、腾讯控股，成交金额分别为20.46亿港元、14.61亿港元。以净买卖金额统计，有9只股为净买入，净 买入金额最多的是阿里巴巴-W，净买入5.62亿港元，该股收盘上涨0.76%。净卖出金额最多的是中国移 动，净卖出1.38亿港元，收盘股价下跌0.24%。（数据宝） （原标题：港股通（深）净买入39.49亿港元） 12月22日恒生指数上涨0.43%，报收25801.77点，全天南向资金通过港股通渠道合计净买入31.25亿港 元。 证券时报•数据宝统计，12月22日港股通全天合计成交金额为882.23亿港元，成交净买入31.25亿港元。 具体来看，沪市港股通成交金额545.26亿港元，成交净卖出8.24亿港元；深市港股通成交金额336.97亿 港元，成交净买入39.49亿港元。 成交活跃股方面，沪市港股通前十大成交活跃股中，阿里巴巴-W成交额为42.74亿港元，成交金额居 首；其次是中芯国际、小米集团-W，成交金额分别为34.72亿港元、26.23亿港元。以净买卖金额统计， 腾讯控股净买入额为4.27亿港元，净买入 ...

从连续性进行统计， 有3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小米集团-W、 腾讯控股、长飞光纤光缆，连续净买入天数分别为17天、5天、4天。以其间净买入金额统计，净买入金 额最多的是小米集团-W，合计净买入为155.58亿港元，其次是腾讯控股合计净买入为24.77亿港元，长 飞光纤光缆合计净买入为13.83亿港元。（数据宝） | 代码 | 简称 | 成交金额 | 成交净买入 | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | | | （万港元） | （万港元） | | | 00981 | 中芯国际 | 567036.22 | 73070.75 | 5.92 | | 01810 | 小米集团-W | 408375.47 | 68689.20 | -1.83 | | 00700 | 腾讯控股 | 380760.41 | 59705.52 | 0.08 | | 06869 | 长飞光纤光缆 | 325152.98 | 42524.06 | 11.21 | | 00883 | 中国海洋石油 | 192840.34 | 23239.71 | 2.06 | | ...

| | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | 0.8% | -10.81 | 42.74 Z | 中芯国际 | | 中芯国际 | 5.9% | 2.59 | 34.72亿 | 阿里巴巴-W | | 小米集团-W | -1.8% | 3.05 | 26.23 Z | 腾讯控股 | | 腾讯控股 | 0.1% | 4.27 | 23.47 Z | 小米集团-W | | 长飞光纤光缆 | 11.2% | 3.11 | 18.81 Z | 长飞光纤光缆 | | 中国海洋石油 | 2.1% | 0.65 | 12.19亿 | 中国移动 | | 中国移动 | -0.2% | -4.41 | 10.78 Z | 中国海洋石油 | | 华虹半导体 | 5.2% | -0.24 | 9.49 Z | 美团-W | | 泡泡玛特 | 4.6% | -0.25 | 9.48 Z | 华虹半导体 | | 工商银行 | 0.2% | 1.23 | 9.44 Z | 石药集团 | 12月22日，南下 ...

【导读】港股三大指数集体收涨，半导体股大爆发！事关黄金，香港财库局局长最新发声 中国基金报记者 伊万 12月22日，港股三大指数全日震荡，午后回暖，最终集体收涨。 截至收盘，恒生指数上涨0.43%，报25801.77点；恒生科技指数上涨0.87%，报5526.83 点；恒生中国企业指数上涨0.43%，报8939.68点。 盘面上，大型科技股多为小幅上涨，腾讯、阿里巴巴、京东等上涨不足1%；半导体芯片股大 爆发，龙头中芯国际盘中涨超8%；通讯板块集体上扬，汇聚科技创下历史新高；海南自由贸 易港全岛封关运作正式启动，免税概念股持续活跃，免税龙头中国中免大涨近16%；金银价 格刷新历史高价，黄金股、有色金属股活跃。 另一方面，奢侈品股走低，生物医药股集体弱势。此外，三只今日上市的新股——明基医 院、印象大红袍、华芢生物集体破发。 | 泡泡玛特 | 201.800 | 4.61% | | --- | --- | --- | | 9992.HK | | | | 阿里巴巴-W | 146.400 | 0.76% | | 9988.HK | | | | 中古国际 | 68.900 | 5.92% | | 0981.HK | ...

12月22日港股市场，北水成交净买入31.25亿港元，其中港股通(沪)成交净卖出8.24亿港元，港股通(深)成交净买入39.49亿港 元。 12月22日港股市场，北水成交净买入31.25亿港元，其中港股通(沪)成交净卖出8.24亿港元，港股通(深)成交净买入39.49亿港 元。 北水净买入最多的个股是中芯国际(00981)、小米集团-W(01810)、腾讯(00700)。北水净卖出最多的个股是中国移动(00941)、 阿里巴巴-W(09988)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 15.96 乙 | 26.78亿 | 42.74亿 | | HK 09988 | | | -10.81 Z | | 中芯国际 | 18.65 乙 | 16.07 亿 | 34.72 乙 | | HK 00981 | | | +2.59亿 | | 小米集团-W HK 01810 | 14.64 Z | 11.59 亿 | 26.23亿 | | | | | +3.05亿 | | 腾讯控股 | 13.87 乙 | 9 ...

智通财经APP获悉，2025年12月22日当天，阿里巴巴-W(09988)、中芯国际(00981)、小米集团-W(01810) 位居沪港通（南向）成交额前3位，成交额分别为42.74 亿元、34.72 亿元、26.23 亿元；中芯国际 (00981)、阿里巴巴-W(09988)、腾讯控股(00700) 位居深港通（南向）成交额前3位，成交额分别为21.98 亿元、20.46 亿元、14.61 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 中芯国际(00981) | 21.98 亿元 | +4.72 亿元 | | 阿里巴巴-W(09988) | 20.46 亿元 | +5.62 亿元 | | 腾讯控股(00700) | 14.61 亿元 | +1.70 亿元 | | 小米集团-W(01810) | 14.60 亿元 | +3.82 亿元 | | 长飞光纤光缆(06869) | 13.70 亿元 | +1.14 亿元 | | 中国移动(00941) | 8.05 亿元 | -1.38 亿元 | | 中国海洋石油(00883) | 7.10 亿元 | +1.67 ...

Investment Rating - The report maintains a "Recommendation" rating for the semiconductor and semiconductor production equipment industry [5] Core Insights - The overseas AI chip index increased by 0.6% this week, with Nvidia and AMD rising by 3.4% and 1.3% respectively, while Broadcom fell by 5.1% [1] - The domestic AI chip index decreased by 4.0%, with only Zhaoyi Innovation showing a slight increase of 0.2% [1] - The global AI glasses market is expected to grow from 5 million units in 2025 to 57.7 million units by 2030, with a CAGR of 63% [2][22] - The supply tightness in the DRAM market is expected to continue until after 2026, with Micron indicating it can only meet 50%-67% of demand from key customers in the medium term [3][33] Market Indices Summary - The overseas AI chip index saw a 0.6% increase this week after a previous decline of 4.4% [10] - The domestic A-share chip index fell by 4.0%, with significant declines in several companies, including a 14.5% drop for Aojie Technology [10][11] - The server ODM index decreased by 3.1%, with all component stocks showing a downward trend [11] - The storage chip index dropped by 4.9%, with Demingli, Beijing Junzheng, and Jiangbolong experiencing declines of over 8% [11] - The power semiconductor index fell by 1.2%, indicating a lack of a clear growth cycle [11] Major Events Summary - Apple is evaluating the use of Intel's EMIB advanced packaging solution for its AI server chips due to tight capacity at TSMC [3][29] - The U.S. government has initiated a review process that may allow NVIDIA's H200 to be exported to China [3][30] - TI's new 12-inch wafer fab in Sherman has officially started production and is beginning to deliver chips to customers [3][30] - Micron's Q1 2026 revenue reached $13.64 billion, a 57% year-over-year increase, indicating strong industry demand [3][33]

北水净买入最多的个股是中芯国际(00981)、小米集团-W(01810)、腾讯(00700)。北水净卖出最多的个股 是中国移动(00941)、阿里巴巴-W(09988)。 港股通(沪)活跃成交股 港股通(深)活跃成交股 （原标题：北水动向|北水成交净买入31.25亿 内资全天加仓中芯国际(00981)超7亿港元） 智通财经APP获悉，12月22日港股市场，北水成交净买入31.25亿港元，其中港股通(沪)成交净卖出8.24 亿港元，港股通(深)成交净买入39.49亿港元。 北水加仓芯片股。中芯国际(00981)、华虹半导体(01347)分别获净买入7.3亿、200万港元。消息面上， 安捷利美维电子有限责任公司的工商变更引发关注——原股东安捷利电子实业有限公司正式退出，同时 国家大基金三期旗下国投集新股权投资基金、国新发展投资管理有限公司，以及广州产业投资控股集团 有限公司等新股东加入。这标志着国家大基金三期落子IC载板领域。 工商银行(01398)获净买入1.22亿港元。消息面上，中信证券预计，2026年银行业净息差降幅收窄至4bps 左右，为2022年以来首次年度息差降幅在低个位数水平。受益于此，上市银行全年 ...

Market Performance - A-shares showed strong performance with the Shanghai Composite Index surpassing 3900 points, closing at 3917.36, up 0.69% [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.23%, indicating a robust market sentiment [1][2] - Total trading volume in the Shanghai and Shenzhen markets reached 18.825 billion yuan, an increase of 1.336 billion yuan from the previous day [1] Semiconductor Sector - The semiconductor sector experienced significant gains, with stocks like Kema Technology and Lianang Microelectronics hitting the daily limit, while SMIC and Haiguang Information rose over 5% [4][5] - Kema Technology's stock price reached a historical high of 466.66 yuan per share, marking a tenfold increase from its low of 46.56 yuan in April [2] - Analysts predict that the global semiconductor wafer fabrication equipment market will maintain high single-digit percentage growth in 2025 and 2026, driven by rising demand and price increases in the storage sector [6] Hainan Free Trade Zone - The Hainan Free Trade Zone concept surged, with over 20 stocks hitting the daily limit, including Shennong Agriculture and Kangzhi Pharmaceutical [6][7] - The official launch of the Hainan Free Trade Port on December 18 led to a significant increase in duty-free sales, with sales reaching 118 million yuan on the first day, a year-on-year increase of 85% [8] - The policy changes are expected to reduce import tax burdens for related enterprises by approximately 20%, enhancing market activity and consumer attraction in tourism and retail sectors [8] AI Industry - The CPO concept and AI-related stocks saw active trading, with stocks like Kaige Precision and Changxin Bochuang achieving new highs [9] - The demand for high-bandwidth network hardware is increasing due to rapid upgrades in GPU and ASIC technologies, with expectations for continued growth in 800G optical module demand through 2026 [9]

12月22日，港股三大指数集体收涨，市场情绪表现平稳，大市或呈现持续反弹行情。恒生科技指数早盘一度涨超1.3%，最终收涨0.87%，恒生指数、国企指 数均上涨0.43%。 | 名称 | | 最新价 | 涨跌额 涨跌幅 | | --- | --- | --- | --- | | 恒生科技指数 | | 5526.83 | +47.79 +0.87% | | 800700 | wrigh | | | | 恒生指数 | want | 25801.77 | +111.24 +0.43% | | 800000 | | | | | 国企指数 200100 | What | 8939.68 | +38.45 +0.43% | 盘面上，大型科技股普遍上涨但波动相对较小，半导体芯片股、光通讯板块上涨明显，龙头中芯国际盘中涨超8%；免税概念股持续活跃，免税龙头中国中 免大涨近16%领跑；黄金白银股全天活跃，铜等有色金属股跟涨。 奢侈品股走低，生物医药股集体弱势。此外，三只新股上市均破发：明基医院暴跌超49%，印象大红袍暴跌超35%，华芢生物大跌超29%。 | | | 具体来看： 大型科技股普遍微涨，快手、京东、阿里巴巴、腾讯涨幅在 ...