港股通成交数据披露（沪深合计） 恒生指数今日涨1.35%，报27126.95点，大市成交2543.73亿港元。 披露的南向资金成交股中，腾讯控股、中国人寿、长飞光纤光缆分别获净买入10.24亿港元、5.11亿港 元、3.55亿港元；中国移动、紫金矿业、中芯国际分别遭净卖出11.47亿港元、8.43亿港元、5.53亿港 元。 本文源自：市场资讯 作者：智投君 证券简称成交金额净买入额收盘价涨跌幅腾讯控股 0070056.62亿港元10.24亿港元607.00港元12.50%中国人寿 0262817.21亿港元5.11亿港元34.10港元59.70%长飞光纤光缆 0686923.09亿港元3.55亿港元65.15港元37.40%中国海洋石油 008839.47亿港元3.12亿港元23.52港元7.70%钧达股份 0286513.71亿港元0.38亿港元35.26港元-32.40%小米集团－Ｗ 0181015.00亿港元-0.96亿港元35.56港元9.70%紫金黄金国际 0225910.85亿港元-1.33亿港元233.00港元115.90%招金矿业 018187.94亿港元-1.45亿港元38.42港元-22. ...

智通财经APP获悉，1月27日港股市场，北水成交净卖出6.35亿港元，其中港股通(沪)成交净卖出13.74亿港元，港股通(深)成交净买入7.39亿港元。 北水净买入最多的个股是腾讯(00700)、中国人寿(02628)、长飞光纤光缆(06869)。北水净卖出最多的个股是中国移动(00941)、紫金矿业(02899)、盈富基金 (02800)。 | 十大成交活躍證券 | | | | | | --- | --- | --- | --- | --- | | 排名 | 股票代碼 | 名稱 | 買入金額 (HKD) | 賣出金額 (HKD) | | 1 | 09988 | 阿里巴巴 - W | 2.334.368.700 | 2,391,597. | | 2 | 00700 | 騰訊控股 | 2,128,731,950 | 1,259,649, | | 3 | 00941 | 中國移動 | 521,496,700 | 2,114,277, | | র্ব | 00981 | 中芯國際 | 1,007,532,750 | 1,093,525, | | 5 | 02628 | 中國人壽 | 1,116,347,980 | ...

智通财经APP获悉，1月27日港股市场，北水成交净卖出6.35亿港元，其中港股通(沪)成交净卖出13.74亿港元，港股通(深)成交净买入7.39亿港元。 北水净买入最多的个股是腾讯(00700)、中国人寿(02628)、长飞光纤光缆(06869)。北水净卖出最多的个股是中国移动(00941)、紫金矿业(02899)、盈富基金 (02800)。 | 排名 | | 名稱 | 買入金額 (HKD) | 賣出金額 (HKD) | | --- | --- | --- | --- | --- | | 1 | 09988 | 阿里巴巴 - W | 2.334.368.700 | 2,391,597, | | 2 | 00700 | 騰訊控股 | 2,128,731,950 | 1,259,649, | | 3 | 00941 | 中國移動 | 521,496,700 | 2,114,277, | | র্ব | 00981 | 中芯國際 | 1,007,532,750 | 1,093,525, | | 5 | 02628 | 中國人壽 | 1,116,347,980 | 605,049, | | ଚ | 02899 | 紫 ...

(本文来自第一财经) 南向资金今日净卖出6.35亿港元，中国移动、紫金矿业、中芯国际分别遭净卖出11.47亿港元、8.43亿港 元、5.53亿港元。净买入方面，腾讯控股、中国人寿、长飞光纤光缆净买入额位列前三，分别获净买入 10.24亿港元、5.11亿港元、3.55亿港元。 ...

Group 1 - Baidu Intelligent Cloud has set an ambitious AI-related revenue growth target of 200% by 2026, up from the previous target of 100%, aiming to become the leader in the AI cloud market [1] - According to IDC, the global AI cloud market is expected to exceed $400 billion by 2030, indicating significant growth potential in the sector [2] - In 2025, major Chinese cloud providers are projected to secure a total of 341 contracts related to large models, with a total bid amount of approximately 2.7 billion yuan [2] Group 2 - Baidu Intelligent Cloud has secured 109 projects with a total bid amount of about 900 million yuan, maintaining its position as the leader in both project count and bid amount for two consecutive years [2] - Citic Securities reports that the demand for AI computing power is expanding, leading to a positive outlook for the optical module industry and opportunities across the supply chain [2] - Citic Securities also notes that Amazon's recent 15% price increase for its AI computing service EC2 marks a break from the long-standing trend of decreasing cloud service prices, reflecting tight supply conditions [2] Group 3 - Citic Securities suggests monitoring cloud service providers for potential price increases and continues to recommend the AI computing sector and AI applications [3] - The AI computing sector is experiencing a period of adjustment, which Citic Securities views as an opportunity for investors [4] - Key Hong Kong stocks related to the AI computing sector include Changfei Optical Fiber, Cambridge Technology, Hongteng Precision, and Huiju Technology [5]

| 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 374381.67 | -12829.26 | -1.96 | | 00700 | 腾讯控股 | 港股通(沪) | 256404.25 | 47186.91 | 0.76 | | 02899 | 紫金矿业 | 港股通(沪) | 234866.76 | -160485.92 | 4.35 | | 01810 | 小米集团-W | 港股通(沪) | 202530.35 | 52716.55 | -2.81 | | 02865 | 钧达股份 | 港股通(沪) | 200947.57 | 22193.94 | -6.56 | | 00941 | 中国移动 | 港股通(沪) | 199564.94 | -117692.48 | -0.88 | | 00981 | 中芯国际 | 港股通(沪) | 197489.33 | 18826.54 | -3.27 | | 09988 | 阿里巴巴-W ...

Core Viewpoint - The demand for optical fibers and cables is being driven by the construction of AI data centers, leading to price increases for certain products and a shift in production capacity towards AI-related multi-mode and specialty fibers [1] Industry Summary - Longhua Optical Fiber experienced a rapid increase in stock price, reaching 123.84 yuan per share, with Hong Kong shares rising over 16% [1] - The demand for new types of optical fiber and cable products is significantly increasing due to overseas data center requirements, resulting in rising export prices for optical fibers [1] - It is anticipated that domestic optical fiber prices will also see a notable increase by 2026 [1] - The shift in production capacity towards AI-related products is causing a reduction in the supply of traditional optical fibers, which is pushing up the prices of scattered fibers [1] Company Summary - Longhua Optical Fiber stated that the overall market environment for the global optical fiber and cable industry is normal [1] - Although there is significant growth in demand for new products related to data centers, their share in the total demand remains relatively small [1] - For instance, hollow-core fibers, as an emerging product, are still in the early stages of development and have not yet had a major impact on the company's operating performance [1]

Core Insights - On January 26, 2026, Alibaba-W (09988), Tencent Holdings (00700), and Zijin Mining (02899) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 3.744 billion, 2.564 billion, and 2.349 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Tencent Holdings (00700), and China National Offshore Oil Corporation (00883) also ranked as the top three, with trading amounts of 1.878 billion, 1.743 billion, and 1.608 billion respectively [1] Southbound Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 3.744 billion with a net buy of -128 million [2] - Tencent Holdings (00700) recorded a trading amount of 2.564 billion with a net buy of 472 million [2] - Zijin Mining (02899) had a trading amount of 2.349 billion with a net buy of -1.605 billion [2] - Xiaomi Group-W (01810) achieved a trading amount of 2.025 billion with a net buy of 527 million [2] - JunDa Co., Ltd. (02865) had a trading amount of 2.009 billion with a net buy of 222 million [2] - China Mobile (00941) recorded a trading amount of 1.996 billion with a net buy of -1.177 billion [2] - SMIC (00981) had a trading amount of 1.975 billion with a net buy of 188 million [2] - China National Offshore Oil Corporation (00883) achieved a trading amount of 1.785 billion with a net buy of -35.021 million [2] - Pop Mart (09992) had a trading amount of 1.419 billion with a net buy of 613 million [2] - Yangtze Optical Fibre and Cable (06869) recorded a trading amount of 1.371 billion with a net buy of -6.072 million [2] Shenzhen-Hong Kong Stock Connect - Top Active Companies - Alibaba-W (09988) had a trading amount of 1.878 billion with a net buy of -107 million [2] - Tencent Holdings (00700) recorded a trading amount of 1.743 billion with a net buy of 543 million [2] - China National Offshore Oil Corporation (00883) achieved a trading amount of 1.608 billion with a net buy of 142 million [2] - SMIC (00981) had a trading amount of 1.269 billion with a net buy of -266 million [2] - Xiaomi Group-W (01810) recorded a trading amount of 1.064 billion with a net buy of 295 million [2] - Yingfu Fund (02800) had a trading amount of 1.042 billion with a net buy of -1.036 billion [2] - Zijin Mining (02899) achieved a trading amount of 1.017 billion with a net buy of 528 million [2] - Laopu Gold (06181) had a trading amount of 0.928 billion with a net buy of -78.823 million [2] - JunDa Co., Ltd. (02865) recorded a trading amount of 0.812 billion with a net buy of -74.468 million [2] - China Life (02628) had a trading amount of 0.707 billion with a net buy of -107 million [2]

Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]

Core Viewpoint - The optical fiber and cable industry is experiencing significant price increases and supply tightness for the mainstream G.652.D optical fiber, with major manufacturers unable to meet their own orders and turning to external procurement [1] Group 1: Market Trends - The demand structure in the optical fiber and cable industry is undergoing transformation due to the continuous release of demand from AI computing networks, 6G research, and global digital infrastructure [1] - The global optical fiber and cable market is expected to enter a high prosperity cycle lasting 2 to 3 years [1] Group 2: Investment Recommendations - Yongxing Securities maintains an "overweight" rating for the communication industry and suggests focusing on investment opportunities related to optical fibers and cables [1] - Open Source Securities previously indicated that the booming global AI development may continue to drive demand for optical fibers and cables in data centers and DCI interconnections [1] Group 3: Supply and Demand Dynamics - In the short term, global manufacturers have limited capacity for expansion, which may lead to a supply-demand imbalance [1] - The demand and prices for optical fibers and cables are expected to maintain a steady upward trend [1]