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流入趋势中断净卖出超35亿港元 抛售两大ETF和腾讯加仓阿里小米
Xin Lang Cai Jing· 2025-11-13 10:41
智通财经11月13日讯(编辑 冯轶)据Wind数据显示,南向资金今日成交约1249.69亿港元,较前一日放量约195亿,连续两日放量;约为今日恒指成交总额 的46.2%,占比也连续回升。 恒指今日午后拉升,但南向资金反而净卖出约35.21亿港元,中断此前连续16个交易日净流入纪录。其中,沪港股通净流出约21.28亿港元,深港股通净流出 约13.93亿港元。 且值得关注的是,盈富基金(02800.HK)、恒生中国企业(02828.HK)两大ETF也遭大幅抛售,分别被净卖出62.26亿、22.89亿港元。 个股方面,交易所数据显示,今日南向资金 大幅净买入:阿里巴巴-W(09988.HK)13.75亿港元;小米集团-W(01810.HK)7.79亿港元。 大幅净流出:腾讯控股(0700.HK)8.75亿港元;信达生物(01801.HK)4.20亿港元;赣锋锂业(01772.HK)2.61亿港元。 投资要点 阿里巴巴-W今日涨3.32%,短线资金有所回流,前5日减持262万股。 Ü – H 025.10 小米集团-W今日跌0.46%,短线资金加速流入,前5日加仓5738万股。 腾讯控股今日跌0.15%,短线资金连续 ...
南向资金追踪|净流入超165亿港元 加仓两大ETF和阿里减持中芯国际
Xin Lang Cai Jing· 2025-08-26 10:17
Summary of Key Points Core Viewpoint - Southbound capital saw a significant decrease in trading volume, with a total of approximately 148.74 billion HKD, down nearly 60 billion from the previous day, accounting for 46.79% of the total turnover of the Hang Seng Index, falling below 50% [2]. Group 1: Southbound Capital Flow - Southbound capital recorded a net inflow of approximately 16.57 billion HKD today, with the Shanghai-Hong Kong Stock Connect contributing about 9.61 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing about 6.97 billion HKD [2][4]. - Major ETFs saw substantial buying, with the Yingfu Fund (02800.HK) receiving 6.55 billion HKD and the Hang Seng China Enterprises (02828.HK) receiving 1.78 billion HKD [2]. Group 2: Individual Stock Performance - Alibaba-W (09988.HK) experienced a net buy of 1.35 billion HKD, despite a decline of 2.57% in its stock price, with short-term capital inflow slowing down [2][5]. - Tencent Holdings (0700.HK) saw a net buy of 670 million HKD, with a stock price drop of 0.81% and accelerated short-term capital inflow [2][5]. - Meituan-W (03690.HK) had a net buy of 409 million HKD, with a decline of 1.88% in its stock price and increased short-term capital inflow [2][5]. - Semiconductor Manufacturing International Corporation (00981.HK) faced a net outflow of 983 million HKD, with a stock price drop of 2.77% and continuous capital outflow [3][5]. - Oriental Selection (01797.HK) saw a net outflow of 303 million HKD, with a significant drop of 11.20% in its stock price and predominant capital outflow [3][5].