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資金動向 | 北水淨買入港股97.42億港元,加倉阿里超28億港元
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18:16","pubTimestamp":1740997015,"startTime":"0","endTime":"0","summary":"跟踪南向资金最新动态","market":"sg","thumbnail":"https://img3.gelonghui.com/6ecb8-81909c50-07cc-4b6c-85e0-d16a126afb5e.jpg?guru_height=718&guru_width=1280","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/6ecb8-81909c50-07cc-4b6c-85e0-d16a126afb5e.jpg?guru_height=718&guru_width=1280"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/1842457","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["LU1048596156.SGD","BK4554","BK4535","LU1152091168.USD","BK4588","LU1267930227.SGD","LU0821914370.USD","09988","LU0072913022.USD","BK4565","LU0310800965.SGD","LU0348814723.USD","HSTECH","YANG","HSCEI","LU1046422090.SGD","IE00B0JY6N72.USD","LU1282648689.USD","BK4524","BK4503","BK4585","BK4587","LU1051768304.USD","BK4122","BK4220","BK4558","BK4579","LU0880133367.SGD","LU1823568750.SGD","BK4607","BK4534","LU0918141705.HKD","LU1880383366.USD","LU1152091754.HKD","BK4548","LU0501845795.SGD","LU1515016050.SGD","LU2226246903.HKD","LU1046421795.USD","LU1008478684.HKD","LU0128525689.USD","LU1688375341.USD","BK4538","LU1105468828.SGD","IE00BFMHRM44.USD","BK4504","LU0052756011.USD","BK4581","BABA"],"gpt_icon":1},{"id":"2516897746","title":"阿里資本支出超預期 國產算力全線爆發","url":"https://stock-news.laohu8.com/highlight/detail?id=2516897746","media":"投资快报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516897746?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 18:11","pubTimestamp":1740996704,"startTime":"0","endTime":"0","summary":"周五最强的板块无疑是国产算力方向。周四晚,阿里公布最新的季度财报,截至 2024 年 12 月 31 日的季度资本开支大幅增长至 317.75 亿元,环比大增 80%。受此消息影响,阿里巴巴港股涨幅超14%。从产业趋势上看,国产算力发展开始加速。从豆包的火爆开始,到Deepseek的模型平权,短期内字节、阿里等大厂纷纷加大在AI领域的资本开支投入,拉开行业“算力军备竞赛”的序幕,基础设施建设目标明确,将催生出更多的国产算力需求。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202503031836469637637e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:54","pubTimestamp":1740992079,"startTime":"0","endTime":"0","summary":"2025年3月3日,港股市场涨跌不一。恒生指数上涨0.28%,国企指数上涨0.03%,恒生科技指数下跌0.58%,红筹指数上涨0.12%。港股科技股在3月3日上涨,阿里巴巴和腾讯控股等公司股价均有涨幅。同时,3月3日港股涨幅扩大,恒生科技指数涨至2%;科网股集体拉升,阿里巴巴涨超4%,腾讯控股涨超3%,京东集团、哔哩哔哩、快手均涨超2%。蜜雪集团上市首日大涨超43%,股价突破290港元,其发行价为每股202.50港元。比亚迪智驾平权有望带来较大增量。","market":"sh","thumbnail":"https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/09caddfc0c2d2ea28b3db992baa72dbf"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4534","BABA","09988","BK4558","LU0880133367.SGD","YANG","BK4579","BK4503","07226","BK4538","LU0501845795.SGD","BK4524","IE00BFMHRM44.USD","HSTECH","HSI","BK4533","LU0052756011.USD","BK4122","BK4526","BK4588","LU1515016050.SGD","IE00B0JY6N72.USD","BK4587","LU2226246903.HKD","BK4527","BK4535","BK4575","BK4220","HSCEI","LU0918141887.USD","LU0251143458.SGD","LU0651946864.USD","LU1051768304.USD","LU1880383366.USD"],"gpt_icon":1},{"id":"2516507981","title":"從《邊水往事》到《難哄》:“優酷範兒”背後的“人才軍備競賽”","url":"https://stock-news.laohu8.com/highlight/detail?id=2516507981","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516507981?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 16:45","pubTimestamp":1740991532,"startTime":"0","endTime":"0","summary":"近日,耐飞科技董事长兼CEO栗坤携团队正式入职阿里大文娱,并成立耐飞视界工作室。加入阿里大文娱之后,栗坤及耐飞视界工作室,将从IP开发与原创故事两方面打造精品剧集及优质电影内容。去年暑期爆款《边水往事》收官后不久,导演算就入职阿里大文娱,成立三边坡工作室,专注悬疑原创,新作《悬案》也列入了优酷2025片单。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/252058","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["LU0797268264.HKD","BK4504","BK4579","BK4535","LU1515016050.SGD","LU0651946864.USD","LU0918141887.USD","BK4534","LU1048596156.SGD","09988","BK4588","BK4607","LU0052756011.USD","LU0821914370.USD","BABA","LU0880133367.SGD","BK4503","LU1688375341.USD","LU0348814723.USD","LU0310800965.SGD","LU1823568750.SGD","BK4220","BK4526","BK4554","LU1105468828.SGD","BK4531","LU1152091168.USD","BK4548","BK4122","BK4581","BK4587","IE00B0JY6N72.USD","LU0072913022.USD","LU1046421795.USD","LU1008478684.HKD","LU1152091754.HKD","LU0348816934.USD","LU1051768304.USD","BK4502","LU0067412154.USD","LU0251143458.SGD","BK4543","BK4565","LU1267930227.SGD","BK4505","LU0918141705.HKD","IE00BFMHRM44.USD","LU1046422090.SGD","BK4538","LU0128525689.USD"],"gpt_icon":1},{"id":"2516804501","title":"AI革命引爆英偉達","url":"https://stock-news.laohu8.com/highlight/detail?id=2516804501","media":"21经济网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516804501?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 15:42","pubTimestamp":1740987759,"startTime":"0","endTime":"0","summary":"北京时间2月27日早间, 英伟达 公布截至1月26日的2025财年第四季度和全年业绩:第四财季营收393.31亿美元,较上年同期增长78%,环比增长12%,高于预期的375亿美元。英伟达数据中心全年收入为1152亿美元,较上年增长一倍多,第四季度数据中心收入创历史新高为356亿美元,同比增长93%,环比增长16%。此外,上游还涉及数据采集、存储及处理等,良好的数据基础直接影响到 AI模型 的训练和准确性。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250303154836a25cb639&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:04","pubTimestamp":1740981894,"startTime":"0","endTime":"0","summary":"过去几年,百度为了尽快摆脱对传统广告业务的依赖不断尝试新业务,尤其是高调押注AI方向。对于百度而言这并非好现象,因为百度的传统广告业务下滑是一个不争的事实,而且这一趋势还将持续。对于百度而言,在传统广告业务已经走向下坡路的背景下,加快布局AI的速度已经迫在眉睫。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250303141512a25c94de&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:34","pubTimestamp":1740969265,"startTime":"0","endTime":"0","summary":"你还记得自己最近一次唤醒小爱同学、天猫精灵、小度小度……当“小爱同学们”来到生死存亡的关键时刻,接入DeepSeek能让这些品牌逆天改命吗?在智能音箱来到“生死存亡”之际,当占据了绝大部分市场份额的几大品牌商,与DeepSeek产生了亲密链接,似乎能来一场华丽逆袭。不过仅靠接入DeepSeek,想重振整个产品市场有点不太现实。连日来,涵盖电视、冰箱、空调等多类型产品的智能家居品牌,均宣布接入DeepSeek。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/251980","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK4503","LU0821914370.USD","LU0880133367.SGD","LU1051768304.USD","BK4565","BK4122","BK4533","BK4220","BK4548","IE00B0JY6N72.USD","BK4531","LU0501845795.SGD","BK4554","BK4526","BK4527","LU0251143458.SGD","BK4575","LU1880383366.USD","BK4505","LU1515016050.SGD","BK4581","LU1152091754.HKD","LU0072913022.USD","BK4587","BK4607","LU0918141705.HKD","LU0348816934.USD","LU0651946864.USD","BK4534","LU1688375341.USD","LU0310800965.SGD","BK4502","LU1105468828.SGD","LU1152091168.USD","BK4524","LU1046421795.USD","LU1282648689.USD","LU1823568750.SGD","BK4504","LU1008478684.HKD","BK4585","BK4588","LU1048596156.SGD","LU0797268264.HKD","LU0348814723.USD","BK4535","LU0067412154.USD","LU0918141887.USD"],"gpt_icon":1},{"id":"2516089520","title":"港股恒生科指漲超2% 阿里巴巴漲超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2516089520","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516089520?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 10:33","pubTimestamp":1740969180,"startTime":"0","endTime":"0","summary":"3月3日消息,港股三大指数高开高走,截至发稿,恒指涨1.77%,恒生科指涨2.06%,国企指数涨1.73%。小鹏汽车涨近6%,阿里巴巴涨超4%,携程集团、腾讯控股涨超3%。\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:张倩","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-03-03/doc-ineniuqn9404337.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0918141705.HKD","LU1688375341.USD","BABA","BK4531","BK4585","IE00BFMHRM44.USD","BK4503","LU0310800965.SGD","BK4565","BK4579","LU1282648689.USD","HSCEI","LU1515016050.SGD","BK4502","BK4558","LU0067412154.USD","LU0348816934.USD","BK4548","LU0251143458.SGD","BK4122","LU1048596156.SGD","BK4554","LU0797268264.HKD","BK4527","BK4504","BK4543","LU1008478684.HKD","BK4581","HSTECH","LU0128525689.USD","LU0821914370.USD","LU1823568750.SGD","IE00B0JY6N72.USD","LU2226246903.HKD","YANG","BK4220","BK4535","LU1105468828.SGD","BK4505","09988","BK4533","BK4587","LU0072913022.USD","LU0501845795.SGD","LU0880133367.SGD","LU1152091754.HKD","BK4524","BK4538","LU0348814723.USD"],"gpt_icon":0}],"pageSize":16,"totalPage":31,"pageCount":12,"totalSize":492}]}}