2月25日,南下资金净买入港股220.33亿港元。
其中:净买入阿里巴巴-W 66.45亿、盈富基金52.33亿、腾讯控股22.07亿、恒生中国企业17.78亿、理想汽车-W 11.36亿、中芯国际5.51亿、小鹏汽车-W 2.83亿、小米集团-W 1亿;净卖出华虹半导体5.93亿、美团-W 3.95亿、快手-W 3.04亿、中国移动1.22亿。
据统计,南下资金连续3日净买入腾讯,共计39.2625亿港元;连续4日净买入中芯国际,共计23.6494亿港元;连续10日净买入阿里巴巴,共计377.34亿港元。
阿里巴巴:从知情人士处获悉,阿里巴巴将于今日晚间全面开源旗下视频生成模型万相2.1模型。
理想汽车-W:理想汽车官微公布i8官图信息,该车型为其首款纯电SUV,图片展示了其车头和车尾设计。里昂发表研究报告指,理想汽车发布旗下纯电动车SUV车型i8的首张官方图片,并采用与MEGA类似的子弹头设计,而车尾则更为接近理想L9。该行认为,不论SUV i8的发布时机或车辆设计,均超出市场预期。
小鹏汽车-W:瑞银上调小鹏汽车目标价至18美元,评级升至“中性”。该行称小鹏专注于软件及自动驾驶,每年约有50%的研发支出用于软件及智能。
中芯国际:特朗普团队据报寻求加强拜登时期对华芯片管控,市场憧憬将加大采用国产芯片,港股市场芯片股随即走强。
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