港股戰報|騰訊股價震盪:回購、資金流向、技術分析全解析




騰訊控股:3月31日耗資5億港元回購100.2萬股
根據最新公告,騰訊控股(0700.HK)於2025年3月31日透過交易所回購了100.2萬股,每股回購價格介於495港元至506.5港元之間,總支出為5.01億港元。此次回購後,騰訊的已發行股份總數增至92.02億股。

港股通盈富基金淨流出47.63億港元
在北水南向的資金流向中,美團(03690.HK)、小米集團(01810.HK)及騰訊(00700.HK)分別實現淨流入5.09億港元、3.42億港元及1.17億港元。而盈富基金(02800.HK)及阿里巴巴(09988.HK)則分別遭遇淨流出47.63億港元及5141萬港元。

《瑞銀窩輪》騰訊在500元關徘徊 兩手部署騰訊認購(14023)、騰訊認沽(14194)
騰訊(00700)自3月中旬以來股價大幅回落,近期多次接近500元的心理關口,周一一度跌至494.6元後略有回升。若股價未能穩住500元,可能會再試3月初的低位473.2元,投資者應密切關注其股價的進一步走勢。如有意部署騰訊,建議留意騰訊認購(14023),行使價為630.5元,2025年6月到期。

《AI》騰訊控股-R(80700.HK)出現「死亡交叉」技術圖表形態
騰訊控股-R(80700.HK)近期出現技術圖表上的「死亡交叉」,其10天移動平均線已跌穿20天移動平均線。現價為463.800,跌幅為2.111%,成交量為1.94萬股,成交額達9.05百萬。最近表現方面:3日 -2.399%,5日 -3.455%,10日 -5.076%。最近成交統計顯示,上日成交量為1.25萬股,過去5天的平均成交量為1.43萬股。

富達國際:中資通訊服務股具內需傾向 應可免受美國關稅直接影響
針對美國即將實施的對等關稅對中美通訊服務業的影響,富達國際基金經理Ian Samson表示,中美通訊服務業在過去兩年盈利顯著增長,許多掌握先進通訊科技及人工智能(AI)技術的企業前景看好,應能免受中美貿易政策的直接影響。不過,美國電訊業目前面臨熊市挑戰,而中國內地的同業則仍處於牛市。考慮到這兩者之間的市場走勢差異,投資者在配置中資通訊服務股時可望獲益。

《港股》恒指半日跌404點 科指下滑3% 建行及中行逆市漲
恒指在半日交易中下跌404點,科指則下滑3%。然而,建設銀行及中國銀行逆市上漲,顯示市場對內地經濟復甦的信心仍在。

科技股拖累 港股挫逾300點下試23000點
科技股的疲弱表現拖累港股,指數下挫超過300點,逼近23000點的心理關口,市場情緒顯得低迷。

深圳首發近2億人幣訓力券 惠及逾40家AI和具身智能機械人企業
深圳市政府最近推出近2億人民幣的訓力券,旨在支持AI及具身智能機械人企業的發展,將惠及超過40家相關企業。

港股通阿里巴巴淨流入9.66億港元
港股通中的阿里巴巴本周實現淨流入9.66億港元,顯示市場對於阿里巴巴的信心依然強勁。

騰訊回購98.2萬股 涉資5億元
騰訊控股近期回購了98.2萬股,涉及資金5億元,顯示公司對自身股價的信心。

騰訊近期的回購行為顯示出其對市場信心的堅定,尤其是在股價面臨波動的情況下。回購股份不僅能改善每股收益,還能向市場傳遞出公司對未來業績的信心。值得注意的是,儘管整體港股市場情緒低迷,騰訊卻選擇在此時進行回購,這或許是對其長期發展潛力的信心表現。

此外,隨著中美間的貿易政策日益緊張,富達國際的分析指出中資通訊服務股可能成為一個相對安全的投資選擇。這不僅反映了行業的內需特性,也顯示出市場對於科技股的需求仍然強勁。投資者在配置資產時,應該密切關注這些動態,並考慮將中資通訊服務股納入投資組合,以應對未來的市場變化。

以上文章由特價GPT API KEY所翻譯及撰寫。

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A natural beach atmosphere, realistic textures, sharp focus on the woman's body and reflections, high detail, Ultra HD, artistic aesthetic, warm lighting, and low angle. {
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"identity": "A stylish beautiful woman portrayed as Cleopatra performing a sacred night-time royal dance, embodying divine seduction, power, and celestial authority.",
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"body_position": "She is captured mid-dance inside a temple courtyard at night, her body angled gracefully, hips grounded, torso lifted, creating a powerful and sensual silhouette.",
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"accessories": "A dramatic Egyptian ceremonial headpiece with gold and crystal detailing, an oversized layered gold collar necklace, sculpted crystal arm cuffs, finger armor rings, a crystal-and-gold waist belt, and delicate gold anklets accentuating her bare feet.",
"hair": "Her hair is sleek, glossy, and perfectly controlled, styled to balance the weight of the crystal headpiece while allowing elegant movement.",
"makeup": "Ultra-glam, colorful Egyptian night makeup—bold elongated black kohl eyeliner, intense eyeshadow layered in turquoise, emerald, sapphire blue, violet, and metallic gold. Beneath the eyes, intricate ceremonial ink drawings in fine black and gold lines inspired by ancient Egyptian markings. Skin is luminous with molten-gold highlights, brows strong and defined, lips finished in a sensual nude-bronze satin."
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"ritual_elements": [
"Burning incense bowls releasing thick aromatic smoke",
"Golden sistrum placed near the dance space",
"Tall ceremonial torches lining the temple floor"
]
},

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"macro_environment": "A grand ancient Egyptian temple courtyard at night, reserved for sacred royal rituals.",
"midground_details": "Towering sandstone columns, massive statues of Isis and Hathor, carved temple walls, flowing linen drapes, and ceremonial platforms illuminated by firelight.",
"micro_elements": "Torch flames reflecting off crystal surfaces, fine dust particles glowing in the night air, incense smoke wrapping around her legs and feet, detailed stone floor textures beneath her bare feet, crystal fringe in motion, and sharply defined shadows—everything rendered in extreme detail with zero blur."
},

"lighting": {
"type": "Cinematic night lighting using torches, oil lamps, and subtle moonlight.",
"effect": "Firelight ignites the crystal bodice with prismatic sparkle while moonlight softly outlines her legs and feet, creating a dramatic, sensual, and divine atmosphere."
},

"camera": {
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"aperture": "f/8 for full-body and environment sharpness",
"iso": 100,
"shutter_speed": "1/200s to freeze elegant motion clearly",
"focus": "Extreme sharp focus on crystal bodice, facial features, legs, feet, and temple details, no bokeh, no blur"
},

"style": "Ultra high-fashion editorial, night temple ritual, all-crystal couture, sexy yet sacred, ancient Egyptian royalty reimagined, cinematic realism, extremely detailed, sharp, iconic"
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