資金動向 | 北水連續2日加倉小米，拋售中國移動超7.5億港元
11月12日，南下資金今日淨買入港股97.92億港元。
其中，港股通（滬）淨買入44.86億港元，港股通（深）淨買入53.06億港元。
淨買入盈富基金51.1億、恒生中國企業8.82億、小米7.88億、阿里巴巴2.86億、中國平安1.41億；
淨賣出中國移動7.51億、美團6億、中芯國際1.01億。
據統計，南下資金已連續2日淨買入小米，共計19.7364億港元。
另外，自納入港股通以來的37個交易日，南下資金已累計淨買入阿里巴巴672.8405億港元。
北水關注個股
小米：據小米公司，截至11月11日23:59:59，小米雙11全渠道累計支付金額破319億元，創小米歷年大促新紀錄。
阿里巴巴：消息面上，中國人民銀行11日發佈公吿，批准錢塘徵信有限公司個人徵信業務許可，這是我國批准的第三家持牌個人徵信機構。據悉，錢塘徵信的註冊資本為10億元，浙江省旅遊投資集團有限公司和螞蟻科技集團股份有限公司，並列第一大股東，均持股35%。此外，螞蟻集團重啟上市傳聞再起，接近人士稱“無法評價”。
中國平安：消息面上，花旗發佈研究報吿，引述公司管理層指出，將在2025年第一季度實現同比NBV正增長，同時公司已經為旗艦產品“御享金越”調整激勵政策，以促進代理人在長期保單(10年及以上)的銷售。
中國移動：中國移動於2024年11月12日斥資1999.25萬港元回購29萬股，回購價格為每股68.55-69.40港元。
美團：里昂發表報吿，預計美團第三季總營收按年穩健增長20%至918億元，經調整Ebit較去年同期上升141%至120億元。該行預計，美團第三季核心商務的經調整EBIT較去年同期上升37%至138億元，食品外送利潤率創新高，店內利潤率回升。新業務虧損可能按年收窄65%至18億元，並預期此趨勢將於第四季延續。里昂上調美團2025及2026年淨利潤預測各2%和3%，目標價由182港元上調至225港元，維持“跑贏大市”評級。
中芯國際：消息面上，據媒體報道，美國商務部致函台積電，要求從11日開始停止向中國大陸客户供應7納米及更先進工藝的AI芯片。消息人士稱，台積電通知受影響客户，將從11日起暫停相關芯片發貨。另有報道稱，最新的管控措施僅限AI/GPU相關芯片，用於手機、汽車和通信的芯片不受影響。
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