資金動向 | 北水拋售盈富基金超24億港元，持續加倉小米、騰訊
11月19日，南下資金淨買入港股19.73億港元。其中，港股通（滬）淨買入1.97億港元，港股通（深）淨買入17.76億港元。
淨買入騰訊5.88億、小米4億、美團2.68億、快手1.99億、阿里巴巴1.96億、小鵬汽車1.85億、中國海洋石油1.46億；淨賣出盈富基金24.54億、恒生中國企業10.89億。
據統計，南下資金已連續7日淨買入小米，共計37.9451億港元；連續6日淨買入騰訊，共計50.9043億港元；連續5日淨買入中海油，共計8.619億港元；連續4日淨買入美團，共計17.679億港元。另外，自納入港股通以來的42個交易日，南下資金已累計淨買入阿里巴巴703.5235億港元。
北水關注個股
騰訊控股：於11月19日回購173萬股，共耗資約7.03億港元，每股作價403.4-409港元。
小米集團：第三季度總營收925億元，同比增長30.5%；經調整淨利潤63億元。正在熱賣的小米汽車對財報貢獻不大。收入方面，小米智能電動汽車等創新業務收入97億元，佔總收入差不多十分之一。如果論利潤，汽車業務拖後腿，三季度淨虧損15億元。高盛發表報吿指出，將小米目標價由30.7港元上調至33.3港元，維持“買入”評級。
中芯國際：天風證券指出，半導體國產替代需求迫切、市場空間較大、以及外部（國際政治不穩定性）和內部（大廠擴產，政策助推等）潛在催化對板塊帶來的催化。該行判斷國產半導體設備、材料、EDA/IP國產替代有望持續加速，板塊投資機會值得重視。中芯華虹發佈3Q24財報，產能利用率改善，四季度指引穩中有升，預示行業或將進入旺季。
小鵬汽車：第三季度營收101億元，同比增長18.4%，環比增長24.5%，市場預期99.1億元；第三季度淨虧損18.1億元，2023年同期虧損38.9億元，2024年二季度虧損12.8億元。第三季度汽車總交付量為46,533輛，較2023年同期的40,008輛增加16.3%。
中國移動：知情人士透露，中國移動一直在與香港寬頻的大股東私募股權公司MBK Partners和TPG Inc.就收購事宜舉行會談。據悉中國移動暗示願意每股出價至少5港元，這將使該公司估值超過65億港元（8.35億美元） 。中國移動已經對潛在收購進行了盡職調查，目前正在與MBK和TPG就價格進行談判。
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