資金動向 | 北水加倉阿里近10億港元，連續3日拋售小米超18億港元
3月28日，南下資金淨買入港股82.42億港元。
其中，淨買入阿里巴巴-W 9.66億、中芯國際7.56億、騰訊控股5.75億、快手-W 2.92億、中國海洋石油2.28億、美團-W 2.09億；
淨賣出小米集團-W 9.3億、新華保險2.39億、泡泡瑪特1.02億。
據統計，南下資金連續5日淨買入美團，共計23.4043億港元；連續5日淨買入快手，共計10.9879億港元；連續3日淨賣出小米，共計18.2194。
北水關注個股
阿里巴巴：消息面上，阿里通義千問正式推出QVQ-Max視覺推理模型第一版。這一新版本的模型具備強大的多模態處理能力，它不僅能夠“看懂”圖片和視頻裏的內容，還能結合這些信息進行分析、推理，甚至給出解決方案。
中芯國際：消息面上，中芯國際公佈2024年業績，全年銷售收入為80.3億美元，同比增長27%，創歷史新高；其中，晶圓代工業務收入為74.87億美元，同比增加 29.2%。
騰訊控股：消息面上，育碧成立新遊戲子公司，騰訊投資11.6億歐元，收購25%股份，公司估值約40億歐元。新公司將專注開發《刺客信條》、《孤島驚魂》和《彩虹六號》等知名遊戲，目標是打造多平台遊戲生態系統。
快手：
中國海洋石油：花旗發表報吿指出，中國海洋石油去年淨利潤按年增長11%至1380億元，較該行預期低約3%。該行將中海油今明兩年的盈利預測上調13%及下調3%，主要由於將今年油價預測由每桶60美元上調至67美元。該行維持對中海油的“買入”評級，目標價24港元。
美團：
小米集團：消息面上，3月28日， 小米集團 創始人、董事長兼CEO雷軍發文表示：“去年的今天，小米汽車正式發佈了。轉眼就是一週年，誠摯感謝大家的支持。” 此前在2024年3月28日，小米SU7正式上市，上市24小時就取得了大定88898台的成績。
泡泡瑪特：中銀國際大幅調高泡泡瑪特(9992.HK)目標價，由71.8港元上調1.68倍至192.1港元，重申“買入”評級，同時調高該集團今明兩年盈利預測。
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