資金動向 | 北水狂買港股超198億!內資搶籌港股ETF、阿里巴巴、小鵬汽車
4月1日,南下資金今日淨買入港股198.64億港元。
其中:淨買入盈富基金82.87億、恆生中國企業27.81億、阿里巴巴-W 8.19億、小鵬汽車-W 7.92億、泡泡瑪特3.9億、信達生物2.55億;淨賣出小米集團-W 6.12億、康方生物4.08億、老鋪黃金1.57億。

北水關注個股
阿里巴巴:4月1日,阿里巴巴發佈公告,公司於2025年3月31日在紐約證券交易所回購股份61萬股,回購價格在16.61美元至16.15美元之間,合計付出金額998萬美元。根據回購授權的決議,公司可回購的股份總數爲18.74億股,已回購股份2.84億股,佔回購授權決議通過時已發行股份的1.52%。
小鵬汽車:3月小鵬汽車共交付智能電動汽車33,205輛,同比增長268%。小鵬汽車已連續第五個月交付量超過了30,000輛。2025年第一季度,小鵬汽車共累計交付94,008輛智能電動車,同比增長331%。
泡泡瑪特:高盛發表研報指,鑑於泡泡瑪特的增長前景具有較高可見度,將2025至2027年盈利預測上調10%至15%,預期今年收入及經調整淨利潤可分別增長59%及73%,目標價從115港元上調至132港元,維持“中性”評級。
小米集團:2025年3月29日22時44分,一輛小米SU7標準版在德上高速公路池祁段行駛過程中遭遇嚴重交通事故。小米在今日公佈的SU7高速碰撞爆燃事故細節稱,據初步瞭解,事故發生前車輛處於NOA智能輔助駕駛狀態,以116km/h時速持續行駛。事發路段因施工修繕,用路障封閉自車道、改道至逆向車道。車輛檢測出障礙物後發出提醒並開始減速。隨後駕駛員接管車輛進入人駕狀態,持續減速並操控車輛轉向,隨後車輛與隔離帶水泥樁發生碰撞,碰撞前系統最後可以確認的時速約爲97km/h。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.