資金動向 | 北水創紀錄單日爆買近288億港元，瘋狂搶籌港股ETF、大型科技股
4月3日，南下資金淨買入港股287.9億港元，創出歷史單日淨買入次高。
其中：淨買入盈富基金60.72億、恆生中國企業48.33億、阿里巴巴-W 34.87億、騰訊控股12.15億、小米集團-W 9.29億、南方恆生科技8.7億、中芯國際8.54億、美團-W 5.61億、中國海洋石油1.9億、康方生物1.05億、藥明生物1.03億。
據統計，南下資金連續5日淨買入中芯國際，共計21.3656億港元；連續5日淨買入騰訊，共計30.1834億港元；連續3日淨買入阿里巴巴，共計58.253億港元。
北水關注個股
騰訊控股：4月3日公司回購股份101萬股，回購金額爲5.01億港元。根據回購授權的決議，公司可回購的股份總數爲9.42億股，已回購股份2.76億股，佔回購授權決議通過時已發行股份的2.9335%。
中國海洋石油：2024年實現營收4205.06億元，同比增長0.9%；歸母淨利潤1379.36億元，同比增長11.4%。董事長汪東進表示，2024年國際油價相較2023年有所降低，但公司的淨利潤仍實現了增長。公司堅持以經營確定性應對油價不確定性，目前開採成本較十年前降低40%，同等油價下利潤翻番。
康方生物：建銀國際發表研究報告，康方生物去年全年及下半年經調整淨虧損錄4.35億及1.88億元，勝預期，受到銷量增長疲弱的拖累，收入表現略遜預期。但憧憬康方生物今年可能首次實現扭虧爲盈，預測錄得淨利潤2300萬元及經調整淨利潤1.03億元。
中芯國際：特朗普“對等關稅”遠超預期！設10%“最低基準關稅”，向中國商品徵34%，對美貿易逆差最大國徵稅更高。有分析指，當前海外限制趨緊客觀上會加速國內半導體行業的國產化進程，共同促使整個半導體下遊需求發生量和結構上的變化，使半導體需求邊際持續改善。
申洲國際：晨星分析師Ivan Su表示，如果美國提高的關稅成爲永久性的，可能會影響一些亞洲運動服裝品牌。額外關稅將對包括申洲國際、亞瑪芬體育和ASICS亞瑟士在內的部分運動服裝公司構成挑戰。
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