資金動向 | 北水連續4日加倉中芯國際、騰訊控股，賣出藥明生物1.5億港元
4月2日，南下資金今日淨買入港股117.17億港元。
其中：淨買入小米集團-W 20.44億、阿里巴巴-W 15.19億、騰訊控股10.35億、零跑汽車4.21億、中芯國際4.06億；淨賣出藥明生物1.5億。
據統計，南下資金連續4日淨買入中芯國際，共計12.8238億港元；連續4日淨買入騰訊，共計18.0334億港元；連續2日淨買入阿里巴巴，共計23.383億港元。
北水關注個股
小米集團：受小米SU7事故事件影響，小米集團股價繼續走低。截至收盤，小米集團收跌超4%報44.55港元/股，較2025年3月19日的歷史最高價59.45港元/股已跌去25.06%。按照最新市值計算，總市值近兩天縮水1204億港元。
阿里巴巴：截至3月31日止季度期間，以6億美元的總價回購了總計5,100萬股普通股。彭博稱阿里巴巴可能在4月下旬發佈其旗艦AI模型的升級版Qwen3。據悉，這將是阿里在2025年上半年最重要的模型產品。
騰訊控股：港交所公開信息顯示，騰訊控股2025年一季度累計回購4298.4萬股，耗資超171.2億港元，超過去年同期的148億港元，同比增加約15.6%。
零跑汽車：3月交付量達到37095輛，同比增長154%，首次超越理想、小鵬等頭部品牌，登頂新勢力銷冠。另外，零跑汽車此前公佈的財報顯示，2024年營收同比增長92%至321.6億元，毛利率提升7.9個百分點至8.4%，第四季度淨利潤轉正至8000萬元，成爲繼理想汽車後第二家實現單季度盈利的新勢力企業。
中芯國際：香港交易所信息顯示，國家集成電路產業投資基金股份有限公司在中芯國際的持股比例於03月28日從7.05%降至6.91%，平均股價爲48.2826港元。
老鋪黃金：聯交所已於2025年4月1日就公司實施H股全流通授出上市批準。公司已申請批準將4038.89萬股非上市股份轉換爲4038.89萬股H股上市及買賣。轉換及上市完成後，經轉換H股佔公司已發行股份總數約23.99%。
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