資金動向 | 北水爆買港股超153億港元,連續3日加倉小米
4月7日,港股暴跌之際,南下資金淨買入港股153.73億港元。
其中:淨買入小米集團-W 25.35億、騰訊控股19.37億、中國移動11.64億、中國海洋石油11.48億、中芯國際9.64億、泡泡瑪特5.84億、美團-W 5.53億;淨賣出阿里巴巴-W 19.48億、小鵬汽車-W 8.94億、信達生物4.21億、快手-W 2.27億。
據統計,南下資金連續6日淨買入中芯國際,共計31.0076億港元;連續6日淨買入騰訊,共計49.5534億港元;連續3日淨買入小米,共計55.0883億港元。

北水關注個股
小米集團-W今日大跌超10%。標準普爾全球評級確實針對小米集團出具了一份最新的評級報告。根據報告內容,4月1日,標普將小米的信用評級從“BBB-”上調至“BBB”,評級展望由“正面”調整爲“穩定”。
阿里巴巴-W漲超17%。據港交所文件,摩根大通在阿里巴巴-W的持股比例於3月31日從6.23%降至6.00%。
信達生物今日跌超21%。麥格理髮表報告指出,儘管信達生物去年業績看似強勁,但如撇除與馴鹿生物的交易,估計其將錄得6億元人民幣虧損。雖然該行將其目標價由35港元上調至38港元,但對於公司未來藥品降價以及瑪仕度肽(mazdutide)上市後的銷售情況仍持審慎態度。
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