資金動向 | 北水豪擲4.73億港元掃貨藥明生物，連續8日加倉小米
4月11日，南下資金淨買入港股57.8億港元。
其中：淨買入藥明生物4.73億港元、中國海洋石油2.86億港元、泡泡瑪特2.42億港元、香港交易所2.39億港元、華虹半導體1.91億港元、小米集團-W 1.78億港元、阿里巴巴-W 1.71億港元、零跑汽車1.68億港元；淨賣出快手-W 1.49億港元、騰訊控股1.34億港元。
據統計，南下資金連續8日淨買入小米，共計97.5411億港元；連續7日淨買入美團，共計46.822億港元；連續7日淨買入中海油，共計36.5746億港元；連續5日淨買入阿里，共計113.4719億港元。
北水關注個股
藥明生物：中泰證券表示，1）醫藥中的主線成長方向創新藥預計不受關税影響；2）醫藥板塊具備較多內需方向，如醫療服務、藥店、中藥等，均不受關税影響，且當下在底部區間；3）部分血製品、醫療設備等板塊有望受益於相互關税下的國產替代。4）中國直接出口美國的終端藥品佔比較低，相關公司較少，對板塊整體影響有限。
中國海洋石油：中國海洋石油公吿，公司實控人中國海油集團計劃於本公吿日起的12個月內增持公司A股和港股股份，擬增持金額累計不少於人民幣20億元（含本數），不超過人民幣40億元（含本數）。資金來自於中國海油集團的自有資金。
泡泡瑪特：泡泡瑪特董事長兼CEO王寧發佈《組織架構全面升級，推進集團全球化戰略目標》全員信，宣佈即日起啟動全球組織架構全面升級。此次升級的核心是聚焦區域戰略，在大中華區、美洲區、亞太區、歐洲區設置區域總部，泡泡瑪特國際集團高級副總裁文德一將兼任集團聯席COO，與司德共同負責集團在全球業務的管理及運營工作。架構顯示，文德一負責亞太區和歐洲區運營與管理，司德負責大中華區和美洲區運營與管理。
華虹半導體：里昂發表研究報吿指，針對中國對美國商品的報復性關税，中國半導體行業協會已澄清，集成電路(IC)的“原產地”指的是晶圓製造所在地。該行認為，美國的整合設備製造商(IDMs)將主要受到影響。同時，市場可能會出現對模擬芯片的國內替代需求增加的情況，認為模擬芯片製造商，包括IC設計公司和晶圓代工廠，將因此受益。其中，該行認為華虹半導體是主要的受益者之一，予其H股目標價30.6港元，評級“跑贏大市”。
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