資金動向 | 北水斥資近72億港元南下，瘋狂掃貨騰訊控股、美團
4月15日，南下資金淨買入港股72.03億港元。
其中：淨買入盈富基金7.91億港元、騰訊控股7.47億港元、美團-W 5.23億港元、中國移動4.03億港元、泡泡瑪特2.35億港元、赤峯黃金1.75億港元、中國海洋石油1.4億港元、快手-W 1.06億港元；淨賣出中芯國際7.92億港元、小米集團-W 5.2億港元、阿里巴巴-W 2.18億港元。
據統計，南下資金連續8日淨買入美團，共計52.0617億港元；連續8日淨買入中海油，共計37.9839億港元。
北水關注個股
騰訊控股：中銀國際發表研報指出，其覆蓋的中國互聯網龍頭股份，例如京東集團、美團、阿里巴巴及騰訊控股在美國的收入有限，相關企業大部分收入來自中國國內電子商務、廣吿、遊戲及外賣。考慮到潛在的消費刺激計劃政策，以及人工智能技術應用增加帶來的生產率提高，中銀國際推薦互聯網服務行業，首選騰訊，其後依次為美團、阿里、京東、拼多多。
美團：4月15日，美團式發佈即時零售品牌“美團閃購”。該品牌定位為“24小時陪伴消費者的新一代購物平台”，聯合全國近3000個縣市區旗的零售商、品牌商與本地中小商家，將服務全國10億消費者的日常購物需求。即日起，美團閃購將免費送出三十萬份數碼家電、日用百貨類“開門好禮”，提供1分錢搶88元神券包福利，同時將持續聯合多家品牌零售商開展“超級大牌日”活動，發放最高200元的品牌專屬神券。
中國移動：由中國移動承建的全國首個“四算合一”算力網絡調度平台日前正式投入使用。“四算合一”是指將通用算力、智能算力、超級算力和量子算力四種計算能力融合的算力體系。據瞭解，該算力調度平台可以支持每天上億次的算力調用，能調度全國1/6的算力規模，算網一體化效率提升20%。平台自有智算中心的芯片國產化率超過90%，兼容8種國產AI芯片，對保障供應鏈安全、推動國家數字經濟高質量發展具有重大意義。
赤峯黃金：平安證券認為，中長期來看，美國政治不穩定性顯現，其貿易政策對美國自身經濟亦帶來較大損害，美元信用及國際貨幣地位或將呈現加速弱化，美債資產安全性同步下降，此背景下黃金的底層儲備屬性放大趨勢不變，黃金投資意願或將持續上升。
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