資金動向 | 北水賣出港股超64億,減倉騰訊近10億,連續5日加倉美團
4月29日,南下資金淨賣出港股64.24億港元。
其中,淨買入美團-W 12.52億、信達生物1.67億;
淨賣出盈富基金36.89億、恆生中國企業12.52億、騰訊控股9.78億、小米集團-W 3.27億、中國海洋石油2.95億、小鵬汽車-W 1.02億。

據統計,南下資金連續9日淨賣出小米,共計54.412億港元;連續5日淨賣出騰訊,共計36.6756億港元;連續3日淨賣出中海油,共計9.1155億港元;連續5日淨買入美團,共計44.2441億港元。
北水關注個股
美團今日漲2.88%,最新報132.1港元/股。中信證券表示,覆盤外賣市場的歷次正面碰撞,補貼短期內對單量增長拉動效應明顯,但並非決定競爭走向的勝負手,多維度的系統性變量如配送效率、商家供給、用戶復購和提頻等更爲核心。
騰訊今日跌1.09%,最新報473港元/股。騰訊對其混元大模型研發體系進行了全面重組,主要圍繞算力、算法和數據三大核心板塊刷新團隊部署,加碼研發投入。此次調整後,騰訊成立了兩個新的部門:大語言模型部和多模態模型部,分別負責探索大語言模型和多模態大模型的前沿技術,持續迭代基礎模型,提升模型能力。
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