資金動向 | 北水拋售港股超185億港元，大肆減倉騰訊、小米、中芯國際
5月12日，南下資金淨賣出港股185.28億港元，淨賣額創2021年2月24日以來單日新高，也是歷史第二大單日淨賣出。
其中：淨買入比亞迪電子1.21億、中國海洋石油1.13億；
淨賣出盈富基金56.02億、騰訊控股36.65億、小米集團-W 21.16億、中芯國際9.14億、恒生中國企業7.56億、小鵬汽車-W 6.66億、美團-W 4.67億、農業銀行3.29億、中國移動2.84億、阿里巴巴-W 2.39億。
據統計，南下資金已連續5日淨賣出騰訊，共計84.2934億港元；連續5日淨賣出小米，共計61.0979億港元。
北水關注個股
比亞迪電子：中美發表聯合聲明互相削減關税，建立機制持續磋商。其中，美方保留加徵剩餘10%的關税，取消或暫停其它加徵關税；中國將相應修改對美國商品加徵的從價關税。信達證券此前指出，自關税政策頒佈以來，國內消費電子優質個股大幅回調，目前估值已顯露較大空間。此外，關税政策持續惡化的可能性也在不斷縮小，但目前仍需觀察越南、印度、新加坡、墨西哥等地的關税政策變化。總體看，該行認為如果後續關税沒有非理性發展，則行業整體估值修復的可能性較大。
中國海洋石油：東吳證券發佈研報稱，全球原油市場呈現短期需求韌性延續與長期達峯節奏分化的特徵，疊加供給端擾動及成本支撐，油價或維持高位震盪。建議關注高景氣+高紅利+成品油消費税改革利好企業，推薦三桶油等標的，並提示關注成品油消費税改革帶來的行業格局優化。
騰訊控股：里昂重申對騰訊的“高度確信跑贏大市”評級，預測首季業績將表現穩健，收入料同比增長10%至1753億元，經調整息税前利潤(EBIT)料同比增長15%至673億元，主要受惠於遊戲業務及廣吿業務的增長，當中遊戲收入料增長15.8%，線上廣吿收入料增長17.4%。
小米集團：有媒體稱，小米汽車SU7 Ultra選配碳纖維雙風道前艙蓋，被揭發無助散熱提升汽車性能，觸發退車潮。5月7日晚間，小米汽車發佈《關於大家關心問題的回答》，對碳纖維雙風道前艙蓋問題致歉，並給出了補償方案。小米創辦人雷軍也發文承認，目前是小米最艱難的時間。
小鵬汽車：集團旗下飛行汽車公司小鵬匯天迎來重要里程碑，公司5月9日表示“陸地航母”飛行體(代號：X3-F)生產許可證(PC)申請正式獲得民用航空中南地區管理局受理，標誌着飛行汽車產品量產體系開始接受局方審查。
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