資金動向 | 北水買入港股超22億港元，加倉建設銀行、阿里巴巴
5月13日，南下資金今日淨買入港股22.61億港元。
其中：淨買入建設銀行5.79億、阿里巴巴-W 5.33億、中國海洋石油3.53億、中國移動3.2億、工商銀行2.87億、優必選2.52億；淨賣出騰訊控股6.63億、中芯國際2.27億、泡泡瑪特1.9億、小米集團-W 1.49億、快手-W 1.1億。
據統計，南下資金已連續6日淨賣出騰訊，共計90.93億港元；連續6日淨賣出小米，共計62.5939億港元。
北水關注個股
建設銀行：中國人民銀行行長潘功勝日前在國新辦發佈會上宣佈：降準0.5個百分點，預計向市場提供長期流動性約1萬億。有分析指出，降準後，銀行的資金面會變得更加寬鬆，有更多的資金可用於發放貸款。華泰證券研報指出，25Q1上市銀行營收、PPOP、歸母淨利潤同比-1.7%、-2.0%、-1.2%，息差下降、債市波動爲業績下滑主要拖累。大行、股份行歸母淨利潤增速轉負，部分區域行業績韌性較強。一季度銀行息差仍處於下行通道，且年初以來債市利率波動，拖累營收利潤增速。預計在年初集中重定價壓力下，一季度爲業績低點，全年有望修復。
阿里巴巴：阿里巴巴Qwen宣佈5月12日正式發佈 Qwen3 的量化模型。Qwen3量化模型支持通過Ollama、LM Studio、SGLang和vLLM等多種平臺進行部署，提供GGUF、AWQ和GPTQ等多種格式，方便用戶實現本地部署。同時，用戶可在Hugging Face和ModelSope上查找Qwen3系列中的所有模型。
優必選：5月12日，華爲與優必選科技在深圳正式簽署全面合作協議。雙方將圍繞具身智能和人形機器人領域，在產品技術研發、場景應用及產業體系等開展創新合作。通過發揮華爲昇騰、鯤鵬、華爲雲及大模型等技術創新能力和華爲在研發、生產供應等經驗，結合優必選全棧式人形機器人技術優勢，加速推動人形機器人從實驗室創新向工業、家庭等場景的效率提升和落地複製。
小米集團：就訴聚好看科技股份有限公司商業詆譭一案，小米法務部官方微博發佈聲明表示，近日，收到法院終審判決，駁回聚好看公司的上訴，維持原判。
中芯國際：交銀國際發研報指出，中芯國際今年首季收入爲22.47億美元，按季升2%，低於之前指引下限的按季增6%。但毛利率22.5%，則超過先前指引上限的21%，顯示韌性仍強。該行估算期內或增加超過1萬片12吋月產能，而平均售價則按季減9%。管理層重申不主動降價的策略，並解釋收入不如預期主要因期內設備維護出現突發狀況，影響到開始部分開始生產的晶圓。
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