資金動向 | 北水賣出港股超2億港元，搶籌建設銀行、中國移動
5月15日，南下資金今日淨賣出港股2.21億港元。
其中，淨買入建設銀行9.77億、中國移動6.66億、微盟集團1.13億、理想汽車-W 1.13億；淨賣出騰訊控股23.6億、泡泡瑪特4.22億、中芯國際3.01億、美團-W 2.41億。
據統計，南下資金已連續8日淨賣出騰訊，共計123.5202億港元；連續4日淨賣出中芯國際，共計18.4265億港元；連續3日淨買入建設銀行，共計23.178億港元；連續3日淨買入中國移動，共計10.9663億港元。
北水關注個股
建設銀行：中國人民銀行於5月15日起下調金融機構存款準備金率0.5個百分點，向市場提供約1萬億元長期流動性；此次調整旨在促進金融機構支持實體經濟，尤其是汽車金融和租賃領域。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。這對於銀行股來說是一個直接的利好。
微盟集團：騰訊發佈全員信，涉及WXG事業羣調整。主要內容包括：成立電商產品部，負責微信內交易模式的探索，加速發展交易基建及交易生態，運營微信交易新模式；開放平臺基礎部更名爲開放平臺部，負責微信公衆號和小程序產品的策劃、研發和運營工作。
理想汽車：大和發研報指出，近日與管理層溝通後已重新審視估值模型，仍看好理想在車型升級和海外擴張方面的長期增長。理想汽車計劃在今年7月至8月推出新款純電動SUV i8，年底或推出i6，兩款新車型價格介乎20萬至40萬元。大和預期今年全年銷量將逐步回升，重申“跑贏大市”評級，美股目標價從23.4美元升至32.5美元。
騰訊控股：一季度，騰訊實現營收1800.2億元，同比增長13%。馬化騰表示，今年一季度騰訊高質量收入保持堅實的增長態勢。AI能力已經對效果廣告與長青遊戲等業務產生實質性的貢獻，亦加大對元寶應用與微信內的AI等新AI機遇的投入。
泡泡瑪特：摩根士丹利發佈研究報告指，由於Labubu v3在全球的需求強勁，尤其是美國，將帶動新店開業，這將會是2025至2026年的關鍵增長因素。此外，中美貿易局勢紓緩，關稅帶來的利潤影響可能會小於預期。摩根士丹利將泡泡瑪特目標價由204港元上調至224港元，給予“增持”評級。
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