資金動向 | 北水買入港股超83億港元,連續5日加倉建設銀行
5月19日,南下資金淨買入港股84.59億港元。
其中:淨買入建設銀行8.61億、中國移動8.12億、盈富基金7.97億、泡泡瑪特5.24億、阿里巴巴-W 4.48億、三生製藥4.01億、美團-W 3億、農業銀行2.51億、中芯國際1.82億、華虹半導體1.37億;淨賣出騰訊控股4.72億、小米集團-W 3.19億。
據統計,南下資金已連續10日淨賣出騰訊,共計135.9903億港元;連續5日淨買入建設銀行,共計43.1955億港元;連續5日淨買入中國移動,共計21.2865億港元。

北水關注個股
建設銀行:向港交所申請150億美元中期票據計劃上市。
泡泡瑪特:摩根士丹利近日因三大原因調高泡泡瑪特目標價,上調9.8%至224港元,對應今年預測市盈率約40倍,明年30倍。大摩還將最牛目標價調高12.3%至273港元,最熊目標價亦調高14.1%至97港元,重申“增持”。
阿里巴巴-W:紐約時報稱,美國白宮及國會官員在過去數個月來一直審查蘋果與阿里巴巴的AI合作計劃,因蘋果希望將人工智能Apple Intelligence引入中國,而阿里巴巴是合作夥伴之一。
農業銀行:截至今年3月末,農業銀行科技型企業貸款餘額1.97萬億元,較年初增長超2500億元,科技相關產業貸款餘額3.76萬億元,增長超6000億元,增速超24%。
中芯國際:英國金融時報援引知情人士稱,美國商務部正在考慮將包括長鑫存儲在內的更多中國公司列入出口管制清單。商務部工業及安全局(BIS)已經起草一份清單,其中還包括中芯國際和長江存儲的子公司。
小米集團-W:雷軍發文宣佈,小米自主研發設計的3nm製程手機處理器芯片玄戒O1即將亮相。
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