資金動向 | 北水賣出港股超11億港元,美團、建設銀行獲加倉
5月23日,南下資金淨賣出港股11.39億港元。
其中:淨買入美團-W 8.42億、建設銀行6.22億、信達生物4.11億、中國海洋石油3.31億、小鵬汽車-W 2.88億、中國銀行1.97億、石藥集團1.47億;淨賣出盈富基金23.24億、騰訊控股15.65億、小米集團-W 6.53億、阿里巴巴-W 6.52億、康方生物1.86億。
據統計,南下資金已連續14日淨賣出騰訊,共計176.6414億港元;連續6日淨賣出小米,共計24.9395億港元;連續4日淨賣出阿里巴巴,共計18.6683億港元;連續9日淨買入建設銀行,共計70.6071億港元;連續6日淨買入美團,共計38.6659億港元。

北水關注個股
信達生物:國家藥品監督管理局藥品審評中心官網顯示,信達生物的PD-1/IL-2雙特異性抗體融合蛋白IBI363擬納入突破性療法,用於治療經含鉑化療及抗PD-1/PD-L1免疫治療失敗的局部晚期或轉移性鱗狀非小細胞肺癌。
中國海洋石油:建銀國際將中國海洋石油的目標價從21港元降至19.6港元,維持“跑贏大市”評級,下調今明兩年純利預測。
小鵬汽車-W:小鵬汽車聯席總裁顧宏地接受採訪時表示,小鵬汽車希望在2026年向消費者推出飛行汽車產品。
中國銀行:收到證監會《關於同意中國銀行股份有限公司向特定對象發行股票註冊的批覆》(證監許可〔2025〕1079號),向特定對象發行A股股票申請獲得同意註冊。
小米集團-W:5月22日晚,小米召開了以《新起點》為主題的新品發佈會,正式發佈首款旗艦處理器玄戒O1、首款長續航4G手錶芯片玄戒T1。其中,玄戒O1以“3nm”讓互聯網再次燃了,小米憑此正式成為繼蘋果、高通、聯發科後,全球第四家發佈自研3nm手機處理器芯片的企業,並已開始大規模量產。
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