資金動向 | 北水豪擲近120億港元掃貨港股,加倉美團、中國移動
5月27日,南下資金淨買入港股119.75億港元。
其中:淨買入盈富基金52.58億港元、美團-W 19.19億港元、恆生中國企業11.31億港元、地平線機器人-W 10.58億港元、中國移動5.93億港元、中國銀行3.73億港元、泡泡瑪特2.14億港元、建設銀行1.78億港元、小米集團-W 1.14億港元;淨賣出騰訊控股11.79億港元、阿里巴巴-W 7.07億港元、理想汽車-W 2.01億港元、鉅子生物1.74億港元。
據統計,南下資金已連續16日淨賣出騰訊,共計209.3514億港元;連續6日淨賣出阿里巴巴,共計43.0674億港元;連續11日淨買入建設銀行,共計78.041億港元;連續8日淨買入美團,共計78.6759億港元;連續2日淨買入地平線機器人,共計17.8808億港元。

北水關注個股
美團:5月27日,美團宣佈將於5月28日至6月18日開啓618大促活動。此次活動聯合百大餐飲、零售品牌,首次覆蓋“餐飲外賣+購物”生活消費全品類,旨在爲消費者打造吃喝購物都低價的消費體驗。
泡泡瑪特:美銀證券發表報告,將泡泡瑪特2025及2026年預計非國際財務報告準則(non-IFRS)淨利潤預測分別上調5%和6%,並將目標價由236港元上調至275港元,評級“買入”。泡泡瑪特仍是該行在中國消費品板塊的首選之一。
小米集團:5月27日,小米集團發佈2025年第一季度業績報告顯示,2025年Q1小米營收同比增長47.4%至1113億元;經調整淨利潤首次突破百億,達到107億元,同比增長64.5%。
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