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資金動向 | 北水搶籌美團超20億港元,連續7日拋售小米

5月26日,南下資金淨賣出港股15.07億港元。

其中:淨買入美團-W 20.82億港元、中國移動8.42億港元、地平線機器人-W 7.3億港元、建設銀行5.64億港元淨賣出騰訊控股20.92億港元、阿里巴巴-W 17.32億港元、盈富基金14.66億港元、比亞迪股份10.5億港元、小米集團-W 6.95億港元、吉利汽車2.86億港元、鉅子生物2.78億港元、中芯國際1.97億港元、三生製藥1.05億港元

據統計,南下資金已連續15日淨賣出騰訊,共計197.5614億港元;連續7日淨賣出小米,共計31.8971億港元;連續5日淨賣出阿里巴巴,共計35.9883億港元;連續10日淨買入建設銀行,共計76.2568億港元;連續7日淨買入美團,共計59.4859億港元。

北水關注個股

美團:2025年Q1營收865.6億元,同比增18.1%,預估854.4億元;淨利潤100.6億元,預估86.3億元;調整後淨利潤109.5億元,同比增46.2%,預估97.3億元。美團核心本地商業分部今年第一季度的經營溢利達135億元,同比增長39.1%。

中國移動5月20日,在馬耳他召開的3GPP無線接入網第一工作組第121次會議上,中國移動集團級首席專家徐曉東當選工作組主席。這是3GPP創立27年來首次由中國公司代表擔任RAN 1主席職務。3GPP預計2029年完成第一版6G國際標準規範,徐曉東將全程主持RAN 1的6G標準制定會議,深度推動6G無線技術標準規範的制定進程。

地平線機器人深交所公吿,根據《深圳證券交易所深港通業務實施辦法》的有關規定,港股通標的證券名單發生調整,調入地平線機器人-W,自2025年5月26日起生效。

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