資金動向 | 北水掃貨港股近44億港元，美團、衆安在線獲大手筆加倉
5月29日，南下資金淨買入港股43.82億港元。
其中：淨買入美團-W 10.44億港元、衆安在線7.56億港元、石藥集團3.65億港元、泡泡瑪特1.78億港元；淨賣出中芯國際5.57億港元、小米集團-W 5.29億港元、小鵬汽車-W 4.83億港元、阿里巴巴-W 3.36億港元、騰訊控股1.41億港元。
據統計，南下資金已連續8日淨賣出阿里巴巴，共計50.2094億港元；連續10日淨買入美團，共計99.8559億港元。
北水關注個股
美團：5月29日，美團閃購618發佈了酒品類首日戰報，自5月28日啓動以來的24小時內，酒類整體成交額與去年同期相比增長超18倍。其中，白酒首12小時成交額即破3億元，首日成交額與去年同期相比增長逾70倍，多品牌持續熱銷。啤酒作爲即時零售優勢品類，首日賣出近千萬瓶。年輕人喜歡的洋酒、葡萄酒、雞尾酒、調酒等潮飲品類年同比增長超三位數。
衆安在線：國金證券近日發佈報告稱，香港立法會正式三讀通過《穩定幣條例草案》，預計今年底前，機構可向香港金管局申請成爲合規的穩定幣發行商。該行認爲，衆安持股43.43%衆安銀行股權，衆安銀行爲香港首家爲穩定幣發行方，提供儲備銀行服務的數字銀行，也與金管局首批沙盒參與者之一的圓幣創新科技合作，由於虛擬資產業務佈局深入，估計有望長期受益。國金證券維持給予衆安在線“買入”評級。
泡泡瑪特：建銀國際發表研究報告，首次給予泡泡瑪特“優於大市”評級，目標價爲256港元，對應未來12個月預測市盈率約50倍。該行預測公司未來盈利增長前景向好，2025至2027年收入及盈利年均複合增長率將達到38%及44%。該行指出，泡泡瑪特新產品可持續推動增長，加上持續在全球市場擴張，年初至今預料已開設逾35間分店及20間無人商店，相信今年開設100間海外門店的目標可達成，目前預測2025財年收入及盈利將分別增長66%及82%。
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