資金動向 | 北水加倉美團超10億港元,減持小米、恆生中國企業
5月28日,南下資金淨買入港股35.78億港元。
其中:淨買入美團-W 10.74億港元、中國移動5.97億港元、中國海洋石油5.64億港元、地平線機器人-W 1.81億港元;淨賣出小米集團-W 7.09億港元、恆生中國企業4.29億港元、快手-W 3.98億港元、阿里巴巴-W 3.77億港元、中芯國際2.79億港元。
據統計,南下資金已連續7日淨賣出阿里巴巴,共計46.8408億港元;連續9日淨買入美團,共計89.4159億港元;連續3日淨買入地平線機器人,共計19.7006億港元。

北水關注個股
美團:今日凌晨,美團閃購618大促正式拉開帷幕,閃購酒品類公佈首輪戰報:大促開啓12小時內,白酒整體成交額破三億,同比去年實現超200倍增長,1499飛天茅臺半日內已有超23萬人預約。茅臺、五糧液、劍南春等名酒成交額均破千萬元。
中國海洋石油:中國海油宣佈該公司巴西Mero4項目已於巴西時間5月24日安全投產。Mero油田位於巴西東南部海域桑託斯鹽下盆地,距離里約熱內盧約180公里,水深在1800到2100米之間。此次投產的Mero4項目採用傳統深水鹽下油田的開發模式,即浮式生產儲卸油裝置(FPSO)+水下生產系統。項目部署12口開發井,包括5口生產井,6口水氣交替注入井,1口轉註井。
中芯國際:野村發佈研報指出,中芯國際首季度本地需求強勁,但平均售價(ASP)暫受拖累。報告表示,由於中芯國際今年首季產量中斷,期內收入季增2%,低於指引目標。管理層預期其設備調整的影響將持續至第二季,並預計季內收入將下降4-6%。該行預計,這個暫時性因素或導致第一季12英寸晶圓廠平均售價較上季下跌10%,並預計第二季平均售價將較上季下降6%,隨後在2025年下半年回升。
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