資金動向 | 北水減倉騰訊超21億、小米超14億,買入信達生物、美團
6月9日,南下資金淨買入港股7.17億港元。
其中,淨買入信達生物11.25億、美團-W 10.46億、理想汽車-W 4.52億、石藥集團4.08億、三生製藥2.65億;
淨賣出騰訊控股21.41億、小米集團-W 14.52億、阿里巴巴-W 9.4億、泡泡瑪特1.45億、中芯國際1.09億。
據統計,南下資金已連續16日淨買入美團,共計175.2673億港元;連續7日淨賣出騰訊,共計80.5292億港元;連續5日淨賣出小米,共計56.3027億港元;連續4日淨賣出中芯國際,共計6.271億港元。

北水關注個股
信達生物今日漲8%,報79港元/股。信達生物於ASCO年會上口頭報告IBI363在非小細胞肺癌(NSCLC)、結腸癌(CRC)和黑色素瘤的最新一期臨牀數據。高盛發表研究報告指出,與摘要相比,研究數據對於客觀緩解率(ORR)及無進展生存期(PFS)數據更爲正面,特別是在免疫療法治療的鱗狀細胞/腺癌型NSCLC中顯示出令人鼓舞的總生存期(OS)。信達生物當前股價被低估,未能完全體現其強勁的收入和產品線價值,予其“買入”評級,同時對IBI363的2035年風險調整銷售預測,由原預期的14億美元提高至32億美元,考慮到該產品預期將於2028年上市,將公司2025至2027年每股盈利預測維持0.44、1.48和2.41元不變。
騰訊控股今日微漲0.58%,報518港元/股。騰訊控股6月9日回購96.8萬股股票,每股回購價格爲513港元-520.5港元,共耗資約5.01億港元。
小米集團-W今日漲1.98%,報54.15港元/股。小米SU7已交付超過25萬輛。
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