資金動向 | 北水加倉建設銀行超11億港元，持續拋售騰訊、中海油
6月17日，南下資金淨買入港股63.02億港元。
其中，淨買入建設銀行11.22億、阿里巴巴-W 5.99億、泡泡瑪特2.71億、美團-W 2.22億、小米集團-W 2.2億、南京熊貓電子股份1.65億、衆安在線1.3億；
淨賣出騰訊控股7.13億、石藥集團6.17億。
據統計，南下資金已連續13日淨賣出騰訊，共計154.3008億港元；連續4日淨賣出中國海洋石油，共計16.5136億港元。
連續5日淨買入建設銀行，共計37.402億港元；連續3日淨買入美團，共計25.5594億港元。
北水關注個股
建設銀行：長江證券指出，國有大行重點推薦港股紅利價值。目前A股攤薄後股息率已經接近4%的關口，而H股依然具備低估值優勢，六大國有行H股平均折價率近期再度收斂至16%，觸及前期3月低點，考慮到險資港股通紅利稅優惠，預計H股價差仍有繼續收斂的空間，目前建設銀行H攤薄後股息率依然達到5.5%以上。
阿里巴巴-W ：6月17日，阿里巴巴通義團隊開源了全新的千問3量化模型，完成基於蘋果硬件的MLX框架的全系模型深度適配。MLX框架是專爲蘋果芯片優化的機器學習框架，在AI開源社區廣受關注。此次千問3一次性推出32個官方MLX量化模型，包含4bit、6bit、8bit和BF16等不同精度，可滿足開發者在Mac Studio、Macbook、iPhone等不同蘋果硬件上部署大模型的需求。
泡泡瑪特：旗發表研報指，泡泡瑪特具標誌性的IP在全球的知名度不斷提升，且成功推出新產品。隨著愈來愈多的公司加入流行玩具行業，但泡泡瑪特擁有獨特的IP孵化和產品開發能力，而其以內容爲導向的行銷策略，以及強大的新產品推出渠道，應可持續提升其頂級IP LABUBU在全球的知名度，而其他經典IP亦將成爲新的增長動力。
騰訊控股：6月17日回購98萬股股票，每股回購價格爲507港元-514港元，共耗資約5億港元。自回購決議獲通過之日起，集團累計購回2,155.3萬股，佔已發行股份約0.23455%。
石藥集團：華安證券策略研究團隊分析，創新藥交易擁擠度已經觸及此前幾輪高點，當前仍然處於過熱狀態。據該團隊統計，截至6月13日，創新藥交易擁擠度達到3.9%、處於97.7%分位水平。
中國海洋石油：高盛表示，如果伊朗出口基礎設施遭受潛在損害，導致伊朗供應減少175萬桶/日並持續6個月，布油價格可能在夏季漲至略高於90美元/桶，而此後美國頁巖油以外的強勁供應增長將使布油在2025年第四季度再次回落至59美元。
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