資金動向 | 北水拋售泡泡瑪特超6億港元，連續6日搶籌建設銀行
6月18日，南下資金淨買入港股12.42億港元。
其中，淨買入建設銀行2.09億。
淨賣出騰訊控股6.12億、泡泡瑪特6.11億、港交所4.22億、中國銀行2.71億、小米集團-W 2.61億、中國海洋石油2.05億。
據統計，南下資金已連續14日淨賣出騰訊，共計160.4264億港元；連續5日淨賣出中國海洋石油，共計18.5697億港元。連續6日淨買入建設銀行，共計39.4971億港元。
北水關注個股
建設銀行：消息面上，摩根大通發表研究報吿指，中央明確表明今年的地方政府專項債券中有部分會用於消化地方政府拖欠的企業賬款，政策正逐步落地，湖南省新增專項債務1,465億元人民幣中，有200億元人民幣指明將用於解決拖欠企業賬款，預料未來會有更多地方政府將跟隨，有助緩解企業資產質量風險，對內地銀行股價表現有利。
騰訊控股：此前國泰海通指出，當前正處在人工智能等技術引領的新一輪科技浪潮中，AI正加速滲透至經濟和社會的各個層面，中國在人才和技術方面有着雄厚的基礎，國內科技產業有望受益於本輪科技浪潮，港股中雲集諸多稀缺優質資產的恒生科技板塊更加值得重視。
泡泡瑪特：機構認為，雖然新消費擁擠度已然升高，但是要看到新消費現象並非僅僅依靠資金短期博弈，其熱度背後有着長期邏輯支撐，行業具備景氣度、政策、技術創新以及趨勢性發展邏輯，看好行業未來成長空間和中長期結構性投資機會。不過，也有分析認為，2025年內還是需要審慎看待更廣泛的新消費擴散行情。
小米集團-W：消息面上，招商證券國際研究報吿指，小米創始人雷軍宣佈小米首款SUV車型YU7將於6月底的新品會發布，預計7月上市。發佈會將同時推出多款新品，包括15S手機及搭載自研玄戒O1晶片的平板7SPro等。該行認為，小米YU7產品力強，線索量為SU7三倍，預示爆款潛力巨大，明年有望翻倍增長。
中國海洋石油：消息面上，中東局勢近期緊張形式依舊，市場持續聚焦國際油價的波動。週二，國際原油期貨結算價大幅收升，WTI 7月原油期貨升4.28%，布倫特8月原油期貨升4.4%。
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