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資金動向 | 北水加倉小米近5億港元,連續15日拋售騰訊

6月19日,南下資金淨買入港股14.27億港元。

其中,淨買入小米集團-W 4.95億、建設銀行3.7億、衆安在線2.78億、聯合能源集團1.04億。

淨賣出騰訊控股13.09億、泡泡瑪特8.35億、阿里巴巴-W 2.05億、石藥集團1.47億、美團-W 1.17億。

據統計,南下資金已連續15日淨賣出騰訊,共計173.5164億港元;連續7日淨買入建設銀行,共計43.1973億港元。

北水關注個股

小米集團-W :消息面上,小米公司發佈618銷售戰報,全渠道累計支付金額突破355億元,刷新小米歷年大促紀錄。

衆安在線:消息面上,香港立法會5月21日通過《穩定幣條例草案》,5月30日《穩定幣條例》正式成爲法例,並將於8月1日開始實施。值得一提的是,6月18日,中國人民銀行行長潘功勝在2025陸家嘴論壇上,也首次提及穩定幣。

聯合能源集團:消息面上,中信證券發佈研報稱,三次石油危機均由中東戰爭引發,但長期來看中東戰爭對全球油價的影響效應在逐漸減弱;歷史規律顯示,若戰爭導致油價較戰前上漲50%以上,可能誘發美國經濟衰退。

騰訊控股:花旗上月調高恆指目標價,花旗集團中國股票策略師劉顯達認爲,中東局勢對港股影響不大,加上關稅發展較之前明朗,全球主要央行減息亦降低資金成本,預期明年港股盈利增長可能較今年更佳,因此對港股看法依然正面,並不排除未來有進一步調高目標價的可能。

泡泡瑪特:消息面上,臨近6·18大促尾聲,泡泡瑪特官方出手爲近期爆火的Labubu系列“補庫存”。自6月18日下午開始,泡泡瑪特官方商城小程序多次彈出相關商品的補貨通知,同時在天貓官方旗艦店、抖音潮玩直播間等也大量放貨。受到官方補貨影響,Labubu在二手市場的交易價格應聲下跌。

阿里巴巴-W :阿里表示,旗下中國商業業務淘天集團在今年淘寶天貓618購物節整體表現強勁,453個品牌的成交額破億元人民幣(下同)。今年天貓618用戶規模創新高,購買人數按年雙位數增長。淘寶香港站也迎來歷來最高的參與用戶數,新增用戶較去年同期增逾兩倍。

石藥集團:交銀國際指出,處方藥板塊年初以來表現亮眼,市場的核心關注點包括大型BD出海交易(包括交易預期)、基本面預期變化。板塊層面2025年度賣方一致預測EPS自年初以來上修約2%,但公司之間差異較大,上修幅度較大的多爲創新品種上市節奏較快、基本面持續向好、和/或有BD交易的企業,股價表現也相對較強。

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