資金動向 | 北水淨買入港股近79億港元，加倉美團、建設銀行
6月23日，南下資金淨買入港股78.95億港元。
其中，淨買入美團-W 15.15億、建設銀行8.43億、中芯國際6.78億、泡泡瑪特4.11億、華虹半導體1.5億；
淨賣出阿里巴巴-W 12.86億、中國海洋石油3.26億、小米集團-W 3.18億、石藥集團2.01億、騰訊控股1.44億。
據統計，南下資金已連續17日淨賣出騰訊，共計187.3059億港元；連續4日淨賣出阿里巴巴，共計19.986億港元；連續9日淨買入建設銀行，共計58.5327億港元。
北水關注個股
美團-W：今日中午，美團宣佈將全面拓展即時零售，推動零售新業態提質升級，爲用戶提供更有質價比的產品和服務。美團旗下包括美團優選、美團閃購、小象超市在內的多業務均進行相應的升級調整。美團官宣此次戰略轉型升級舉措後，資本市場隨即作出反應。截至收盤，美團股價逆勢上漲2.18%，報131.40港元。
中芯國際：據《華爾街日報》援引知情人士稱，一位美國官員已告知全球領先的半導體公司，計劃取消允許它們在中國使用美國技術的豁免。據稱，美國商務部負責產業與安全的副部長凱斯勒本週告訴三星電子、SK海力士和臺積電，希望取消這些豁免。目前，這三家公司享受全面豁免，允許它們將美國芯片製造設備運送到其在中國的工廠，而無需每次都單獨申請許可證。
中國海洋石油：中信證券指出，隨着美國加入攻擊伊朗核設施，中東形勢有進一步擴大趨勢，預計油價將大幅上行，短期內油價將持續高位波動，關注矛盾是否進一步激化及原油基礎設施港口等運行條件。綜合來看，短期布倫特原油期貨價格有望突破80美元/桶並進一步上探，預計在70-100美元/桶區間震盪。若需求不及預期且OPEC+持續增產，中樞將逐步下移。
小米集團-W：6月23日上午，雷軍發文稱，大家期待的小米YU7，小米的首款SUV將於6月26日（本週四）晚7點正式發佈。同場發佈的新品還有：小摺疊手機Xiaomi Flip2、搭載玄戒O1旗艦芯片的小米平板7S Pro、以及一款“面向下一個時代的個人智能設備”等。
阿里巴巴-W：阿里巴巴集團CEO吳泳銘6月23日發佈全員郵件宣佈，即日起，餓了麼、飛豬加入阿里中國電商事業羣。行業人士分析稱，過去兩個月，淘寶閃購協同各方展現出的業務潛力，促使阿里進一步堅定了加大投入、整合資源的決心。特別是即時零售領域，淘寶閃購與餓了麼將加強協同，全面打通各項資源。
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