資金動向 | 北水連續3日加倉美團，拋售小米超15億港元
6月24日，南下資金今日淨買入港股25.89億港元。
其中：淨買入美團-W 7.85億、中芯國際7.23億、建設銀行6.93億、信達生物5.99億、泡泡瑪特5.26億；
淨賣出小米集團-W 15.51億、騰訊控股9.44億、阿里巴巴-W 7.51億、小鵬汽車-W 4.2億、中國海洋石油3.41億。
據統計，南下資金已連續18日淨賣出騰訊，共計196.752億港元；連續5日淨賣出阿里巴巴，共計27.4993億港元；連續3日淨賣出小米，共計19.0543億港元；連續10日淨買入建設銀行，共計65.4647億港元；連續4日淨買入中芯國際，共計19.5983億港元；連續3日淨買入美團，共計25.1829億港元。
北水關注個股
美團-W：中金公司指出，美團優選被報道關停部分區域，後續將聚焦優勢區域，僅保留廣東、杭州等地業務，收縮速度超市場預期。同時美團閃購和小象超市優先級提升：公司將全面拓展閃購品類，進一步拓展門店和閃電倉；繼續擴大小象超市覆蓋區域，逐步拓展到所有一二線城市。此外，公司亦強調保持海外積極開拓節奏。
信達生物：6月19日，CDE官網顯示，信達生物CLDN-18.2 ADC產品IBI343擬納入突破性治療品種，用於至少接受過兩種系統性治療的CLDN18.2表達陽性的局部晚期或轉移性胰腺癌。此前，IBI343用於至少接受過二種系統性治療的CLDN18.2表達陽性的晚期胃/胃食管交界處腺癌、至少接受過一種系統性治療的CLDN18.2表達陽性的晚期胰腺導管腺癌都已被納入突破性治療。
泡泡瑪特：摩根大通研究報吿指，儘管官媒發表評論要求加強盲盒監管，但泡泡瑪特主要目標客羣為18至45歲，與主要面向中小學生的盲卡不同年齡層，預期零售商將更嚴格執行年齡控制要求，但這也不太可能影響泡泡瑪特的銷售，予其“增持”評級，目標價為330港元，認為近期股價疲軟為“抄底”機會。
小米集團-W：大和發表研究報吿指，小米集團的IoT業務高端化推動其長期增長，集團透過新增家電產品實現物聯網產品線多元化，且長期關注物聯網高端化及海外擴展，重申小米“買入”評級，12個月目標價從70港元上調至78港元。基於小米集團物聯網前景和盈利能力的改善，大和將其2025至2027年每股盈利預測上調1%至13%。
中國海洋石油：國際原油期貨結算價大幅收跌，WTI原油期貨8月合約跌7.22%，布倫特原油期貨8月合約跌7.18%。此次暴跌使油價跌破6月12日水平，即以色列空襲伊朗前日價格，市場風險溢價隨中東局勢緩和快速消退。
騰訊控股：6月24日回購98.5萬股，共耗資約5億港元，為連續第二十七日回購，今日回購價格介於505.5至510港元之間。
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