資金動向 | 北水淨買入港股逾66億港元,加倉小鵬汽車、中芯國際
南下資金今日淨買入港股66.83億港元。
其中:淨買入小鵬汽車-W 8.72億、中芯國際7.68億、建設銀行1.67億、國泰君安國際1.42億;淨賣出阿里巴巴-W 14.87億、小米集團-W 8.13億、騰訊控股1.74億、美團-W 1.73億。
據統計,南下資金已連續25日淨賣出騰訊,共計235.8389億港元;連續5日淨賣出阿里巴巴,共計63.0814億港元;連續11日淨買入中芯國際,共計85.6346億港元。

北水關注個股
小鵬汽車-W:花旗予小鵬汽車“買入”評級及目標價29美元,G7定價符合預期。
阿里巴巴-W:擬發行約120億港元零利息可交換債券,其中阿里巴巴可以選擇交付阿里健康股份履行交換義務。
小米集團-W:小米汽車6月銷量超2.5萬輛,環比回落約3000輛。另外,小米創辦人雷軍透露,小米汽車目前國內排隊的人實在太多,所以這兩年先優先把國內的交付問題解決以後,大概2027年才會考慮出口。
中芯國際:國家集成電路產業投資基金股份有限公司在中芯國際的持股比例於7月2日從5.01%降至4.97%,平均股價為43.9港元。
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