資金動向 | 北水連續6日加倉建設銀行，小米、融創被減持
7月10日，南下資金淨買入港股29.02億港元。
其中：淨買入建設銀行5.87億港元、阿里巴巴-W 5.72億港元、美團-W 4.85億港元、德林控股3.55億港元；淨賣出騰訊控股7.29億港元、小米集團-W 3.78億港元、融創中國1.41億港元。
據統計，南下資金已連續15日淨買入中芯國際，共計94.2536億港元；連續6日淨買入建設銀行，共計23.4321億港元；連續4日淨買入美團，共計34.1627億港元；連續4日淨買入阿里巴巴，共計32.8283億港元。
北水關注個股
阿里巴巴：阿里巴巴在港交所公告，宣佈已完成私募發行本金總額爲120.23億港元、2032年到期的零息可交換債券。債券構成阿里巴巴集團之無擔保及非次級債務。債券不產生定期利息。債券將於2032年7月9日到期，除非根據債券條款於該日期前被提前贖回、回購或交換。
德林控股：德林控股公佈，根據初步計劃，擬代幣化整體價值最高爲5億港元資產，包括位於香港中環威靈頓街92號“德林大廈”的若幹權益；及三項由集團管理基金的資產權益。上述資產將透過Asseto提供的區塊鏈基礎設施進行鏈上映射與合規代幣化，並擬將部分以合規分派方式贈與予以下用戶羣體，分別是公司合資格股東；德林證券(香港)合規用戶；及突觸科技平臺認證用戶。本次分派總金額擬定爲不高於6000萬，且參與者需完成身份驗證及簽署風險披露協議。
建設銀行：中泰證券表示，我國銀行業經營模式從過往的“去財政化、市場化、打破剛兌”的“順週期”模式，逐漸轉變到新模式，具有“弱週期”的特徵：銀行息差下行預計慢於無風險利率，資產質量呈現弱週期性，得益於財政與銀行關聯度增強、底層核心資產有兜底、新生零售風險可控、中小銀行兼併重組化解風險、銀行股息率持續性強；如果無風險利率下行，銀行穩健的股息持續有吸引力，經濟弱復甦大背景下，優質資產較少，且債券利率震盪下行，資產荒增強銀行股吸引力。
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