资金动向 | 北水狂买港股超120亿，中芯国际连获12日加仓热捧

格隆汇2025-07-07

7月7日，南下资金净买入港股120.67亿港元，为5月6日以来最大单日净买入额。其中：净买入盈富基金24.99亿港元、美团-W 7.17亿港元、建设银行6.21亿港元、腾讯控股5.42亿港元(终结连续25日净卖出态势)、快手-W 5.3亿港元、中芯国际5.11亿港元、小米集团-W 3.28亿港元、阿里巴巴-W 2.84亿港元、国泰君安国际2.54亿港元、信达生物2.47亿港元；净卖出泡泡玛特...

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days","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00939":0.9,"01801":0.9,"00981":1,"03143":0.6,"HSTECH":1,"01024":0.9,"03690":0.9},"content_text":"7月7日，南下资金净买入港股120.67亿港元，为5月6日以来最大单日净买入额。其中：净买入盈富基金24.99亿港元、美团-W 7.17亿港元、建设银行6.21亿港元、腾讯控股5.42亿港元(终结连续25日净卖出态势)、快手-W 5.3亿港元、中芯国际5.11亿港元、小米集团-W 3.28亿港元、阿里巴巴-W 2.84亿港元、国泰君安国际2.54亿港元、信达生物2.47亿港元；净卖出泡泡玛特2.35亿港元。据统计，南下资金已连续12日净买入中芯国际，共计90.7469亿港元；连续7日净买入信达生物，共计22.8939亿港元；连续3日净买入建设银行，共计8.4897亿港元。北水关注个股美团：交银国际发布研报称，该公司7月因行业补贴战单日峰值超1.2亿，预计3季度日单均值约7500万，同比增速11-12%。预计3季度补贴战虽会导致CLC(核心本地商业)利润降9%，但长期来看，美团仍在行业中具有领先优势，有较大概率维持市场占有率，仍具有运营利润持平可能性。维持美团“买入”评级，给予目标价165港元。快手：中银国际发表报告，预计快手将于8月下旬公布第二季业绩，营业额较去年同期增长11%，经调整净利润率为14.6%，均符合市场预期。该行认为快手的人工智能执行策略进展良好，尤以可灵产品为然，产品端性能持续迭代，与内生的核心广告和电商业务的融合协同，拓展多种外部行业的2B客户，针对2B和2C的多样商业化变现方式及灵活定价机制，以及产品品牌的宣传活动。该行目前估计可灵将于2025年贡献总营收的0.8%，并将透过持续的投资保持其全球领先地位。该行将对快手目标价由50港元上调至65港元，维持“持有”评级。腾讯控股：称7月7日回购100.2万股股份，耗资约5亿港元。数据显示，腾讯控股今年以来已有59个港股交易日进行股份回购，累计回购股份数量为8587.6万股，累计回购金额为385.42亿港元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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