资金动向 | 南下资金扫货港股！加仓美团12亿、阿里8亿，卖出老铺黄金超3亿

格隆汇2025-07-14

7月14日，南下资金净买入港股82.43亿港元。其中，净买入美团-W 12.22亿、阿里巴巴-W 8.59亿、中芯国际2.99亿、信达生物1.6亿、昊天国际建投1.06亿；净卖出老铺黄金3.64亿、健康之路1.29亿。据统计，南下资金已连续17日净买入中芯国际，共计98.2884亿港元；连续6日净买入美团，共计53.5374亿港元；连续3日净卖出小米，共计11.8252亿港元；连续3日净卖出腾讯，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2551859951?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/2bf47-8a6bfe1a-9878-44af-b8e9-b74d39a03a44.jpg?guru_height=854&guru_width=1280&guru_size=185155","is_english":false,"pubTime":"2025-07-14 19:56","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2551859951","market":"us","top_or_hot":-1,"title":"资金动向 | 南下资金扫货港股！加仓美团12亿、阿里8亿，卖出老铺黄金超3亿","media":"格隆汇","content":"<div>\n<p>7月14日，南下资金净买入港股82.43亿港元。其中，净买入美团-W 12.22亿、阿里巴巴-W 8.59亿、中芯国际2.99亿、信达生物1.6亿、昊天国际建投1.06亿；净卖出老铺黄金3.64亿、健康之路1.29亿。据统计，南下资金已连续17日净买入中芯国际，共计98.2884亿港元；连续6日净买入美团，共计53.5374亿港元；连续3日净卖出小米，共计11.8252亿港元；连续3日净卖出腾讯，...</p>\n\n<a href=\"https://www.gelonghui.com/p/2484888\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>资金动向 | 南下资金扫货港股！加仓美团12亿、阿里8亿，卖出老铺黄金超3亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n资金动向 | 南下资金扫货港股！加仓美团12亿、阿里8亿，卖出老铺黄金超3亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-14 19:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/2484888><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月14日，南下资金净买入港股82.43亿港元。其中，净买入美团-W 12.22亿、阿里巴巴-W 8.59亿、中芯国际2.99亿、信达生物1.6亿、昊天国际建投1.06亿；净卖出老铺黄金3.64亿、健康之路1.29亿。据统计，南下资金已连续17日净买入中芯国际，共计98.2884亿港元；连续6日净买入美团，共计53.5374亿港元；连续3日净卖出小米，共计11.8252亿港元；连续3日净卖出腾讯，...</p>\n\n<a href=\"https://www.gelonghui.com/p/2484888\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"https://www.gelonghui.com/p/2484888","article_id":"2551859951","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/2bf47-8a6bfe1a-9878-44af-b8e9-b74d39a03a44.jpg?guru_height=854&guru_width=1280&guru_size=185155"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2551859951","pubTimestamp":1752494178,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"连续17日净买入中芯国际","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89988":"阿里巴巴-WR","BABA":"阿里巴巴","IE0003895053.USD":"PINEBRIDGE ASIA DYNAMIC ASSET ALLOCATION \"AD\" USD  ACC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","BK1610":"ETF&股票定投概念","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK1584":"蚂蚁金服概念","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","BK4585":"ETF&股票定投概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","YANG":"三倍做空富时中国ETF-Direxion","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","02587":"健康之路","MPNGY":"美团ADR","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","HSCEI":"国企指数","LU1810669033.SGD":"FTIF - Templeton Emerging Markets Dynamic Income A (Mdis) SGD-H1","LU0084288322.USD":"Natixis Asia Equity RD USD","HBBD.SI":"Alibaba HK SDR 5to1","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","BK1501":"阿里概念股","LU0348783662.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USDHDG) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1227":"服装、服饰与奢侈品","09988":"阿里巴巴-W","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","HSTECH":"恒生科技指数","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","03690":"美团-W","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","HMTD.SI":"Meituan HK SDR 5to1","LU0823426480.USD":"法巴中国股票经典Dis","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","BK1233":"餐馆","LU0651946864.USD":"贝莱德新兴市场股票收益A2"},"translate_title":"Fund Trends | Southbound funds sweep Hong Kong stocks! Increased positions in Meituan by 1.2 billion, Ali by 800 million, and sold old shop gold by more than 300 million","themeId":"8992b0a51a9522050bd5c2f6cfd7ab67","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.6,"BABA":1,"HSCEI":1,"METmain":1,"HBBD.SI":0.6,"02587":0.9,"09988":0.9,"ALBmain":1,"MPNGY":1,"YANG":1,"03690":1,"HSTECH":1,"HMTD.SI":0.6},"content_text":"7月14日，南下资金净买入港股82.43亿港元。其中，净买入美团-W 12.22亿、阿里巴巴-W 8.59亿、中芯国际2.99亿、信达生物1.6亿、昊天国际建投1.06亿；净卖出老铺黄金3.64亿、健康之路1.29亿。据统计，南下资金已连续17日净买入中芯国际，共计98.2884亿港元；连续6日净买入美团，共计53.5374亿港元；连续3日净卖出小米，共计11.8252亿港元；连续3日净卖出腾讯，共计9.8951亿港元。北水关注个股美团今日微涨0.75%，过去9个月累计跌超33%。外卖大战之际，摩根大通认为，美团极有可能维持其市场领导地位，但市场份额可能会有所下滑。美团的核心优势在于其庞大且高效的骑手网络(拥有超过700万注册骑手)和在本地供应链上的先发优势。阿里巴巴今日微涨0.95%，摩根大通认为，阿里巴巴在2025财年拥有接近1000亿元的自由现金流(FCF)，以及在2025年3月底拥有接近6000亿元的现金及现金等价物，在外卖大战中拥有最充足的弹药。从竞争角度看，这一策略对阿里巴巴有利，而对美团和京东则构成挑战。老铺黄金今日跌2.67%，摩根士丹利指出，高增长股将持续保持强劲势头，老铺黄金及泡泡玛特将有潜在盈利上升空间。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2551859951","isCrawlerRequest":true}