潮玩龙头暴跌超28%，大资金出手超36亿港元“抄底”！

数据宝03-29

南向资金呈现逆市加仓态势。泡泡玛特获南向资金　　净买入超36亿港元　　本周（3月23日至3月27日）港股市场主要股指集体下跌，恒生指数跌1.29%，恒生科技指数跌1.94%，恒生中国企业指数跌1.4%。据证券时报·数据宝统计，本周南向资金合计成交净流入251.46亿港元。　　从本周上榜成交活跃股名单来看，本周共有15只个股上榜，腾讯控股本周港股通合计买卖总额最高，达到347.72亿港元；阿里巴巴...

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泡泡玛特获南向资金　　净买入超36亿港元　　本周（3月23日至3月27日）港股市场主要股指集体下跌，恒生指数跌1.29%，恒生科技指数跌1.94%，恒生中国企业指数跌1.4%。据证券时报·数据宝统计，本周南向资金合计成交净流入251.46亿港元。　　从本周上榜成交活跃股名单来看，本周共有15只个股上榜，腾讯控股本周港股通合计买卖总额最高，达到347.72亿港元；阿里巴巴...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603293687942310.html\">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":"LU0611395673.USD","symbol_name":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) 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泡泡玛特获南向资金　　净买入超36亿港元　　本周（3月23日至3月27日）港股市场主要股指集体下跌，恒生指数跌1.29%，恒生科技指数跌1.94%，恒生中国企业指数跌1.4%。据证券时报·数据宝统计，本周南向资金合计成交净流入251.46亿港元。　　从本周上榜成交活跃股名单来看，本周共有15只个股上榜，腾讯控股本周港股通合计买卖总额最高，达到347.72亿港元；阿里巴巴-W、泡泡玛特、中国海洋石油本周港股通买卖总额均超过100亿港元。　　从成交净买入金额来看，本周泡泡玛特获南向资金净买入金额最高，达到36.84亿港元。南向资金对互联网巨头以净买入为主，美团-W获南向资金净买入27.39亿港元，腾讯控股、小米集团-W本周获南向资金净买入金额超过14亿港元。　　泡泡玛特本周发布2025年度业绩公告，全年营收371.2亿元，同比增长184.7%；经调整净利润130.8亿元，同比增长284.5%，营收、净利润均创上市以来新高。业绩发布后，公司股价明显回调，一周累计下跌28.63%，南向资金无惧调整坚定加仓。　　此外，公司3月26日、3月27日连续两日回购公司股票；今年以来，泡泡玛特累计回购金额超12亿港元。　　从行情上来看，成交活跃股本周涨跌不一，迅策涨幅居首，一周累计上涨28.23%；赣锋锂业、长飞光纤光缆、美团-W随后，一周分别上涨27.23%、12.03%、8.53%。泡泡玛特下跌28.63%，快手-W下跌14.35%，中芯国际、山东墨龙均跌逾7%。　　迅策连续三周大幅上涨，近两周累计上涨148.03%。公司公布上市以来首份财报，财报显示，2025年营收12.85亿元，同比增长103.28%。　　迅策表示，收入大幅增长主要得益于AI大模型落地所带动的数据需求激增。从增长节奏来看，2025年上半年，公司实现综合营收人民币1.98亿元，下半年营收跃升至人民币10.87亿元，激增449.31%；作为底层AI实时数据基础设施的提供者，公司在2025年度下半年展现出强劲增长动能。　　赣锋锂业周五A股、H股齐涨，A股收盘涨停，H股上涨9.26%。公司业绩预告显示，预计实现归母净利润11亿元—16.5亿元，同比增长153.04%—179.56%。公司持有的Pilbara Minerals Limited（PLS）股票价格上涨产生了公允价值变动收益，在领式期权相关的既定风险管理策略对冲后，整体公允价值变动收益约10.3亿元。 12股南向资金持股量较　　上周增长超30%　　从持股量变化来看，本周12股获得南向资金持股量较上周增长超30%，果下科技居首，增幅达115.43%；其他还有不同集团、劲方医药-B、轩竹生物-B持股量增幅居前，分别为72.9%、70.44%、61.58%，　　果下科技业绩公告显示，2025年度实现营业收入20.57亿元，同比增长100.6%，税前利润1.16亿元，同比增长115.21%。公司表示，收益大幅增长主要得益于全球储能市场的爆发：储能多场景应用爆发、电网调频服务需求持续攀升、AI算力中心基础设施建设快速增长。公司组建专项团队，布局国内大型储能与海外重点市场，快速推进项目落地，实现了业绩的高质量增长。　　从港股通持股占港股总股数比例来看，本周港股通较上周增幅超过30%的个股中，灵宝黄金、兆易创新最新持股比例居前，分别达到16.79%、14.4%。（文章来源：数据宝）","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":"","news_rank":0,"isVideo":false,"video":null,"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; 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