資金動向 | 北水搶籌美團超8億港元，連續3日減倉小米
3月24日，南下資金淨買入港股25.32億港元。
其中，淨買入美團-W 8.05億、比亞迪股份4.27億、快手-W 2.55億。
淨賣出小米集團-W 9.69億、比亞迪電子3.96億、中國移動3.51億、中芯國際3.3億、阿里巴巴-W 1.82億。
據統計，南下資金連續5日淨賣出騰訊，共計55.0813億港元；連續4日淨賣出中芯國際，共計20.349億港元；連續3日淨賣出小米，共計20.0417億港元。
北水關注個股
美團-W：消息面上，招銀國際發佈研報稱，美團4Q24營收885億元人民幣，同比增長20%，較預期高1%，調整後淨利潤達到98億元人民幣，與預期基本一致。該行預計美團將加大國際擴張投資，同時繼續推動核心本地商業、美團優選和其他新業務提高運營效率。
比亞迪股份：今日盤後，亞迪發佈2024年年度報吿摘要，公司實現營業收入7771.02億元，同比增長29.02%；歸屬於上市公司股東的淨利潤402.54億元，同比增長34.00%。公司擬向全體股東每10股派發現金紅利39.74元（含税）。
快手-W ：快手將於北京時間03月25日發佈財報。機構預期快手2024Q4預計實現營收355.97億元，同比增加9.33%；預期每股收益0.934元，同比增加15.36%。
小米集團-W ：消息面上，週一據媒體見到的交易文件，小米集團尋求通過先舊後新方式配售股份，募集最高53億美元，用於擴大業務。高盛集團和中金公司等機構承辦這次交易。
比亞迪電子：比亞迪電子在港交所公吿稱，2024年度實現營業收入1773億元，比上年增長36.4%；實現淨利潤42.66億元，比上年增長5.55%。
中國移動：中銀國際發表研究報吿指，中國移動去年第四季盈利按年增長4.7%，服務收入增長6.3%，符合預期。該行憧憬人工智能計算需求將推動業務增長，重申對中國移動的“買入”評級，上調目標價至88.3港元，並將雲計算今年收入增長預測上調至25%。
中芯國際：高盛發佈研報稱，看好中芯國際的長期增長，這源於本土無晶圓廠客户不斷增長的需求。在短期內，隨着產能利用率的提升抵消價格競爭和折舊攤銷壓力的影響，該行預計其利潤率將逐步回升。
阿里巴巴：針對關於螞蟻百靈大模型訓練成本的報道，螞蟻集團迴應稱：螞蟻針對不同芯片持續調優，以降低AI應用成本，目前取得了一定的進展，也會逐步通過開源分享。
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