資金動向 | 北水繼續爆買港股超83億港元，加倉招商銀行超15億港元
3月26日，南下資金淨買入港股83.62億港元。
其中，淨買入招商銀行15.8億、美團-W 3.77億、紫金礦業3.51億、中芯國際3.17億、泡泡瑪特2.87億、快手-W 1.89億、騰訊控股1.47億。
淨賣出小米集團-W 4.43億、阿里巴巴-W 3.49億、小鵬汽車-W 1.67億、中國海洋石油1.36億。
據統計，南下資金連續5日淨賣出小鵬汽車，共計8.7991億港元；連續4日淨賣出阿里巴巴，共計19.4436億港元；連續3日淨買入美團，共計18.1349億港元。
北水關注個股
招商銀行：招商銀行2024年實現營業收入3374.88億元，同比下降0.48%；實現歸屬於本行股東的淨利潤1483.91億元，同比增長1.22%；實現淨利息收入2112.77億元，同比下降1.58%；實現非利息淨收入1262.11億元，同比增長1.41%。
美團：消息面上，美團CEO王興連續四日減持理想汽車，套現近7億港元。美團理想汽車此次減持後，王興在理想汽車的持股比例從21.3%降至20.94%。
紫金礦業：摩根大通認爲，黃金已成爲紫金礦業關鍵盈利驅動因素，貢獻了2024財年32%的毛利(2023年爲26%)，主要得益於銷售均價同比上漲28%。預計2025年黃金產量將達85噸(同比增長17%)，銅產量將達115萬噸(同比增長8%)。該行認爲，紫金礦業的股票仍然“不貴”，並給出了“超配”（Overweight）評級。
泡泡瑪特：泡泡瑪2024年全年營收130.4億元人民幣，同比增長106.9%；股東應佔利潤31.25億人民幣，同比增長188.8%。泡泡瑪特董事長、CEO王寧在2024年財報業績交流會上表示，預期2025年營收同比2024年有50%以上增長，海外及港澳臺地區業務可以有100%以上的增長。
快手：瑞銀髮表報告指，快手去年第四季業績營收和純利都符合預期，目標價由76.4港元上調至83.4港元，評級“買入”。電子商務方面，該行預期全年和首季商品成交額增長率分別爲13和15%，可能超越整體在線零售業。電子商務供應鏈和推薦改善將繼續成爲電子商務表現優異的持續動力。
騰訊控股：今日騰訊元寶的兩大模型，同時上新：混元Turbo S、DeepSeek-V3實現快速響應；混元T1、DeepSeek-R1，提供深度思考。
阿里巴巴：3月26日，寶馬集團宣佈阿里巴巴集團深化戰略合作，基於阿里通義AI大模型，聯合開發AI引擎，將應用於中國市場的寶馬新世代系列車型。
小鵬汽車：小鵬汽車董事長何小鵬表示，小鵬MONA累計交付量於下週將突破10萬輛。
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