資金動向 | 北水拋售小米超4億港元,大幅加倉泡泡瑪特超7億
3月27日,南下資金淨買入港股41.42億港元。
其中,淨買入泡泡瑪特7.24億、阿里巴巴-W 3.64億、美團-W 3.17億、快手-W 1.55億;
淨賣出盈富基金14.42億、恆生中國企業11.43億、小米集團-W 4.47億。

據統計,南下資金連續4日淨買入美團,共計21.3068億港元;連續4日淨買入快手,共計8.0587億港元。
北水關注個股
泡泡瑪特:消息面上,泡泡瑪特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%。野村將泡泡瑪特國際集團的目標價格從75港元調整至163港元,維持買入評級。
阿里巴巴:阿里巴巴發佈Qwen系列新人工智能(AI)模型,公司稱該模型可處理文本、圖片、音頻和視頻,其效率足以直接在手機和筆記本電腦上運行。
美團:消息面上,野村發佈研報指,美團第四季度營收按年增長20%,非通用會計準則營業利潤按年大幅增長2.4倍,分別較市場預期高出1%與13%。該行預計2025年美團外賣業務收入將增長12%,主要由訂單量增長9.5%驅動。該行續指,即時零售業務覆蓋多元線下零售場景,成長空間廣闊。
小米:雷軍在武漢大學發表演講表示,小米SU7 Ultra不到3天時間賣了1萬臺,這意味着超豪華汽車市場的大門對小米打開了。雷軍指出,50萬以上的轎車去年一年時間賣了12萬輛,小米3天賣了1萬輛,此時此刻可以說小米SU7系列大獲成功。
快手:交銀國際發表研報指,快手2024財年第四季總收入及經調整淨利潤按年增長9%及8%,基本符合該行及市場預期。考慮到可靈商業化加快,該行將目標價由54港元上調至64港元,維持“買入”評級。
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