智通财经APP获悉，5月15日港股市场，北水成交净卖出2.21亿港元，其中港股通(沪)成交净买入19.63亿 港元，港股通(深)成交净卖出21.84亿港元。 微盟集团(02013)获净买入1.13亿港元。消息面上，腾讯发布全员信，宣布对微信事业群组织架构进行调 整：成立电商产品部，负责微信内交易模式的探索，加速发展交易基建及交易生态，运营微信交易新模 式。尽管腾讯总裁刘炽平表示，微信电商团队独立无需过度解读，但市场仍憧憬微信商业化加速。根据 此前财报显示，微盟已为超70%的微信视频号年度达人提供营销服务，在单场GMV破2,000万人民币的 达人直播中，约60%场次均有微盟深度参与。 小米集团-W(01810)获净买入9823万港元。消息面上，德意志银行分析师报告称，随著小米集团开始增 加更多汽车相关广告，以及其SUV车型YU7即将亮相，该公司的新订单可能会从5月下旬开始增加。小 米集团近期订单的连续下滑已引发投资者对其汽车业务能力的担忧。不过，德意志银行表示，由于这些 因素大多是短期或暂时性的，小米集团的新订单流可能会从5月下旬开始增加。 北水净买入最多的个股是建设银行(00939)、中国移动(00941)、 ...

Core Viewpoint - Guangzhou Shanghang Information Technology Co., Ltd. (Shanghang Technology) has submitted a second round of inquiry response regarding its application for public stock issuance and listing on the Beijing Stock Exchange, highlighting its role as a one-stop service provider in the Internet Data Center (IDC) sector [1] Group 1: Business Overview - Shanghang Technology's main business includes IDC comprehensive services, cloud comprehensive services, and other services [1] - The company has a high customer concentration, with the top five customers accounting for 61.40%, 66.91%, 79.31%, and 78.95% of its main business revenue during the reporting period [1] Group 2: Customer Dependency - In the first half of 2024, the three major telecom operators (China Telecom, China Mobile, and China Unicom) contributed 49.13% of the sales revenue [2] - Shanghang Technology became a major customer of the three telecom operators in 2022, and there is a significant overlap between customers and suppliers, particularly in the Wuxi and Huailai regions [2] Group 3: Regulatory Inquiry - The Beijing Stock Exchange has requested Shanghang Technology to explain the commercial rationale behind the three telecom operators renting cabinets through the company rather than directly [3] - The company is also required to clarify the stability and sustainability of its cooperation with the three telecom operators and the overlap in procurement and sales of cabinets in similar regions [3] Group 4: Financial Performance - During the reporting period, Shanghang Technology's main business revenues were 453.36 million yuan, 485.77 million yuan, and 477.11 million yuan, with net profits of 66.35 million yuan, 70.58 million yuan, and 70.06 million yuan respectively [4] - The company is required to analyze the reasons for the decline in main business revenue and net profit in 2024, considering the operating environment of downstream internet enterprises and the competitive landscape of the IDC industry [4]

Group 1 - As of May 15, 78 stocks reached their 52-week highs, with Jian De International Holdings (00865), China Carbon Neutral (01372), and Huicui International (08041) leading the high rate at 93.33%, 51.28%, and 43.24% respectively [1] - Jian De International Holdings closed at 0.050 with a peak of 0.058, while China Carbon Neutral and Huicui International closed at 1.180 and 0.475, with peaks of 1.180 and 0.530 respectively [1] - Other notable stocks that reached new highs include Lehua Entertainment (02306) at 2.000 (18.34%) and Glory Holdings (09998) at 0.160 (12.00%) [1] Group 2 - The 52-week low rankings show XI Er Nan Ying Wei - U (09011) at a closing price of 5.995, with a low of 5.800, reflecting a decline of -19.94% [3] - Other stocks reaching new lows include China Metal Utilization - New at 0.280 (low of 0.250, -10.71%) and Changyou International Group (01039) at 0.046 (low of 0.044, -8.33%) [3] - The list also includes Ocean Group (03377) at 0.129 (low of 0.126, -5.97%) and Zhongqi Group (01932) at 0.211 (low of 0.200, -4.76%) [3]

中国平安今日涨4.21%，深港股通净买入2.99亿港元。 成交详情 盈富基金今日涨2.41%，沪港股通净买入40.89亿港元，深港股通净买入11.52亿港元。 建设银行今日涨2.07%，沪港股通净买入7.61亿港元 5月14日消息，南向资金今日成交1010.26亿港元，净流入约67.07亿港元。其中沪港股通净流入约50.03 亿港元，深港股通净流入约17.04亿港元 交易所数据显示，5月14日南向资金动向： 大幅净买入：盈富基金(02800.HK)52.41亿港元、建设银行(00939.HK)7.61亿港元、中国平安 (02318.HK)2.99亿港元、中国移动(00941.HK)1.10亿港元、阿里巴巴-W(09988.HK)9044.61万港元、思摩 尔国际(06969.HK)8621.62万港元。 大幅净卖出：小米集团W(01810.HK)154406.09万港元、腾讯控股(00700.HK)89901.95万港元、中芯国际 (00981.HK)40035.39万港元、美团W(03690.HK)11389.93万港元。 中国移动今日涨1.92%，深港股通净买入1.10亿港元。 阿里巴巴W今日涨3.41% ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from Northbound trading, with a total net buy of 67.07 billion HKD, indicating strong investor interest in certain sectors and stocks [1]. Northbound Trading Activity - The net buy from Northbound trading included 50.03 billion HKD from the Shanghai Stock Connect and 17.04 billion HKD from the Shenzhen Stock Connect [1]. - The most bought stocks were the Tracker Fund of Hong Kong (02800), China Construction Bank (00939), and Ping An Insurance (02318) [1]. - The most sold stocks included Xiaomi Group-W (01810), Tencent (00700), and SMIC (00981) [1]. Stock-Specific Insights - **Xiaomi Group-W (01810)**: Experienced a net sell of 15.44 billion HKD, with concerns over declining orders impacting investor sentiment, although a recovery in orders is anticipated from late May [8]. - **Tencent (00700)**: Faced a net sell of 8.99 billion HKD, despite reporting a 13% year-on-year revenue increase in Q1, with significant capital expenditure directed towards AI development [7]. - **SMIC (00981)**: Saw a net sell of 4 billion HKD, with Q1 revenue slightly below expectations but a higher-than-expected gross margin, indicating resilience despite operational challenges [6]. - **China Construction Bank (00939)**: Received a net buy of 7.61 billion HKD, reflecting positive sentiment towards the financial sector [5]. - **Ping An Insurance (02318)**: Also saw net buying activity, contributing to the overall bullish trend in the financial sector [5]. Market Sentiment and Economic Factors - The positive sentiment in the market is partly attributed to constructive developments in US-China trade negotiations, which are expected to reduce global trade and recession risks [4]. - The financial sector is experiencing increased inflows due to regulatory changes that allow for greater investment in equity assets, leading to a surge in institutional buying [5].

青岛联通整合全市无人机资源，打造"智慧低空"一体化共享平台。在青岛市南区、市北区、李沧区部署12个无人机机巢，通过专线实现数据实时回传与AI分 析。同时，整合无人机服务站点，形成全域覆盖的快速响应能力。项目运营期间，已执行了10000余架次的飞行任务，支撑啤酒节、樱花节等大型活动保 障，推动"空天地网"立体化管理，更带动了无人机产业链的协同发展。 5月11日-5月13日，山东省通信行业协会牵头召集山东联通、山东移动、山东电信等相关企业，共同举办了"5G扬帆 鲁领万兆"数智赋能山东新型工业化媒体 探访活动。活动期间，各方围绕5G-A技术在多领域的创新应用展开深入探讨与经验分享，为山东数字经济发展注入新动力。 近年来，信息通信业紧密围绕国家战略，积极推动数字技术与各行业深度融合，不断夯实数字基础设施建设，5G-A作为5G迈向6G的必由之路，在促进产业 升级、推动经济高质量发展方面发挥着愈发重要的作用。山东作为经济大省与制造业强省，在数字经济浪潮中勇立潮头，积极探索5G-A技术创新应用路 径。 为充分发挥青岛作为5G应用"扬帆"行动重点城市以及"5G+工业互联网"融合应用试点城市的引领示范效应，全面总结5G-A规模 ...

5月13日恒生指数下跌1.87%，南向资金全天合计成交金额为930.16亿港元，其中，买入成交476.39亿港 元，卖出成交453.77亿港元，合计净买入金额22.62亿港元。具体来看，港股通（深）累计成交金额 338.96亿港元，买入成交161.62亿港元，卖出成交177.34亿港元，合计净卖出金额15.72亿港元；港股通 （沪）累计成交金额591.20亿港元，买入成交314.77亿港元，卖出成交276.43亿港元，合计净买入金额 38.33亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是小米集团-W，合计成交额72.30亿港 元，阿里巴巴-W、腾讯控股成交额紧随其后，分别成交66.97亿港元、59.64亿港元。以净买卖金额统 计，净买入的个股共有6只，建设银行净买入额为5.79亿港元，净买入金额居首，该股收盘股价上涨 0.15%，阿里巴巴-W净买入额为5.33亿港元，中国海洋石油净买入额为3.53亿港元。净卖出金额最多的 是腾讯控股，净卖出6.64亿港元，该股收盘股价下跌2.22%，中芯国际、泡泡玛特遭净卖出2.27亿港 元、1.91亿港元。 今日上榜个股中，阿里巴巴-W、中国海洋石油、 ...

5月13日恒生指数下跌1.87%，报收23108.27点，全天南向资金通过港股通渠道合计净买入22.62亿港 元。 证券时报•数据宝统计，5月13日港股通全天合计成交金额为930.16亿港元，成交净买入22.62亿港元。 具体来看，沪市港股通成交金额591.20亿港元，成交净买入38.33亿港元；深市港股通成交金额338.96亿 港元，成交净卖出15.72亿港元。 | 代码 | 简称 | 类型 | 成交金额 | 成交净买入 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | | （万港元） | （万港元） | （%） | | 01810 | 小米集团-W | 港股通(沪) | 485516.45 | 7265.68 | -3.85 | | 09988 | 阿里巴巴-W | 港股通(沪) | 425630.03 | 91593.15 | -3.89 | | 00700 | 腾讯控股 | 港股通(沪) | 347434.97 | 15048.31 | -2.22 | | 00700 | 腾讯控股 | 港股通(深) | 248938.00 | -81413.69 ...

5月13日，南下资金今日净买入港股22.61亿港元。 其中：净买入建设银行5.79亿、阿里巴巴-W 5.33亿、中国海洋石油3.53亿、中国移动3.2亿、工商银行2.87亿、优必选2.52亿；净卖出腾讯控股6.63亿、中芯国际2.27亿、泡泡玛特1.9亿 | | 矿胶地 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 小米集团-W | -3.9% | 0.73 | 48.55亿 | 腾讯控股 | | 阿里巴巴-W | -3.9% | 9.16 | 42.56亿 | 阿里巴巴-W | | 腾讯控股 | -2.2% | 1.50 | 34.74亿 | 小米集团-W | | 美团-W | -4.9% | 1.21 | 23.78亿 | 美团-W | | 优必选 | 5.7% | 3.02 | 21.48亿 | 优必选 | | 中芯国际 | -4.1% | -1.35 | 21.03亿 | 中芯国际 | | 建设银行 | 0.2% | 5.79 | 9.95 Z | 中国海洋石油 | | 泡泡玛特 | 3.1% | ...

智通财经APP获悉，2025年5月13日当天，小米集团-W(01810)、阿里巴巴-W(09988)、腾讯控股(00700) 位居沪港通（南向）成交额前3位，成交额分别为48.55 亿元、42.56 亿元、34.74 亿元；腾讯控股 (00700)、阿里巴巴-W(09988)、小米集团-W(01810) 位居深港通（南向）成交额前3位，成交额分别为 24.89 亿元、24.41 亿元、23.74 亿元。 沪港通（南向）十大活跃成交公司 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 24.89 亿元 | -8.14 亿元 | | 阿里巴巴-W(09988) | 24.41 亿元 | -3.83 亿元 | | 小米集团-W(01810) | 23.74 亿元 | -2.22 亿元 | | 美团-W(03690) | 16.85 亿元 | -1.90 亿元 | | 优必选(09880) | 9.81 亿元 | -4925.75 万元 | | 中芯国际(00981) | 9.75 亿元 | -9197.52 万元 ...