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资金动向 | 北水加仓建设银行超11亿港元,抛售腾讯、小米
Ge Long Hui A P P·2025-05-16 11:40

Group 1 - Southbound funds net bought Hong Kong stocks worth 1.095 billion HKD on May 16, with notable purchases in China Construction Bank (1.14 billion HKD), Geely Automobile (307 million HKD), and Meituan-W (249 million HKD) [1] - Tencent Holdings experienced a net sell-off of 774 million HKD, marking a continuous net sell for 9 days totaling 13.12696 billion HKD [3] - China Construction Bank has seen a net buy for 4 consecutive days, totaling 3.4578 billion HKD [3] Group 2 - China Construction Bank is expected to benefit from public fund reforms, which may drive valuation increases in the banking sector [4] - Geely Automobile reported a record sales volume of 703,800 units for the quarter ending March 31, 2025, representing a 48% year-on-year increase, with revenue of 72.495 billion RMB, up 25% [4] - BYD Company will be included in the Hang Seng Technology Index effective June 9, 2025 [5] Group 3 - Alibaba's revenue for the fourth quarter of fiscal year 2025 was 236.45 billion RMB, a 6.57% year-on-year increase, but below market expectations [6] - Tencent's first-quarter revenue reached 180.02 billion RMB, reflecting a 13% year-on-year growth, with an upward revision of revenue forecasts for the next two years [6] - Xiaomi Group faced challenges due to a traffic accident impacting public perception, but new orders are expected to increase from late May [6]