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资金动向 | 北水豪掷近120亿港元扫货港股,加仓美团、中国移动
Ge Long Hui A P P·2025-05-27 10:55

Group 1: Market Activity - Net inflows into various stocks include 5.258 billion HKD into the Tracker Fund, 1.919 billion HKD into Meituan, and 1.131 billion HKD into Hang Seng China Enterprises [1] - Continuous net selling observed for Tencent Holdings totaling 20.93514 billion HKD over 16 days and for Alibaba totaling 4.30674 billion HKD over 6 days [1] - Continuous net buying for China Construction Bank totaling 7.8041 billion HKD over 11 days and for Meituan totaling 7.86759 billion HKD over 8 days [1] Group 2: Stock Performance - Meituan's stock increased by 2.1% with a net inflow of 1.318 billion HKD [3] - Bubble Mart's stock rose by 5.4% with a net inflow of 0.17 billion HKD [3] - Xiaomi Group's stock saw a slight increase of 0.5% with a net inflow of 0.47 billion HKD [3] Group 3: Company Announcements - Meituan announced a promotional event from May 28 to June 18, covering a wide range of consumer categories [4] - Bubble Mart's profit forecasts for 2025 and 2026 were raised by 5% and 6% respectively, with a target price increase from 236 HKD to 275 HKD [4] - Xiaomi Group reported a 47.4% year-on-year revenue growth for Q1 2025, reaching 111.3 billion CNY, with adjusted net profit surpassing 10 billion CNY for the first time [5]