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资金动向 | 北水加仓建设银行超11亿港元,持续抛售腾讯、中海油
Ge Long Hui·2025-06-17 10:53

Group 1: Market Activity - Southbound funds net bought Hong Kong stocks worth 6.302 billion HKD on June 17, with notable net purchases in China Construction Bank (1.122 billion HKD) and Alibaba (599 million HKD) [1] - Tencent Holdings experienced a net sell-off of 713 million HKD, marking a continuous net sell for 13 days totaling 15.43008 billion HKD [3] Group 2: Company Insights - China Construction Bank has seen a net buy for five consecutive days, totaling 3.7402 billion HKD, with analysts recommending H-shares due to attractive dividend yields [4] - Alibaba's team released a new open-source quantitative model, enhancing its machine learning framework for Apple hardware, which is expected to boost its presence in the AI community [4] - Pop Mart is recognized for its iconic IPs gaining global recognition, with a strong product development capability and marketing strategy that supports its growth [5] - Tencent Holdings repurchased 980,000 shares at prices between 507 HKD and 514 HKD, totaling approximately 500 million HKD, indicating a commitment to shareholder value [6]