中东战争对油价影响

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资金动向 | 北水加仓小米近5亿港元,连续15日抛售腾讯
Ge Long Hui· 2025-06-19 11:41
Group 1 - Southbound funds net bought Hong Kong stocks worth 1.427 billion HKD on June 19, with notable purchases including Xiaomi Group-W (495 million HKD), China Construction Bank (370 million HKD), ZhongAn Online (278 million HKD), and United Energy Group (104 million HKD) [1] - Southbound funds have continuously net sold Tencent Holdings for 15 days, totaling 17.35164 billion HKD, while net buying China Construction Bank for 7 consecutive days, amounting to 4.31973 billion HKD [3] Group 2 - Xiaomi Group-W reported a record-breaking sales figure of over 35.5 billion RMB during the 618 shopping festival, marking a new high for the company [4] - ZhongAn Online benefits from the recent passing of the Stablecoin Ordinance in Hong Kong, which will take effect on August 1, 2023 [4] - United Energy Group's outlook is influenced by historical patterns indicating that Middle Eastern conflicts may have diminishing long-term effects on global oil prices [4] - Citigroup raised its target price for the Hang Seng Index, maintaining a positive outlook on Hong Kong stocks due to clearer tariff developments and anticipated earnings growth in the coming year [4] Group 3 - Pop Mart has been actively restocking its popular Labubu series ahead of the 618 shopping festival, leading to a decrease in secondary market prices for these products [5] - Alibaba's Taobao Tmall Group reported strong performance during the 618 shopping festival, with 453 brands achieving over 100 million RMB in sales, and a significant increase in user participation [5] - The prescription drug sector has shown strong performance since the beginning of the year, with a consensus forecast for EPS in 2025 being revised up by approximately 2% [5]