南北水 | 南水繼續賣出A股，中際旭創逆勢獲買入2.74億元，北水加倉騰訊6.09億港元，公司二季度財報發佈在即
今日，北上資金淨賣出A股46.63億元，為連續第6日淨賣出，比亞迪、貴州茅台、五糧液分別遭淨賣出12.48億元、8.39億元、6.73億元，中際旭創淨買入額居首，金額為2.74億元，立訊精密、紫金礦業分別獲淨買入2.65億元、2.12億元。
南下資金大幅淨買入港股88.44億港元，為連續第三日淨買入。盈富基金、騰訊控股、恒生中國企業分別獲淨買入13.85億港元、6.09億港元、6.09億港元；快手-W淨賣出額居首，金額為1.78億港元，中芯國際、藥明生物分別遭淨賣出1.78億港元、8,625萬港元、3,847萬港元。
南水關注個股
中際旭創今日升1.26%，公司最新投資者關係活動記錄表，8月13日接受89家機構調研。稱公司早已接到重點客户明年800G需求的明確指引和份額的確認，相比今年需求是幾倍的增長，確實有必要快速提升產能。公司已從今年二季度開始擴充產能,之後每個季度的產能都會上個台階，預計擴產一直會持續到明年上半年，且國內和海外工廠同步進行。如果明年客户的800G需求目標進一步提升的話，公司仍然有充足的產能擴充空間。DSP目前暫時有些緊張的原因主要由於800G在今年二季度起量比較快，故行業對上游芯片提出需求的時間較晚,從採購到交付需要幾個月的時間。今年三季度就可以看到DSP的大量交付到位，並滿足三、四季度及明年800G不斷上量的需求。中際旭創表示，能夠看到整個AI市場對GPU的需求仍在持續，而與之配套的800G光模塊的需求是持續且穩定的。
比亞迪跌5%，公司股價近段時間持續走低。消息面上，多家車企宣佈促銷措施，特斯拉今日業跟進了。此外，公司最近和長城汽車之間的“嘴炮”也引起廣泛關注。
北水關注個股
騰訊控股微跌0.77%，公司將於將於8月16日港股盤後發佈二季度財報。根據市場一致預期，騰訊二季度營收為1512.70億元人民幣，同比增長13%；調整後淨利潤為369.94億元人民幣，同比增長32%。機構普遍預料由於季節性因素，騰訊二季度遊戲收入復甦幅度同比回落，不過，宏觀經濟好轉，配合視頻號增強變現，帶動廣吿業務重現高增長。
中芯國際跌2.54%，近期拜登簽署的對華投資禁令打壓市場情緒。不過，此前在業績説明會上，中芯國際聯席CEO趙海軍表示，目前中國仍是全球最大的集成電路消費市場，雖然因為產業鏈的格局變化，資源重新整合分配，可以預見未來的競爭會更激烈，但公司對行業前景抱有長遠的信心。
藥明生物跌1.85%，醫藥領域反腐近期消息不斷，短期內影響市場情緒，但長期利好行業健康發展。
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