南北水 | 南水逆勢搶籌多隻AI概念股,北水淨賣出港股30億港元,騰訊、平安、建行被加倉
今日,北上資金淨賣出A股46.39億元,為連續第8日淨賣出,近8個交易日累計拋售A股446.56億元。
招商銀行、中國平安、貴州茅台分別遭淨賣出7.92億元、4.74億元、4.09億元。
金山辦公淨買入額居首,金額為3.43億元,浪潮信息、中興通訊、工業富聯分別獲買入3.12億元,2.73億元、1.74億元。

南下資金淨賣出港股30.43億港元,結束此前連續4日淨買入態勢。
盈富基金、恒生中國企業、快手-W分別遭淨賣出50.71億港元、21.48億港元、0.56億港元。
騰訊控股、中國平安、建設銀行逆勢獲淨買入6.6億港元、2.49億港元、2.13億港元。

南水關注個股
金山辦公今日跌7.53%,成交額22.2億元,浪潮信息跌3.7%,成交額38.46億元。
消息面上,國內首個生成式AI監管文件8月15日起施行,上海市近期印發方案,提出加快新基建佈局。建設高效協同的算力體系,建設“E級”超算載體、人工智能公共算力平台,因地制宜部署邊緣計算資源池,對接“東數西算”國家戰略,建設樞紐型算力調度平台。到2025年,算力總規模較“十三五”期末翻兩番。
北水關注個股
騰訊控股跌1.14%,公司二季度營收1492.08億元,同比增長11%;淨利潤為261.71億元,同比增長41%;經調整淨利潤375.48億元,同比增長33%。
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