資金動向 | 北水掃貨騰訊超5億港元，連續2日拋售小米
7月24日，南下資金淨買入港股37.19億港元。
其中，淨買入騰訊控股5.38億、香港交易所3.24億、華虹半導體2.4億、中國中免1.11億；
淨賣出小米集團-W 4.65億、阿里巴巴-W 1.94億、泡泡瑪特1.91億。
據統計，南下資金已連續2日淨賣出小米，共計14.4881億港元。
北水關注個股
騰訊控股：美銀證券發佈研報稱，將騰訊控股2025年調整後淨利潤預測下調2%，2026年預測則基本保持不變。該行維持騰訊現金流折現法推算的目標價631港元，重申“買入”評級，主要考量其優質的基本面、貨幣化程度不足資產的長期增長潛力，以及人工智能領域的上升空間。
華虹半導體：消息面上，SEMI在報告中指出，2025年全球原始設備製造商（OEM）的半導體制造設備總銷售額預計將創下1255億美元的新紀錄，同比增長7.4%。天風證券認爲，綜合來看2025年，全球半導體增長延續樂觀增長走勢，2025年AI驅下遊增長。
中國中免：消息面上，國家發改委表示，海南自貿港封關定於2025年12月18日正式啓動。同時，財政部等三部門聯合發佈文件，細化封關後貨物稅收政策。中信證券指出，封關最大意義在於貿易端開放，長期利好海南國際旅遊消費中心建設。
小米集團-W：國際數據公司（IDC）最新手機季度跟蹤報告顯示，2025年第二季度，中國智能手機市場出貨量結束了連續六個季度同比增長，出貨量6,896萬部，同比下降4.0%。
阿里巴巴-W：消息面上，繼華爲、百度、小米之後，阿里被曝將於本週發佈首款自研AI眼鏡，周鴻禕也透露360將發佈智能眼鏡產品，並強調做眼鏡必須帶“顯示”的功能。
泡泡瑪特：消息面上，泡泡瑪特此前發佈公告，預期集團今年上半年收入同比增長不低於200%；預計溢利同比增長不低於350%。花旗發佈研報稱，預計在IP熱度、海外擴張、補貨和新品推出帶動下，公司下半年將繼續保持增長動能。花旗稱，股價近期回調後估值更具吸引力，提供了較好入場時機。
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