資金動向 | 北水掃貨港股超92億港元,加倉中國人壽、建設銀行
7月28日,南下資金今日淨買入港股92.53億港元。
其中,淨買入中國人壽11.46億、建設銀行7.02億、騰訊控股5.97億、阿里巴巴-W 4.37億、微創醫療3.07億、中國平安2.47億、中芯國際1.54億;淨賣出美團-W 3.63億。

北水關注個股
中國人壽:香港交易所信息顯示,貝萊德在中國人壽的持股比例於07月23日從5.91%升至6.25%。保險業協會發布最新一期傳統險預定利率研究值,爲1.99%,根據當前監管政策,已觸發預定利率下調條件。
阿里巴巴:近日,阿里巴巴首款自研AI眼鏡哇哦Quark Glasses亮相2025世界人工智能大會(WAIC)。阿里巴巴智能信息事業羣智能終端業務總裁宋剛透露,作爲阿里巴巴AI能力與生態協同的集大成者,該款AI眼鏡將深度融合阿里及支付寶生態,具備通義千問大模型和誇克最新AI能力,支持高德導航、支付寶看一下支付、淘寶比價及飛豬商旅提醒等,未來還將探索在健康、辦公等場景的應用。據悉,阿里巴巴AI眼鏡已完成研發,預計將於年內正式發佈。
微創醫療:集團公佈,獲股東Otsuka Medical Devices通知,出售合共2.9億股予上實資本旗下的基金、We’Tron Capital Limited及公司管理層的投資平臺。上實資本爲上實集團旗下主動基金管理平臺,積極探索生物醫藥、綠色環保等戰略新興產業的投資機遇。通過多幣種、全階段的基金矩陣佈局,深度服務國家戰略與生物醫藥高地建設。
中芯國際:公司將於8月7日披露2025年第二季度業績,並計劃於8月8日上午8:30-9:30通過網絡/電話會議方式舉行業績說明會,以方便投資者瞭解公司經營業績情況。
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