資金動向 | 北水搶籌港股超127億港元，連續3日加倉小米、阿里
7月29日，南下資金今日淨買入港股127.2億港元。
其中，淨買入小米集團-W 16.59億、騰訊控股8.32億、阿里巴巴-W 7.53億、石藥集團6.51億、信達生物5.14億、國泰君安國際4.3億、中芯國際3.66億、錦欣生殖1.94億；淨賣出泡泡瑪特3.51億、美團-W 2.87億。
據統計，南下資金已連續4日淨買入騰訊，共計20.8902億港元；連續3日淨買入小米，共計24.4603億港元；連續3日淨買入阿里巴巴，共計12.7269億港元；連續3日淨買入中芯國際，共計13.0308億港元。
北水關注個股
小米集團：小米可穿戴部創新產品業務負責人李創奇透露，首款AI眼鏡發佈後已很快就缺貨，銷量超出此前預期的數倍，目標3年內年出貨量逾500萬副。此外，AI眼鏡項目是由小米創辦人兼董事長雷軍親自拍板同意立項，“有了雷軍的介入，小米AI眼鏡項目推進的效率就變得很高”。
騰訊控股：花旗發表報告指出，騰訊控股將於8月13日公佈2025年第二季業績，預期業績穩健，估計非通用會計準則淨利潤按年升4.9%至601億元，收入及利潤將達到或超出該行及市場共識預期，且遊戲業務因新遊戲貢獻及遞延收入而具潛在上行可能性。花旗將其目標價從695港元上調至699港元，對應今明兩年預測市盈率各24.4倍及22.3倍，維持“買入”評級及核心持股首選地位。
阿里巴巴：四大行近期開始紛紛接入阿里AI。阿里雲中標建設銀行智能編碼項目、工商銀行則將阿里Qwen模型應用於智能風控。7月26日WAIC開幕日，阿里發佈自研AI眼鏡“誇克AI眼鏡”的技術研發進展。據悉，阿里巴巴AI眼鏡已完成研發，預計將於年內正式發佈。
創新藥（石藥集團、信達生物）：中泰證券表示，從基本面來看，創新藥仍是當前醫藥板塊中產業趨勢最爲明確且具備未來成長空間的子行業，該機構認爲全年維度創新藥作爲醫藥板塊的投資主線不會變化。此外，隨着財報陸續披露，CRO&CDMO、GLP-1等景氣賽道、困境反轉的原料藥等表現亮眼，中泰證券建議繼續積極佈局有望逐步走出拐點的細分板塊，如CRO&CDMO、科研上遊、特色原料藥等。
錦欣生殖：中共中央辦公廳、國務院辦公廳發佈《育兒補貼制度實施方案》。方案明確，從2025年1月1日起，對符合法律法規規定生育的3週歲以下嬰幼兒發放補貼，至其年滿3週歲。育兒補貼按年發放，現階段國家基礎標準爲每孩每年3600元。面向育兒家庭全國範圍全面直接發放現金補貼不僅直接減輕家庭育兒負擔，更將顯著提振母嬰消費市場，並間接利好輔助生殖產業。
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