資金動向 | 北水爆買港股131億港元，搶籌港股ETF、科技股
7月31日，南下資金淨買入港股131.26億港元。
其中：淨買入盈富基金24.05億、恆生中國企業17.82億、美團-W 13.98億、快手-W 13.83億、阿里巴巴-W 10.43億、南方恆生科技9.73億、小米集團-W 4.41億、騰訊控股4.33億、中芯國際2.21億；淨賣出老鋪黃金2.78億、石藥集團1.13億。
據統計，南下資金已連續6日淨買入騰訊，共計27.055億港元；連續5日淨買入阿里巴巴，共計26.7318億港元；連續5日淨買入小米，共計30.3639億港元。
北水關注個股
中芯國際：近日，英偉達算力芯片被曝出存在嚴重安全問題。此前，美議員呼籲要求美出口的先進芯片必須配備“追蹤定位”功能。美人工智能領域專家透露，英偉達算力芯片“追蹤定位”“遠程關閉”技術已成熟。爲維護中國用戶網絡安全、數據安全，依據《網絡安全法》《數據安全法》《個人信息保護法》有關規定，國家互聯網信息辦公室於2025年7月31日約談了英偉達公司，要求英偉達公司就對華銷售的H20算力芯片漏洞後門安全風險問題進行說明並提交相關證明材料。
美圖：美圖公司近日發佈正面盈利預告，預計2025上半年經調整淨利潤同比增長約65％-72％，並表示其核心業務“影像與設計產品”收入上半年實現快速增長。多家大行點評稱，這一盈利預警好於預期。大摩認爲，美圖將繼續憑藉其AI應用的商業化成果，通過全球化和生產力戰略實現盈利，並將目標價提至14.4港元。中信里昂表示，美圖有望保持全年業績高速增長，目標價上調至14.1港元。
老鋪黃金：華泰證券發表研究報告，老鋪黃金髮布正面盈利預告，預計2025年上半年實現收入約120億至125億元，年增約241%至255%，淨利潤約22.3億元至22.8億元，按年增約279%至288%。老鋪上半年業績實現強勁增長，該行認爲主要來源於在線、線下存量店鋪貢獻，上海港匯恆隆、新加坡首店、上海IFC等新增大店分別於5月及6月開業、有望於下半年明顯貢獻增量業績；並繼續看好老鋪黃金的競爭優勢及高成長勢頭，維持“買入”評級，目標價1200港元不變，對應2025年38.5倍市盈率。
騰訊控股：招商證券國際發表報告，中國遊戲市場在上半年實現強勁增長，憑藉新產品、AI及精細化營運，該行重點覆蓋公司的表現超越同行。對於第二季及全年展望，該行認爲豐富的遊戲儲備有望持續推動增長，利潤率擴張。該行預計騰訊、網易及嗶哩嗶哩第二季遊戲收入將按年增長15%、18%及13%，2025財年按年增15%、13%及13%。
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