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資金動向 | 北水拋售港股超180億港元,加倉阿里、英諾賽科

8月4日,南下資金淨賣出港股180.92億港元,為5月12日以來最大單日淨賣出額。

其中:淨買入阿里巴巴-W 7.28億、英諾賽科3.62億、快手-W 2.19億、中芯國際2.17億;淨賣出盈富基金145.3億、恒生中國企業63.26億、南方恒生科技14.53億、康方生物3.23億、優必選2.42億、國泰君安國際1.91億。

據統計,南下資金已連續8日淨買入騰訊,共計35.943億港元;連續7日淨買入小米,共計41.6205億港元。

北水關注個股

英諾賽科:公司宣佈,已於近日與英偉達達成合作,聯合推動800 VDC(800伏直流)電源架構在AI數據中心的規模化落地。該架構是英偉達針對未來高效供電兆瓦級計算基礎設施而專門設計的新一代電源系統,相比傳統54V電源,在系統效率、熱損耗和可靠性方面具有顯著優勢,可支持AI算力100-1000倍的提升。

中芯國際:公司公吿,華夏基金旗下的華夏上證科創板50成份交易型開放式指數證券投資基金近期通過證券交易所交易減持中芯國際境內股票65.18萬股,變動比例為0.03%。

阿里巴巴-W:香港交易所宣佈,委任晨壹基金管理合夥人及阿里巴巴集團前董事會主席張勇,為香港交易所旗下中國業務諮詢委員會的最新成員。

優必選:公司近日中標覓億汽車科技超9051萬元人民幣的機器人採購項目,為目前全球最大人形機器人訂單。另外,優必選近日面向智能製造場景推出全尺寸工業人形機器人Walker S2。身高1.76米的Walker S2憑藉突破性的硬件本體設計,不僅完美復現擬人步態行走與精細操作能力,還以全球首創的自主換電技術實現了7*24小時的不間斷作業。

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