資金動向 | 北水掃貨港股超62億港元,拋售中芯國際超4億港元
南下資金今日淨買入港股62.71億港元。
其中:淨買入阿里巴巴-W 7.3億、盈富基金6.83億、小米集團-W 4.72億、再鼎醫藥2.16億、康方生物2.01億、騰訊控股1.04億;淨賣出中芯國際4.26億、華虹半導體3.35億、和黃醫藥1.58億、石藥集團1.32億。
據統計,南下資金已連續12日淨買入騰訊,共計64.7567億港元;連續5日淨買入阿里巴巴,共計33.3906億港元。

北水關注個股
小米集團-W:中金髮表報告,下調小米集團目標價9%至70港元,對應2025及2026年經調整淨利潤市盈率34.4倍及25.1倍,維持“跑贏行業”評級。
再鼎醫藥:在港交所發佈中期業績報告,期內總收入約2.16億美元,同比增長15.35%;淨虧損8916.5萬美元,同比收窄33.33%。
中芯國際:昨晚公佈業績顯示,2025年Q2營收22.09億美元,同比增長16.2%,環比下降1.7%;公司擁有人應佔利潤1.325億美元,環比下降29.5%,同比下降19.5%。中芯國際預計第三季度收入環比增長5%-7%;毛利率介於18%-20%範圍內,中位數19%低於Q2的20.4%,暗示管理層對盈利能力持謹慎態度。
和黃醫藥:今年上半年綜合收入約2.8億美元,同比跌9%。更新腫瘤/免疫業務綜合收入的2025年全年指引,由早前指引3.5億美元-4.5億美元,下修至2.7億美元-3.5億美元
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