資金動向 | 北水狂買中國人壽6.72億港元，中芯國際獲連續5日淨買入
8月18日，南下資金淨買入港股13.86億港元。其中：
淨買入中國人壽6.72億港元、阿里巴巴-W 6.17億港元、華虹半導體3.89億港元、騰訊控股2.99億港元、東方甄選2.99億港元、中芯國際1.62億港元；淨賣出盈富基金64.13億港元、恆生中國企業14.45億港元、南方恆生科技5.73億港元、小米集團-W 2.1億港元、快手-W 1.49億港元。
據統計，南下資金已連續5日淨買入中芯國際，共計10.3549億港元；連續3日淨買入阿里巴巴，共計25.2673億港元。
北水關注個股
中國人壽：據天眼查工商信息顯示，近日，長沙聚財壹號股權投資基金合夥企業（有限合夥）成立，執行事務合夥人爲國壽置業投資管理有限公司，出資額8.01億人民幣，經營範圍包括以私募基金從事股權投資、投資管理、資產管理等活動。股權全景穿透圖顯示，該基金由財信吉祥人壽保險股份有限公司、中國人壽旗下國壽置業投資管理有限公司共同出資。
華虹半導體：中金髮表研究報告指出，華虹半導體次季營收5.66億美元，按年升18.3%，符合此前指引的5.5至5.7億美元區間；毛利率10.9%，按年升0.4個百分點，超出此前指引7%至9%；歸母淨利潤800萬美元，按年升19.2%，整體略超該行預期，因產能利用率和晶圓平均售價超預期。該行上調目標價39%至50港元，維持“跑贏行業”評級。
騰訊控股：據港交所，騰訊控股18日回購93.1萬股股票，斥資5.5億港元。高盛發表研究報告指出，騰訊控股第二季業績強勁，錄得四年來最快收入增長及歷史最高毛利率，強化了該行對騰訊作爲中國互聯網行業中最具優勢企業之一的看法，其憑藉獨特的微信生態系統及全球遊戲資產，通過人工智能應用推動其所有業務線(遊戲、廣告、金融科技、雲端、電子商務)的增長。高盛將騰訊12個月目標價從658港元上調至701港元，維持“買入”評級，繼續是該行在中國互聯網行業中的核心投資選擇，遊戲爲該行首選的子行業。
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