資金動向 | 北水火力全開！單日淨掃港股185.73億，阿里巴巴連獲4日加倉
8月19日，南下資金淨買入港股185.73億港元。
其中：淨買入盈富基金70.71億、恒生中國企業22.15億、南方恒生科技14.12億、騰訊控股10.26億、小米集團-W 7.39億、三生製藥2.82億、阿里巴巴-W 2.6億、晶泰控股1.79億、美團-W 1.35億、健康之路1.18億；
淨賣出東方甄選5.12億、中芯國際4.86億、華虹半導體1.48億。
據統計，南下資金已連續4日淨買入阿里巴巴，共計27.8719億港元；連續3日淨買入騰訊，共計27.3253億港元。
北水關注個股
騰訊控股：騰訊控股於8月19日以5.504億港元回購93.2萬股股份。
小米集團：小米集團公吿，第二季度營收1159.6億元，創歷史新高，同比增長30.5%，高於預估的1149.4億元；第二季度淨利潤119.0億元，高於預估的88.8億元；第二季度集團經調整淨利潤為108億元，創歷史新高，同比增長75.4%。小米集團合夥人、集團總裁盧偉冰在今晚的業績電話會上透露，2025全年小米集團整體收入預計增長30%以上，對實現該目標充滿信心。
東方甄選：有消息稱新東方CEO周成剛或涉關聯交易被監管部門立案調查。東方甄選微信公眾號發佈闢謠聲明表示，關於周成剛老師的傳聞純屬謠言，關於“東方甄選佣金率長期超30%”的説法嚴重失實，東方甄選售賣產品確保高品質和高性價比，實際平均佣金率不到20%。針對上述謠言，我司已啟動報警和司法流程，對於這樣的不法行為，我們將一追到底。
阿里巴巴：麥格理髮表報吿，將阿里健康的評級由“跑輸大市”上調至“跑贏大市”，目標價由3.4港元上調至6.78港元，調高2026和2027財年經調整純利預測6%和20%，反映市場整合加強盈利能力。該行相信，在線醫療保健行業已結構性轉好，市場佔有率從離線渠道加速提升，同時對領先的藥廠採用在線渠道推出新藥和特藥感到鼓舞，而母公司阿里巴巴整合88VIP計劃應會帶來額外的流量協同效益。
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