資金動向 | 北水掃貨港股51.66億港元,加倉快手、中芯國際
8月22日,南下資金淨買入港股51.66億港元。
其中:淨買入快手-W 11.73億港元、中芯國際10.93億港元、美團-W 10.09億港元、騰訊控股4.61億港元、阿里巴巴-W 3.85億港元、中興通訊3.16億港元;淨賣出小鵬汽車-W 13.09億港元、小米集團-W 9.02億港元、華虹半導體7.5億港元。
據統計,南下資金已連續6日淨買入騰訊,共計60.3358億港元;連續3日淨買入美團,共計25.3526億港元。

北水關注個股
快手:中金報告稱,快手第二季業績勝預期,看好其人工智能(AI)生態持續升級具備估值溢價,上調目標價11%,至89港元,維持“跑贏行業”評級。中金稱,快手二季度收入及非國際財務報告會計準則計量淨利潤均勝預期,期內廣告收入同比升13%;AI可靈收入逾2.5億元,環比升67%,符預期。
中芯國際:①DeepSeek在其官宣“正式發佈DeepSeek-V3.1”的文章里面提到,DeepSeek-V3.1使用了UE8M0FP8Scale的參數精度,UE8M0FP8是針對即將發佈的下一代國產芯片設計。②據The Information,英偉達下令暫停H20芯片生產。天風證券表示,全球半導體增長延續樂觀增長走勢,2025年AI驅動下遊增長。同時,政策對供應鏈中斷與重構風險持續升級,國產替代持續推進。
騰訊控股:騰訊控股8月22日以5.505億港元回購91.7萬股股份。
阿里巴巴:阿里巴巴8月22日凌晨面向全球用戶發佈了Agentic編程平臺Qoder。Qoder可一次檢索10萬個代碼文件,可實現AI自主研發,提升真實軟件的開發效率。使用Qoder開發一個電商網站的前後端,可將原本需要數天的工作縮短到十分鐘。
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