資金動向 | 北水爆買港股近154億港元，大幅加倉阿里、美團！
8月27日，南下資金淨買入港股153.71億港元。
其中，淨買入盈富基金55.5億、恒生中國企業30.43億、阿里巴巴-W 21.78億、美團-W 17.83億、南方恒生科技9.53億、康方生物5.73億、華虹半導體3.58億；
淨賣出中芯國際6.58億、小米集團-W 2.97億。
據統計，南下資金已連續9日淨買入騰訊，共計69.2464億港元；連續6日淨買入美團，共計48.3983億港元；連續4日淨買入阿里巴巴，共計44.9676億港元；連續4日淨賣出小米，共計28.0031億港元；連續3日淨賣出中芯國際，共計24.5265億港元。
北水關注個股
阿里巴巴：消息面上，8月26日，國務院發佈關於深入實施“人工智能+”行動的意見。東方證券認為，此次政策將成為AI產業鏈的強心針，類似2015年的“互聯網+”政策，從上游算力到中游模型再到下游的AI應用有望迎來需求與滲透的全面提升，且商業化進程將迎來明顯加速，政策紅利已至，看好AI產業鏈全面勢能釋放。
美團：消息面上，二季度美團實現營收918億元，同比增長11.7%，展現出穩健的發展態勢，進一步鞏固了市場領先地位。本季度，美團繼續為消費者提供更加便捷高效的即時消費體驗，美團App的月活躍用户突破5億。同時，用户年均交易頻次再次創下歷史新高。
康方生物：消息面上，公司上半年總收入為14.12億元，同比增長37.75%。其中，商業銷售收入為14.02億元，較2024年同期的9.39億元增長49.20%。毛利為11.21億元，同比增加18.82%。但公司在此期間的虧損為5.88億元，較2024年同期的虧損2.49億元顯著增加。
華虹半導體：消息面上，Deepseek官方發佈DeepSeek-V3.1版本。東方證券指出，新一代的國產芯片紛紛開始支持FP8，包括沐曦690、芯原VIP9000、寒武紀690、摩爾線程MUSA 3.1 GPU、海光深算三號等。該行認為，隨着國產AI芯片設計技術、製造工藝等方面的提升，且隨着國產大模型的持續發展以及對國產芯片的適配和支持，國產算力的市佔率有望持續提升，國產芯片的行情有望持續推進。
中芯國際：消息面上，昨日權威部門印發《關於深入實施“人工智能+”行動的意見》(下稱《意見》)，其中提到支持人工智能芯片攻堅創新與使能軟件生態培育，加快超大規模智算集羣技術突破和工程落地，優化國家智算資源佈局。
小米集團：消息面上，海通國際表示，看到小米集團的汽車和物聯網部門毛利率擴張及更快營運槓桿的上升空間，但因2025年下半年補貼暫停及互聯網服務增長温和，對需求動能持謹慎態度。海通國際預測全年智能手機出貨量為1.71億台。
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