資金動向 | 北水狂拋港股204億港元歷史新高！加倉中芯國際近9億
8月28日，南下資金淨賣出港股204.41億港元，為有史以來單日最大淨賣出額。
其中，淨買入中芯國際8.92億、康方生物5.11億、華虹半導體4.63億、中國人壽3.83億、美團-W 3.33億、阿里巴巴-W 3.29億、中國海洋石油2.53億、地平線機器人-W 2.41億晶泰控股2.24億。
淨賣出盈富基金118.9億、恒生中國企業47.76億、騰訊控股5.83億、小米集團-W 2.99億。
據統計，南下資金已連續7日淨買入美團，共計51.732億港元；連續5日淨買入阿里巴巴，共計48.2652億港元；連續5日淨賣出小米，共計31.0019億港元。
市場分析人士指出，投資者正在重返A股市場。
北水關注個股
中芯國際：消息面上，中芯國際上半年收入 44.56 億美元，同比增長 22%；淨利潤 3.2 億美元，同比增長 35.6%。其中，晶圓代工業務收入為 42.286 億美元同比增長 24.6%。
康方生物：中金發佈研報稱，康方生物半年收入同比增長37.75%，業績符合該行預期。該行維持集團今明兩年的盈測，續予“跑贏行業”評級，上調AK112臨牀成功率，並將Summit AK112再授權的預測納入估值。因此，該行大幅調升集團目標價87.5%至225港元。
華虹半導體：消息面上，華虹半導體上半年實現營業收入80.18億元，同比增長19.09%，但淨利潤僅為0.74億元，同比大幅下降71.95%，主要源於華虹製造項目投產初期的產能爬坡成本以及公司整體研發投入的持續增加。公司研發費用達9.39億元，同比增長21.71%，佔營業收入比例為11.99%。
騰訊控股：消息面上，騰訊控股在港交所公吿顯示，8月28日以每股590.500港元至598.500港元的價格回購92.70萬股，回購金額達5.51億港元。自8月18日以來公司已連續9日進行回購，合計回購827.20萬股，累計回購金額49.56億港元。 其間該股累計上升0.34%。今年以來該股累計進行71次回購，合計回購9715.60萬股，累計回購金額449.99億港元。
小米集團：消息面上，小米澎湃OS3今日下發布。小米總裁盧偉冰表示：這一次小米的目標就是把系統做順，小米澎湃OS3的發佈，是階段性的成果，也將是小米不斷精進用户體驗的新起點。小米會於8月29日為首批Beta機型開啟陸續推送，覆蓋Xiaomi 15系列、Xiaomi Pad 7S Pro 12.5、Xiaomi Pad 7 Pro、REDMI K80 Pro、REDMI K80 至尊版，並將陸續為更多機型開啟推送。
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