資金動向 | 北水掃貨騰訊近16億港元，連續6日出逃小米！
8月29日，南下資金淨買入港股120.46億港元。
其中，淨買入騰訊15.84億、阿里巴巴-W 11.49億、信達生物7.18億、國泰君安國際2.61億、晶泰控股2.31億。
淨賣出小米集團8.61億、新華保險3.34億。
據統計，南下資金已連續6日淨買入阿里巴巴，共計59.7552億港元；連續6日淨賣出小米，共計39.612億港元。
北水關注個股
騰訊：消息面上，上半年，騰訊實現營收3645.3億元，同比增長13.7%；歸母淨利潤1034.5億元，同比增長15.6%。
阿里巴巴：消息面上，阿里巴巴公佈截至自然年2025年6月末的2026財年第一財季（下稱二季度）財報：營收2476.5億元人民幣，同比增長2%，預估2531.7億元人民幣。淨利潤大幅增長76%至424億元。
信達生物：交銀國際就信達生物發佈研報稱，公司上市產品銷售延續強勢，管線全球開發進入關鍵階段，長期行業龍頭地位穩固，上調目標價至105港元，維持買入評級。
國泰君安國際：消息面上，國泰君安國際8月28日公告，國泰海通集團下屬公司國泰君安國際控股有限公司宣佈正式爲香港投資者推出加密貨幣交易服務，旨在滿足香港投資者對加密貨幣市場日益成長的需求。公告稱，客戶成功開通加密貨幣賬戶後，可立即交易包括比特幣、以太幣等不同的加密貨幣。
晶泰控股：消息面上，公司上半年實現營業收入5.17億元人民幣(下同)，按年增長403.8%。按年扭虧爲盈，錄純利8,279.5萬元，對上財年同期蝕12.37億元；每股盈利1.51分。不派息。
小米集團：消息面上，小米集團2025年第二季度的營收和利潤均創下歷史新高。期內實現營收1160億元，同比增長3.5%，主要得益於IoT和汽車業務的強勁增長
新華保險：消息面上，新華保險披露中報。1H25 實現歸母淨利潤147.99 億元，同比大幅增長33.5%，對應2Q25 單季度同比增速達45.2%。期末歸母淨資產834.07 億元，較年初下降13.3%，但環比1Q25 提升4.5%。業績表現好於預期，得益於投資收益大增所致。
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