資金動向 | 北水掃貨港股超117億港元，搶籌理想汽車近21億港元
7月30日，南下資金淨買入港股117.14億港元。
其中，淨買入理想汽車-W 20.93億、石藥集團8.72億、美團-W 4.47億、阿里巴巴-W 3.57億、騰訊控股1.83億、巨星傳奇1.75億、藥明生物1.71億、小米集團-W 1.48億；淨賣出中芯國際2.05億、信達生物1.21億。
據統計，南下資金已連續5日淨買入騰訊，共計22.724億港元；連續4日淨買入阿里巴巴，共計16.3018億港元。
北水關注個股
理想汽車：理想汽車創始人、董事長兼CEO李想近日正式入駐抖音，入駐當日便漲粉突破8萬。此外，理想首款純電SUV——理想i8將在29日晚發佈。i8定位中大型豪華家用市場，主要競爭對手包括問界M9純電動版、特斯拉Model X和蔚來ES8等車型。里昂報告指出，理想汽車預計BEV i8的售價達35萬至40萬元人民幣，略高於市場預期的33至34萬元人民幣。根據同類車型的發佈情況，初期訂單很可能會轉化爲5000至6000輛的正常化月銷量。
阿里巴巴：渣打與阿里巴巴正式簽署戰略合作備忘錄(MOU)，雙方將合作加快推進金融服務與人工智能(AI)技術的深度融合。阿里雲將協助渣打提升營運效率和客戶體驗，渣打將透過阿里雲AI技術和解決方案，提升行業競爭力。
巨星傳奇：公司公佈，近日附屬公司星創藝(崑山)文娛有限公司與杭州宇樹科技訂立合作協議書。公司表示，集團及宇樹科技將互爲全球範圍內的戰略合作夥伴關係，並將首先在具有陪伴功能與社交屬性的四足機器狗/機器人開發及商業化領域(包括但不限於演藝領域等)開展合作，共同打造具有較強IP屬性的消費級機器人產品。
中芯國際：摩根大通表示，H20解禁利好AI數據中心託管企業，但對本地領先半導體供應鏈企業如中芯國際的市場情緒構成負面影響。此外，公司將於8月7日披露2025年第二季度業績，並計劃於8月8日上午8:30-9:30通過網絡/電話會議方式舉行業績說明會，以方便投資者瞭解公司經營業績情況。
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