今日，南下资金净买入港股90.61亿港元。
其中，净买入盈富基金45.48亿、恒生中国企业13.17亿、阿里巴巴-W 6.42亿、中芯国际4.14亿、比亚迪电子2.6亿、小米集团-W 1.78亿、速腾聚创1.64亿。
净卖出腾讯控股8.29亿、中国移动2.89亿、美团-W 2.62亿。
据统计，南下资金连续2日大幅净卖出腾讯，共计30.7662亿港元。
北水关注个股
腾讯控股今日微涨0.62%，报420.4港元/股，总市值为3.88万亿港元。
阿里巴巴今日涨1.03%，报98.55港元/股，总市值1.87万亿港元。
全球顶尖人工智能科学家、前Salesforce集团副总裁许主洪（Steven Hoi）正式加入阿里巴巴，出任阿里集团副总裁，负责AI To C业务的多模态基础模型及Agents相关基础研究与应用解决方案。
中芯国际今日大涨7.16%，报47.9港元/股，总是子3821.56亿港元。
交银国际认为，模型门槛降低在利好国产算力芯片的同时，或对整个国产半导体产业链的业务产生积极影响，包括利好国产晶圆代工公司中芯国际和华虹半导体的产能利用率等业务指标，以及利好国产半导体设备，包括北方华创等的设备需求。
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