智通财经APP获悉，8月27日港股市场，北水成交净买入153.71亿港元，其中港股通(沪)成交净买入90.05亿港元，港股通(深) 成交净买入63.66亿港元。 北水净买入最多的个股是盈富基金(02800)、恒生中国企业(02828)、阿里巴巴-W(09988)。北水净卖出最多的个股是中芯国际 (00981)、小米集团-W(01810)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 中芯国际 | 31.06亿 | 36.93 乙 | 67.99 亿 | | HK 00981 | | | -5.86 Z | | 阿里巴巴-W | 27.47 乙 | 16.12 Z | 43.60亿 | | HK 09988 | | | +11.35 亿 | | 腾讯控股 | 20.66亿 | 20.12亿 | 40.78亿 | | HK 00700 | | | +5389.26万 | | 恒生中国 ... | 31.25亿 | 8153.80万 | 32.06亿 | | HK 02828 | | | +30.43 亿 | | 盈富基 ...

该行称对华虹半导体的长期潜力持积极看法，因国内本土化需求日益增长、高产能利用率及持续扩产计 划，以及未来计划由40纳米向28纳米制程转移。该行预期短期催化剂包括持续的产能扩张计划，以及高 产能利用率支持平均售价复苏，将可支持公司股价。 智通财经APP获悉，高盛发布研报称，由于当前华虹半导体(01347)相对目标价已没有上行空间，维 持"中性"评级。该行分别下调2025至2029年盈利预测33%、11%、4%、2%及2%，并上调经营开支预测 8%、5%、1%、1%及1%;目标价由46.9港元升至53.4港元，相当预测明年市盈率45.4倍。 ...

该行称对华虹半导体的长期潜力持积极看法，因国内本土化需求日益增长、高产能利用率及持续扩产计 划，以及未来计划由40纳米向28纳米制程转移。该行预期短期催化剂包括持续的产能扩张计划，以及高 产能利用率支持平均售价复苏，将可支持公司股价。 高盛发布研报称，由于当前华虹半导体(01347)相对目标价已没有上行空间，维持"中性"评级。该行分 别下调2025至2029年盈利预测33%、11%、4%、2%及2%，并上调经营开支预测8%、5%、1%、1%及 1%;目标价由46.9港元升至53.4港元，相当预测明年市盈率45.4倍。 ...

芯片股延续近期涨势，截至发稿，中芯国际(00981)涨5.52%，报59.3港元；晶门半导体(02878)涨4%，报 0.52港元；上海复旦(01385)涨2.66%，报34.7港元；华虹半导体(01347)涨2.26%，报54.4港元。 消息面上，Deepseek官方发布DeepSeek-V3.1版本。据DeepSeek官微，DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度，UE8M0 FP8是针对即将发布的下一代国产芯片设计，国产芯片有望得到大规模应 用。 东方证券指出，新一代的国产芯片纷纷开始支持FP8，包括沐曦690、芯原VIP9000、寒武纪690、摩尔 线程MUSA 3.1 GPU、海光深算三号等。该行认为，随着国产AI芯片设计技术、制造工艺等方面的提 升，且随着国产大模型的持续发展以及对国产芯片的适配和支持，国产算力的市占率有望持续提升，国 产芯片的行情有望持续推进。 ...

Group 1 - Nongfu Spring (09633) reported a 22% year-on-year increase in net profit for the six months ending June 30, 2025, with packaged drinking water revenue growing by 10.7% [1] - Gu Ming (01364) saw a more than 120% year-on-year increase in net profit for the same period, with steady expansion in store count and impressive GMV performance [1] - China Longgong (03339) reported a 37.83% year-on-year increase in net profit, with the loader business being the largest contributor to revenue and profit [1] - AI concept stocks generally rose, with SenseTime (00020) up over 11% and Fourth Paradigm (06682) up over 9%, following the State Council's release of opinions on implementing "AI+" actions [1] - Cao Cao Mobility (02643) reported a 53.5% year-on-year increase in net profit, with gross margin improving from 7.0% to 8.4% [1] Group 2 - H&H International Holdings (01112) experienced a nearly 77% year-on-year decrease in net profit and proposed an interim dividend of HKD 0.19 per share [2] - NIO (09866) saw its stock price rise over 6% this month, benefiting from strong orders for the Onvo L90 and ES8 SUV models [2] - Chip stocks continued their upward trend, with SMIC (00981) up over 6% and Huahong Semiconductor (01347) up over 3%, as institutions remain optimistic about the domestic chip market [2] - Beike (02423) reported a 7.2% year-on-year decrease in net profit for the mid-year results, with Nomura indicating that its third-quarter guidance was below expectations [2] Group 3 - Gaotu (GOTU.US) reported a more than 37% year-on-year increase in revenue for Q2, alongside a new stock buyback plan worth up to USD 100 million [3] - NIO (NIO.US) rose 10.02% as Morgan Stanley highlighted strong orders for the ES8 and a shift in market sentiment towards next year's models [3] - XPeng Motors (XPEV.US) increased by 5.46% as it announced the official launch of the new P7 model on August 27 [3] - Boeing (BA.US) rose 3.51% after Korean Air announced a purchase order for aircraft valued at approximately USD 36.5 billion [4]

芯片股延续近期涨势，上海复旦（01385）上涨13.25%，报38.28港元；中芯国际（00981）上涨6.41%， 报59.80港元；晶门半导体（02878）上涨6%，报0.53港元；华虹半导体（01347）上涨4.23%，报55.45 港元。 来源：新浪港股 ...

然而，由于当前股价相对该行目标价已没有上行空间，维持"中性"评级。该行分别下调2025至2029年盈 利预测33%、11%、4%、2%及2%，并上调经营开支预测8%、5%、1%、1%及1%；该行将其目标价由 46.9港元上调至53.4港元，相当预测明年市盈率45.4倍。 高盛发表研究报告指，对华虹半导体的长期潜力持积极看法，因国内本土化需求日益增长、高产能利用 率及持续扩产计划，以及未来计划由40纳米向28纳米制程转移。该行预期短期催化剂包括持续的产能扩 张计划，以及高产能利用率支持平均售价复苏，将可支持公司股价。 ...

东方证券指出，新一代的国产芯片纷纷开始支持FP8，包括沐曦690、芯原VIP9000、寒武纪690、摩尔 线程MUSA 3.1 GPU、海光深算三号等。该行认为，随着国产AI芯片设计技术、制造工艺等方面的提 升，且随着国产大模型的持续发展以及对国产芯片的适配和支持，国产算力的市占率有望持续提升，国 产芯片的行情有望持续推进。 消息面上，Deepseek官方发布DeepSeek-V3.1版本。据DeepSeek官微，DeepSeek-V3.1使用了UE8M0 FP8 Scale的参数精度，UE8M0 FP8是针对即将发布的下一代国产芯片设计，国产芯片有望得到大规模应 用。 智通财经APP获悉，芯片股延续近期涨势，截至发稿，中芯国际(00981)涨5.52%，报59.3港元；晶门半 导体(02878)涨4%，报0.52港元；上海复旦(01385)涨2.66%，报34.7港元；华虹半导体(01347)涨2.26%， 报54.4港元。 ...

Key Points - The top three companies with net inflows of southbound funds are Kuaishou-W (01024) with 1.159 billion, SMIC (00981) with 1.079 billion, and Meituan-W (03690) with 1.006 billion [1] - The top three companies with net outflows of southbound funds are Xpeng Motors-W (09868) with -1.304 billion, Xiaomi Group-W (01810) with -0.902 billion, and Hua Hong Semiconductor (01347) with -0.756 billion [1] - In terms of net inflow ratio, Anhui Wanshan Expressway (00995) leads with 74.12%, followed by Yuexiu Transport Infrastructure (01052) with 64.51%, and Qin Port Co. (03369) with 59.89% [1] - The companies with the highest net outflow ratios are Swire Properties (01972) at -49.10%, Hopson Development Holdings (00754) at -47.11%, and Ansteel (00347) at -45.34% [1] Net Inflow Rankings - Kuaishou-W (01024) had a net inflow of 1.159 billion, representing a 19.73% increase in closing price to 74.90 [2] - SMIC (00981) saw a net inflow of 1.079 billion, with a closing price increase of 10.06% to 56.90 [2] - Meituan-W (03690) experienced a net inflow of 1.006 billion, with a closing price increase of 1.11% to 118.40 [2] Net Outflow Rankings - Xpeng Motors-W (09868) had the largest net outflow of -1.304 billion, with a closing price increase of 13.60% to 91.90 [2] - Xiaomi Group-W (01810) saw a net outflow of -0.902 billion, with a closing price increase of 2.34% to 52.55 [2] - Hua Hong Semiconductor (01347) experienced a net outflow of -0.756 billion, with a closing price increase of 17.85% to 56.00 [2] Additional Net Inflow and Outflow Ratios - Anhui Wanshan Expressway (00995) had a net inflow ratio of 74.12% with a closing price of 12.20 [3] - Yuexiu Transport Infrastructure (01052) had a net inflow ratio of 64.51% with a closing price of 4.18 [3] - Qin Port Co. (03369) had a net inflow ratio of 59.89% with a closing price of 2.22 [3] - Swire Properties (01972) had a net outflow ratio of -49.10% with a closing price of 20.92 [3] - Hopson Development Holdings (00754) had a net outflow ratio of -47.11% with a closing price of 3.78 [3] - Ansteel (00347) had a net outflow ratio of -45.34% with a closing price of 2.22 [3]

沪港通（南向）十大活跃成交公司 智通财经APP获悉，2025年8月26日当天，盈富基金(02800)、中芯国际(00981)、阿里巴巴-W(09988)位 居沪港通（南向）成交额前3位，成交额分别为50.10 亿元、38.61 亿元、32.89 亿元；阿里巴巴- W(09988)、中芯国际(00981)、腾讯控股(00700) 位居深港通（南向）成交额前3位，成交额分别为21.85 亿元、19.52 亿元、18.10 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 盈富基金(02800) | 50.10 亿元 | +49.97 亿元 | | 中芯国际(00981) | 38.61 亿元 | -7.08 亿元 | | 阿里巴巴-W(09988) | 32.89 亿元 | +4.48 亿元 | | 腾讯控股(00700) | 26.97 亿元 | +9.11 亿元 | | 东方甄选(01797) | 20.80 亿元 | -2.37 亿元 | | 美团-W(03690) | 19.37 亿元 | +8420.81 万元 | | 恒生中国企业(02828) | 18 ...