Market Overview - On August 22, the Hang Seng Index rose by 0.93%, closing at 25,339.14 points, with a total net inflow of HKD 5.166 billion through the southbound trading channel [1] - The total trading volume for the southbound trading was HKD 159.704 billion, with a net buy of HKD 5.166 billion [1] Trading Activity - In the Shanghai-Hong Kong Stock Connect, the trading volume was HKD 99.911 billion with a net buy of HKD 0.591 billion, while in the Shenzhen-Hong Kong Stock Connect, the trading volume was HKD 59.793 billion with a net buy of HKD 4.574 billion [1] - The most actively traded stock in the Shanghai-Hong Kong Stock Connect was SMIC, with a trading volume of HKD 8.649 billion, followed by Tencent Holdings and Alibaba-W, with trading volumes of HKD 4.385 billion and HKD 3.437 billion, respectively [1] Stock Performance - In terms of net buy amounts, Meituan-W had the highest net buy of HKD 0.613 billion, closing with a price increase of 1.11% [1] - Xiaomi Group-W experienced the highest net sell amount of HKD 0.751 billion, closing with a price increase of 2.34% [1] - In the Shenzhen-Hong Kong Stock Connect, SMIC led with a net buy of HKD 0.879 billion, closing with a price increase of 10.06% [2] - Xiaopeng Motors-W had the highest net sell amount of HKD 0.848 billion, closing with a price increase of 13.60% [2] Active Stocks Summary - The top active stocks in the southbound trading included: - SMIC: Trading volume of HKD 49.08 billion, net buy of HKD 0.879 billion, and a daily increase of 10.06% [2] - Tencent Holdings: Trading volume of HKD 23.58 billion, net sell of HKD 0.084 billion, and a daily increase of 1.18% [2] - Huahong Semiconductor: Trading volume of HKD 21.97 billion, net sell of HKD 0.061 billion, and a daily increase of 17.85% [2]

| 名称 | | 最新价 | 涨跌幅 | | --- | --- | --- | --- | | 恒生指数 | Ammon | 25339.14 | +0.93% | | 800000 | | | | | 国企指数 | Ammon | 9079.93 | +1.17% | | 800100 | | | | | 恒生科技指数 | HOUSE ROOM - RONAL - | 5647.68 | +2.71% | | 800700 | | | | 另一方面，行业旺季客座率环比略降，反内卷助力航司收益水平边际改善，航空股逆势下跌，中国国航 放量跌超5%，铜业股、脑机接口概念股、煤炭股、光伏股、濠赌股、家电股多数表现低迷。(格隆汇) 格隆汇8月22日｜港股三大指数午后持续走高，市场情绪高涨，本周呈现先抑后扬行情。恒生科技指数 大幅上涨2.71%涨幅一马当先，恒生指数、国企指数分别上涨0.93%及1.17%，国指重回9000点关口。 盘面上，作为市场风向标的大型科技股午后集体拉升转涨，快手涨超4%，小米涨2.34%，阿里巴巴涨 2%，腾讯、美团涨超1%，百度、京东等均有涨幅；两则消息引爆半导体芯片股，华虹半导体大涨近 ...

恆指 (HSI) 1、恆指：看多投資者認為指數趨勢向上，下週一高開300-500點，挑戰26000點，過夜牛證，收回價24928點。看淡投資者認為近牛太多，下周去25000，入 熊好時機。 Simon:指數收25339點，十分貼近今日高位（25349點），重回保力加通道中線。信號總結為"買入"，整體向好。數據系統分析當前阻力位在25578點，突破 則上試25995點。參考下方支持位24922點，接近投資者的觀點。如果部署熊證的投資者，參考短線支持位。 信號總結 賣出信號 中立信號 買入信號 買入 2 恆指(HSI)衍生品回顧 8 11 5% 5% -0.07% 瑞銀熊證 67192 新 6 百勝塞 2、中興通訊 (00763.HK)：走勢太強了，還有上升空間嗎？窩輪市場上，投資者看至42元，持有行使價認購證40元。 Simon:股價從8月中開始轉強，近兩日的股價越來越強勁，今日最高36.1元。收在36.06元。信號總結為"買入"，整體繼續看好。數據系統分析的阻力位在 39.9元和43元，有望突破投資者期待的42元。如果投資者持有行使價40元的產品，以現價算，產品價外12%的幅度。如果阻力位看，也是個合理的選擇 ...

港股週五早盤半導體板塊表現活躍，華虹半導體（01347）成為市場關注焦點。上午11點，股價報52.75元，上漲10.90%，盤中高見53.6元。盤中交投活躍。 該股近期在技術面上呈現強勢格局，多項指標支持短線看漲觀點。 | 信號總結 買入 | | | | --- | --- | --- | | | 賣出信號 中立信號 | 買入信號 | 從技術走勢觀察，華虹目前處於上升通道中。股價站穩所有主要移動平均線之上，10天線（46.83元）提供即時支撐，30天線（41.71元）和60天線（37.24 元）在下方構成強力支持區。這種均線多頭排列顯示中短期趨勢向好，資金流入跡象明顯。 根據最新數據系統顯示：支持位與阻力位分析表明，即市第一支持位在43元，第二支持位在39.8元水平。上方阻力則先看50.8元，突破後有望挑戰55.2元關 口。當前價位距離關鍵阻力位僅有約7%的空間，短期突破可能性值得關注。 技術指標呈現積極信號。RSI指標處於71水平，顯示買盤力量強勁但已進入超買區。技術指標總結發出「買入」信號，強度達12。多個趨勢指標顯示買入信 號，包括MACD、一目均衡表和保力加通道均發出買入訊號，但動量指標提示「賣出」， ...

沪港通（南向）十大活跃成交公司 智通财经APP获悉，2025年8月22日当天，中芯国际(00981)、腾讯控股(00700)、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86.49 亿元、43.85 亿元、34.37 亿元；中芯国际 (00981)、腾讯控股(00700)、华虹半导体(01347) 位居深港通（南向）成交额前3位，成交额分别为49.08 亿元、23.58 亿元、21.97 亿元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 中芯国际(00981) | 86.49 亿元 | +2.14 亿元 | | 腾讯控股(00700) | 43.85 亿元 | +5.45 亿元 | | 阿里巴巴-W(09988) | 34.37 亿元 | -1.02 亿元 | | 华虹半导体(01347) | 33.14 亿元 | -6.13 亿元 | | 小米集团-W(01810) | 27.02 亿元 | -7.51 亿元 | | 小鹏汽车-W(09868) | 26.23 亿元 | -4.61 亿元 | | 中兴通讯(00763) | 26.0 ...

《投资者网》引线 夏莹 财务层面，2025年二季度，华虹营业收入5.66亿美元，同比增长18.3%；归母净利润795.2万美元，同比 增长19.2%。 时钟滴答，三年承诺进入倒计时。华虹系这艘巨轮，终于开始调转船头。 8月17日，一则公告把1300亿元市值的芯片巨无霸——华虹半导体（688347.SH/01347.HK）推上镁光 灯。公司称，将以"股份+现金"的组合拳，拿下同门上海华力微电子（下称"华力微"）的控股权，并同 步配套募资。 若交易落定，这将是科创板开板以来，成熟制程领域最阔绰的一次内部整合。 成熟制程版图再聚合 故事缘起一纸承诺。2023年8月7日，华虹半导体登陆科创板时，母公司华虹集团曾立下"三年内解决同 业竞争"的军令状——把华力微注入上市平台。 如今，大限将至，集团选择兑现诺言，也意味着中国大陆第二大晶圆代工厂的成熟制程资产将首次归于 同一上市平台。 华虹公司在公告中称，本次交易收购标的资产为华力微所运营的华虹五厂，该业务与华虹公司在65/55 纳米、40纳米制程业务存在同业竞争。华虹公司还称，目前交易正处于筹划阶段，初步确定的交易对手 方为上海华虹（集团）有限公司、上海集成电路产业投资基 ...

Group 1 - Southbound funds recorded a net purchase of 51.66 billion HKD today [1] - The top three net purchases were Kuaishou-W, SMIC, and Meituan-W, with net purchases of 11.73 billion HKD, 10.93 billion HKD, and 10.09 billion HKD respectively [1] - In terms of net selling, Xpeng Motors-W, Xiaomi Group-W, and Hua Hong Semiconductor experienced net sales of 13.09 billion HKD, 9.03 billion HKD, and 7.5 billion HKD respectively [1]

Core Viewpoint - Southbound funds recorded a net purchase of HKD 51.66 billion, indicating strong investor interest in specific stocks [1] Group 1: Net Purchases - Kuaishou-W received a net purchase of HKD 11.73 billion, leading the gains among southbound funds [1] - Semiconductor Manufacturing International Corporation (SMIC) saw a net purchase of HKD 10.93 billion, reflecting positive sentiment in the semiconductor sector [1] - Meituan-W had a net purchase of HKD 10.09 billion, highlighting its attractiveness to investors [1] Group 2: Net Sales - Xpeng Motors-W experienced a net sale of HKD 13.09 billion, indicating a decline in investor confidence [1] - Xiaomi Group-W faced a net sale of HKD 9.03 billion, suggesting potential concerns regarding its market performance [1] - Hua Hong Semiconductor recorded a net sale of HKD 7.5 billion, reflecting a negative outlook from investors [1]

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from Northbound trading, with a total net buy of HKD 51.66 billion on August 22, 2023, indicating strong investor interest in certain stocks while others faced net sell-offs [1]. Group 1: Stock Performance - Kuaishou-W (01024) received the highest net buy of HKD 11.72 billion, supported by its strong Q2 earnings report showing a revenue of HKD 350.5 billion, a year-on-year increase of 13.1%, and an adjusted net profit of HKD 56.2 billion, up 20.1% [4]. - Semiconductor stocks showed mixed results, with SMIC (00981) and ZTE Corporation (00763) gaining net buys of HKD 10.92 billion and HKD 3.16 billion respectively, while Hua Hong Semiconductor (01347) faced a net sell of HKD 7.5 billion [5]. - Meituan-W (03690) attracted a net buy of HKD 10.08 billion, bolstered by its international expansion efforts, including the launch of its food delivery brand Keeta in Qatar [5]. Group 2: Notable Transactions - Tencent (00700) saw a net buy of HKD 4.61 billion, driven by a 17% year-on-year increase in domestic game revenue to HKD 404 billion in Q2 [6]. - Xiaopeng Motors-W (09868) experienced a significant net sell of HKD 13.08 billion, following a 13% surge in its stock price, as investors took profits [7]. - Alibaba-W (09988) recorded a net buy of HKD 3.85 billion, while Xiaomi Group-W (01810) faced a net sell of HKD 9.02 billion [7].

市场聚焦全球央行年会鲍威尔讲话，此外，科技股行情带动港股上升，恒生科技指数今日大涨近3%。 截止收盘，恒生指数涨0.93%或234.53点，报25339.14点，全日成交额为2855.84亿港元；恒生国企指数 涨1.17%，报9079.93点；恒生科技指数涨2.71%，报5647.68点。全周来看，恒指累涨0.27%，国指累涨 0.45%，恒科指累涨1.89%。 招商证券指出，展望后市，仍然对港股市场保持乐观态度。截至目前数据，港股中报盈利向好，业绩预 喜率创三年来新高，"新经济"含量更高的港股盈利或先于A股持续改善。在前几次牛市中港股指数高度 略逊于A股，所以在本轮配置时，建议聚焦与A股存在差异化的方向，节奏上建议先创新药（流动性宽 松+BD数据持续向好），再互联网（外卖大战拐点出现），最后新消费（宏观经济与盈利拐点出现）。 热门板块方面 盘面上，大型科技股集体上扬，快手绩后涨超4%，阿里巴巴涨近2%，腾讯涨超1%。DeepSeek新版本 引爆芯片股，华虹半导体大涨17%，中芯国际涨10%；汽车股多数向好，何小鹏斥资约2.5亿增持股份， 小鹏汽车劲升13%，蔚来全新ES8正式开启预售，股价涨11%；市场交投 ...