Group 1 - Southbound funds recorded a net sell of HKD 18.092 billion in Hong Kong stocks on August 4, marking the largest single-day net sell since May 12 [1] - Notable net purchases included Alibaba-W at HKD 728 million, InnoCare Pharma at HKD 362 million, Kuaishou-W at HKD 219 million, and SMIC at HKD 217 million [1] - Significant net sells included the Tracker Fund of Hong Kong at HKD 14.53 billion, Hang Seng China Enterprises at HKD 6.326 billion, and Southern Hang Seng Technology at HKD 1.453 billion [1] Group 2 - InnoCare Pharma announced a partnership with NVIDIA to promote the large-scale implementation of the 800 VDC power architecture in AI data centers, which offers significant advantages over traditional systems [3] - SMIC reported that Huaxia Fund recently reduced its holdings in SMIC's domestic stocks by 651,800 shares, representing a change of 0.03% [3] - Alibaba-W was appointed Zhang Yong, former chairman of Alibaba Group, to the China Business Advisory Committee of the Hong Kong Stock Exchange [3] - UBTECH Robotics won a robot procurement project worth over RMB 90.51 million from Miyi Automotive Technology, marking the largest humanoid robot order globally [3] - UBTECH also launched the full-size industrial humanoid robot Walker S2, featuring innovative hardware design and autonomous battery swapping technology for continuous operation [3]
资金动向 | 北水抛售港股超180亿港元，加仓阿里、英诺赛科