（原标题：爆发！南向资金大举买入！年度净流入规模或超万亿港元） 在港股市场"赚钱效应"推动下，南向资金今日再现强势流入。 8月5日，南向资金净买入港股234.25亿港元，为近一个月内第二次单日净流入突破200亿港元。这一数据不仅延续了年内南向资金持续加仓港股的 趋势，更凸显内地资金对港股核心资产的配置信心。 市场分析人士指出，港股短期经过震荡调整后，随着中美关系阶段性改善、美联储降息预期升温，港股市场再次吸引了内地资金关注。 净买入超230亿港元 在8月4日罕见净流出180.92亿港元后，南向资金8月5日恢复净买入。截至收盘，南向资金净买入港股的金额为234.25亿港元，年内南向资金净买入 港股金额达到8843.81亿港元，刷新历史纪录。 对于今日港股市场回流的原因，有分析人士指出，近期美联储降息预期显著回温，海外流动性持续好转，增强了内地资金对港股市场的信心。此 外，多家港股上市公司中期业绩表现较好，同样也吸引了内地资金的关注。 美国劳工部8月1日公布的数据显示，今年7月，美国非农业部门新增就业人数7.3万，低于预期，失业率小幅上升至4.2%。同时，5月和6月的新增 非农就业数据被大幅向下修正。其中，5月新 ...

Summary of Key Points Core Viewpoint - On August 5, southbound funds recorded a total trading volume of 129.701 billion HKD, with a net buying amount of 23.425 billion HKD, marking the highest net buying since April 10 [1] Trading Overview - The Hang Seng Index rose by 0.68% on August 5, with total southbound fund purchases amounting to 76.563 billion HKD and sales amounting to 53.138 billion HKD, resulting in a total trading volume of 129.701 billion HKD [1] - Breakdown of trading through Stock Connect: - Northbound Stock Connect (Shanghai): - Buy: 48.220 billion HKD - Sell: 34.284 billion HKD - Net Buy: 13.936 billion HKD - Northbound Stock Connect (Shenzhen): - Buy: 28.343 billion HKD - Sell: 18.854 billion HKD - Net Buy: 9.489 billion HKD [1]

Core Insights - Southbound funds recorded a net inflow exceeding 20 billion Hong Kong dollars as of the report date [1] Group 1 - The net buying activity indicates strong investor interest in the Hong Kong market from mainland investors [1] - The significant inflow of capital may reflect positive sentiment towards specific sectors or companies within the Hong Kong market [1] - This trend could potentially influence market dynamics and stock performance in the near term [1]

人民财讯8月5日电，截至发稿，南向资金净买入额超150亿港元。 ...

Core Points - The Hang Seng Index closed at 24,902.53, up by 169.08 points, representing a gain of 0.68% [1][2] - The State-Owned Enterprises Index closed at 8,951.07, increasing by 57.59 points, with a rise of 0.65% [1][2] - The Red Chip Index finished at 4,228.54, up by 22.19 points, reflecting a growth of 0.53% [1][2] - Southbound capital recorded a net inflow of 23.426 billion Hong Kong dollars on the same day [1]

Group 1 - The core point of the news is that southbound funds have net purchases exceeding 9 billion Hong Kong dollars as of the report date [1] Group 2 - The report indicates a significant inflow of capital into the market, suggesting positive investor sentiment [1] - The net buying figure reflects a strong interest from investors in the southbound trading channel [1] - This activity may indicate potential growth opportunities in the relevant sectors or companies involved [1]

（文章来源：每日经济新闻） 每经AI快讯，8月5日，截至目前，南向资金净买入额达60亿港元。 ...

Key Points - The most actively traded stock by southbound funds is Alibaba-W (9988.HK), with a net buy amount of 728 million HKD [1][2] - The stock with the highest net sell amount is CanSino Biologics (9926.HK), totaling 323 million HKD [1][2] Summary by Category Net Buy Stocks - Alibaba-W (9988.HK): Closing price at 116.2 HKD, net buy of 728 million HKD, with a price change of -0.60% [2] - InnoCare Pharma (2577.HK): Closing price at 75.15 HKD, net buy of 363 million HKD, with a price change of 30.47% [2] - Kuaishou-W (1024.HK): Closing price at 77.0 HKD, net buy of 220 million HKD, with a price change of 3.22% [2] - SMIC (0981.HK): Closing price at 51.5 HKD, net buy of 218 million HKD, with a price change of 2.90% [2] - Tencent Holdings (0700.HK): Closing price at 550.0 HKD, net buy of 53 million HKD, with a price change of 2.80% [2] - Li Auto-W (2015.HK): Closing price at 101.2 HKD, net buy of 41 million HKD, with a price change of 0.70% [2] - Xiaomi Group-W (1810.HK): Closing price at 54.55 HKD, net buy of 27 million HKD, with a price change of 2.15% [2] Net Sell Stocks - CanSino Biologics (9926.HK): Closing price at 152.1 HKD, net sell of 323 million HKD, with a price change of -2.69% [2] - UBTECH Robotics (9880.HK): Closing price at 97.3 HKD, net sell of 243 million HKD, with a price change of 10.13% [2] - Guotai Junan International (1788.HK): Closing price at 5.34 HKD, net sell of 19 million HKD, with a price change of -6.48% [2]

Core Viewpoint - The southbound funds' ETF trading volume reached 22.924 billion HKD today, marking an increase of 14.267 billion HKD from the previous day, accounting for 17.62% of the total southbound funds' trading volume today [1] Summary by Category - **Southbound Funds ETF Trading Volume** - Total trading volume for southbound funds' ETFs was 22.924 billion HKD [1] - This represents an increase of 14.267 billion HKD compared to the previous day [1] - The trading volume accounted for 17.62% of the total southbound funds' trading volume today [1] - **Breakdown by Stock Connect** - The trading volume for Hong Kong Stock Connect (Shanghai) ETFs was 15.811 billion HKD [1] - The trading volume for Hong Kong Stock Connect (Shenzhen) ETFs was 7.113 billion HKD [1] - The combined trading volume for both Stock Connects was 22.924 billion HKD [1]

Core Insights - The Hang Seng Index rose by 0.92% on August 4, with southbound trading totaling HKD 130.07 billion, resulting in a net sell of HKD 18.09 billion [1] - The most actively traded stock by southbound funds was the Tracker Fund of Hong Kong, with a total trading amount of HKD 14.55 billion, followed by Hang Seng China Enterprises and InnoCare Pharma [1][2] - Alibaba-W had the highest net buy amount of HKD 728 million, despite a closing price drop of 0.60% [1][3] Southbound Trading Summary - Total southbound trading amounted to HKD 130.07 billion, with buy transactions at HKD 55.99 billion and sell transactions at HKD 74.08 billion, leading to a net sell of HKD 18.09 billion [1] - The southbound trading for Stock Connect (Shenzhen) was HKD 46.94 billion, with net selling of HKD 6.97 billion, while Stock Connect (Shanghai) had a total of HKD 83.13 billion with net selling of HKD 11.12 billion [1] - The stocks with the highest net buy amounts included Alibaba-W (HKD 728 million), InnoCare Pharma (HKD 363 million), and Kuaishou-W (HKD 220 million) [1][2] Continuous Net Buying Stocks - Three stocks experienced continuous net buying for more than three days, with Tencent Holdings, Xiaomi Group-W, and Kuaishou-W leading in net buying days at 8, 7, and 3 days respectively [2] - The highest net buying amounts during this period were for Xiaomi Group-W (HKD 4.16 billion), Tencent Holdings (HKD 3.59 billion), and Kuaishou-W (HKD 1.80 billion) [2]