資金動向 | 北水連續三日爆買港股，超13億港元甩賣美團
2月19日，南下資金今日淨買入港股103.24億港元。
其中，港股通（滬）淨買入87.3億港元，港股通（深）淨買入15.95億港元。
淨買入阿里巴巴-W 29.3億、快手-W 8.12億、華虹半導體7.34億、騰訊控股6.77億、中國移動6.12億、小米集團-W 5.43億、小鵬汽車-W 3.21億；淨賣出美團-W 13.31億。
據統計，南下資金連續5日淨買入快手，共計29.692億港元；連續6日淨買入阿里巴巴，共計192.12億港元；連續8日淨買入中國移動，共計45.8519億港元；連續3日淨賣出美團，共計31.4391億港元。
北水關注個股
阿里巴巴：阿里巴巴副總裁、大數據和智能實驗室負責人葉傑平在今日人工智能賦能科學研究研討會上透露，截至目前阿里通義千問開源模型下載量爲2億，基於阿里通義模型衍生模型數量超過9萬個，此外阿里的魔搭社區有超過4萬家模型入駐，有超過1000萬用戶數。此外，阿里巴巴將於2月20日美股盤前公佈業績，瑞銀料其Q3營收增長5.5%，予目標價140美元。
快手：近日快手旗下剪輯軟件快影正式接入DeepSeek-R1滿血版，成爲行業首批接入DeepSeek能力的剪輯工具。快影將融合DeepSeek-R1模型技術，並加持可靈AI視頻生成能力，集成文案成片、小說漫、AI故事短片、字幕快剪等八大AI智能剪輯功能，且大部分功能均支持免費使用，助力創作者提升效率與質量，實現便捷創作、高效變現。
華虹半導體：美國總統特朗普表示，將對進口汽車徵收25%左右的關稅，他將在4月2日就此話題發表更多聲明。特朗普還表示，4月還可能對藥品和半導體芯片部門開徵25%的關稅，至少有一部分關稅年內還會提高。銀河證券研報稱，看好國產算力需求爆發和半導體制造產業鏈天花板擡升。在內部需求爆發和地緣政治的共同影響下，我國半導體產業鏈相關企業將獲得更多的驗證機會和場景，步入良性循環。
小鵬汽車：小鵬汽車近日在英國舉辦上市發佈會，並宣佈小鵬G6車型正式開啓預售。這是小鵬汽車在英國市場的首款右手操作的車型。新車預售價格爲39,990英鎊起，預計於2025年3月開始交付。
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