深市港股通前十大成交活跃股中，成交额居首的是小米集团-W，成交金额27.27亿港元；其次是阿里巴 巴-W、中芯国际，成交金额分别为24.95亿港元、24.64亿港元。以净买卖金额统计，有6只股为净买 入，净买入金额最多的是康方生物，净买入6.03亿港元，该股收盘上涨4.75%。净卖出金额最多的是巨 子生物，净卖出6.62亿港元，收盘股价下跌15.31%。（数据宝） 10月16日港股通成交活跃股 代码 简称 类型 成交金额 （%） 09988 阿里巴巴-W 港股通(沪) 481587.63 57516.22 -0.25 01810 小米集团-W 港股通(沪) 399537.58 102014.37 -3.60 00981 中芯国际 港股通(沪) 349958.72 5390.90 -2.76 00700 腾讯控股 港股通(沪) 302030.65 -23472.50 -1.12 01810 小米集团-W 港股通(深) 272747.00 4035.06 -3.60 09988 阿里巴巴-W 港股 通(深) 249534.00 18684.01 -0.25 00981 中芯国际 港股通(深) 246433.00 ...

（原标题：南向资金今日成交活跃股名单（10月16日）） 相关ETF 恒生医药ETF (产品代码：159892) 10月16日恒生指数下跌0.09%，南向资金全天合计成交金额为1363.27亿港元，其中，买入成交760.75亿港元，卖出成交602.53亿港元，合计净买入 金额158.22亿港元。具体来看，港股通（深）累计成交金额519.47亿港元，买入成交295.48亿港元，卖出成交223.98亿港元，合计净买入金额71.50 亿港元；港股通（沪）累计成交金额843.81亿港元，买入成交465.26亿港元，卖出成交378.55亿港元，合计净买入金额86.72亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是阿里巴巴-W，合计成交额73.11亿港元，小米集团-W、中芯国际成交额紧随其 后，分别成交67.23亿港元、59.64亿港元。以净买卖金额统计，净买入的个股共有9只，紫金黄金国际净买入额为17.38亿港元，净买入金额居首， 该股收盘股价上涨3.80%，小米集团-W净买入额为10.60亿港元，阿里巴巴-W净买入额为7.62亿港元。净卖出金额最多的是中芯国际，净卖出2.95 亿港元，该股收盘股价下 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 48.16 亿元 | +5.75 亿元 | | 小米集团-W(01810) | 39.95 亿元 | +10.20 亿元 | | 中芯国际(00981) | 35.00 亿元 | +5390.90 万元 | | 腾讯控股(00700) | 30.20 亿元 | -2.35 亿元 | | 华虹半导体(01347) | 21.48 亿元 | -1195.71 万元 | | 泡泡玛特(09992) | 20.81 亿元 | +2.85 亿元 | | 紫金黄金国际(02259) | 19.49 亿元 | +17.38 亿元 | | 中兴通讯(00763) | 16.86 亿元 | +1.56 亿元 | | 药捷安康-B(02617) | 16.79 亿元 | +3899.32 万元 | | 巨子生物(02367) | 16.39 亿元 | +4.24 亿元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 小米集团-W(0 ...

Core Insights - The Hong Kong stock market saw a net inflow of 15.822 billion HKD from northbound trading on October 16, with the Shanghai-Hong Kong Stock Connect contributing 8.672 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 7.15 billion HKD [1] Group 1: Stock Performance - The most net bought stocks included Zijin Mining International (02259), Xiaomi Group-W (01810), and Alibaba-W (09988) [1] - The most net sold stocks included SMIC (00981), GigaDevice Semiconductor (02367), and Tencent (00700) [1] Group 2: Detailed Stock Transactions - Alibaba-W had a net inflow of 2.696 billion HKD, with total transactions amounting to 4.816 billion HKD [2] - Xiaomi Group-W recorded a net inflow of 2.508 billion HKD, with total transactions of 3.995 billion HKD [2] - SMIC had a net outflow of 539.09 million HKD, with total transactions of 3.5 billion HKD [2] - Tencent experienced a net outflow of 235 million HKD, with total transactions of 3.02 billion HKD [2] - Zijin Mining International received a net inflow of 1.738 billion HKD, following its inclusion in the Stock Connect list [4] Group 3: Company-Specific News - Zijin Mining International is expected to achieve a compound annual growth rate of approximately 20% in production from 2025 to 2027, increasing total output from 45 tons to 65 tons, leading to a 30% compound annual growth rate in profits [4] - Xiaomi Group's stock price has been volatile due to various news events, with expectations of a decline in gross profit margin in the second half of the year [5] - Alibaba's stock received a boost from the launch of the Tmall Double 11 shopping festival and an upgrade in capital expenditure forecasts by Goldman Sachs [5] - Kangfang Biopharma (09926) received a net inflow of 6.02 billion HKD following the acceptance of its clinical research results for a new drug in a top medical journal [6] - Pop Mart (09992) saw a net inflow of 4.7 billion HKD, with expectations of strong sales growth from new IPs [7]

据统计，南下资金已连续9日净买入小米，共计69.8844亿港元；连续6日减持中芯国际，共计75.2365亿港元。(格隆汇) 格隆汇10月16日｜南下资金今日净买入港股158.22亿港元。其中： 净买入紫金黄金国际17.38亿、小米集团-W 10.6亿、阿里巴巴-W 8.57亿、康方生物6.02亿、泡泡玛特4.7亿、华虹半导体1.4亿； 净卖出中芯国际2.94亿、巨子生物2.37亿。 | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -0.3% | 5.75 | 48.16亿 | 小米集团-W | | 小米集团-W | -3.6% | 10.20 | 39.95 Z | 阿里巴巴-W | | 中芯国际 | -2.8% | 0.54 | 35.00亿 | 中芯国际 | | 腾讯控股 | -1.1% | -2.35 | 30.20亿 | 作汇非营体 | | 华虹半导体 | 0.7% | -0.12 | 21.48 Z | 巨子生物 | | 泡泡玛特 | 5.6% | 2.85 | ...

Core Viewpoint - SMIC's stock price decreased by 1.74% on October 16, with a trading volume of 7.841 billion yuan and a market capitalization of 1018.409 billion yuan [1] Company Overview - SMIC is the largest integrated circuit manufacturing enterprise group in mainland China, known for its advanced technology and comprehensive support [3] - The company specializes in integrated circuit wafer foundry services based on various technology nodes and platforms, providing design services, IP support, and photomask manufacturing [3] - As of June 30, 2025, SMIC's revenue reached 32.348 billion yuan, representing a year-on-year growth of 23.14%, while net profit attributable to shareholders was 2.301 billion yuan, up 39.76% year-on-year [7] Investment and Shareholding - The National Integrated Circuit Industry Investment Fund holds a 1.61% stake in SMIC [2] - As of June 30, 2025, the number of shareholders in SMIC was 252,300, a decrease of 2.20% from the previous period [7] - Major shareholders include various ETFs, with notable increases in holdings from several funds [8] Market Activity - The stock has experienced a net outflow of 403 million yuan from main funds today, with a continuous reduction in main fund positions over the past three days [4] - The average trading cost of SMIC's shares is 122.01 yuan, with the stock price fluctuating between resistance at 140.13 yuan and support at 119.22 yuan [6]

来源：新浪基金∞工作室 10月16日，科创芯片ETF南方（588890）开盘跌0.55%，报2.707元。科创芯片ETF南方（588890）重仓 股方面，中芯国际开盘跌1.36%，海光信息跌4.58%，寒武纪涨1.45%，澜起科技跌0.73%，中微公司跌 0.73%，芯原股份涨2.13%，沪硅产业跌0.30%，恒玄科技跌1.48%，思特威跌0.82%，华海清科跌 0.84%。 科创芯片ETF南方（588890）业绩比较基准为上证科创板芯片指数收益率，管理人为南方基金管理股份 有限公司，基金经理为李佳亮，成立（2024-04-15）以来回报为172.63%，近一个月回报为10.94%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

Core Viewpoint - The Hong Kong stock market is experiencing slight declines, but the technology sector remains a focal point for potential growth, driven by external capital inflows and favorable industry trends [1][2]. Group 1: Market Performance - On October 16, the Hong Kong stock market opened slightly lower, with the Hang Seng Index down 0.08% and the Hang Seng Tech Index down 0.14% [1]. - The Hong Kong Tech 30 ETF (513160) initially opened lower but fluctuated to gain 0.3%, with a premium of 0.04% [1]. - Over the past five trading days, the Tech 30 ETF has seen net inflows on four occasions, totaling over 180 million yuan [1]. Group 2: Sector Analysis - The Tech 30 ETF closely tracks the Hang Seng Hong Kong Stock Connect China Technology Index, which includes mainland companies listed in Hong Kong engaged in technology [1]. - Major holdings in the ETF include leading tech firms such as SMIC, Kuaishou, Tencent, Alibaba, and Xiaomi [1]. - According to Guotai Junan Securities, the technology sector is expected to benefit from current industry trends and potential foreign capital inflows, with expectations for new highs in the fourth quarter [1]. Group 3: Investment Outlook - Huachuang Securities maintains a positive outlook on the allocation value of internet heavyweight assets within the tech sector, highlighting the significant role of technology in the market [1]. - Tencent is noted for its strong fundamentals and the gradual realization of AI options, while Alibaba may face short-term profit pressures due to competition in instant retail but is viewed positively in the long term due to trends in cloud computing and AI [1]. - Dongwu Securities emphasizes that the global interest rate cut cycle and monetary easing provide room for stock market growth, particularly for leading tech firms in Hong Kong amid the accelerating AI industry in China [2].

公司层面，据智通财经，10月15日，海光信息发布A股半导体首份2025年第三季度业绩报告。公司于前 三季度实现营业收入94.9亿元，同比增长54.65%；实现归母净利润19.61亿元，同比增长28.56%。除海 光信息外，今年三季度多家半导体上市公司业绩或迎增长之态势。海外方面，北京时间周三晚间，苹果 公司如期发布自研M系芯片的第五代新品，并在三台设备上首发。 东海证券表示，9月份全球半导体需求持续改善，PC、平板保持小幅增长，TWS耳机、可穿戴腕式设 备、智能家居快速增长，AI服务器与新能源车保持高速增长，需求在9月或将继续复苏；供给端看，尽 管短期供给仍相对充裕，企业库存水位较高，但整体价格仍大多上涨，预计9月供需格局将继续向好。 细分赛道看，9月以苹果、小米、华为为代表的消费电子新品密集释出；存储芯片需求受AI应用以及数 据中心、客户端和移动领域日益增长，美光科技、闪迪等厂商均宣布涨价；目前中美关税政策有一定程 度的缓和，但在部分技术密集型领域（如AI芯片、半导体设备关键零部件等）美国政策仍或保持高 压，短期内外部政策下，部分依赖美国进口的产业成本高升，长期半导体国产化有望继续加速，建议逢 低关注细分板 ...

智通财经APP获悉，根据2025年10月15日披露数据，中国电信（00728）、绿色动力环保（01330）、中 远海能（01138）位居港股通持股比例前3位，分别为70.20%、69.89%、69.67%。此外，盈富基金 （02800）、泡泡玛特（09992）、小米集团－Ｗ（01810）在最近有统计数据的5个交易日内，持股额增 幅最大，分别为+54.33亿元、+20.85亿元、+19.90亿元;中芯国际（00981）、阿里巴巴－W（09988）、 腾讯控股（00700）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-52.72亿元、-41.72亿 元、-37.58亿元。 1、港股通最新持股比例排行（前20名） | 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 97.42亿股 | 70.20% | | 绿色动力环保(01330) | 2.83亿股 | 69.89% | | 中远海能(01138) | 9.03亿股 | 69.67% | | 凯盛新能(01108) | 1.69亿股 | 67.66% | | 中国神华(01088) | ...