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北水成交净买入31.89亿 药捷安康-B单日股价腰斩 北水抛售近5000万港元
TRANSTHERA-BTRANSTHERA-B(HK:02617) Zhi Tong Cai Jing·2025-09-17 11:44

Group 1: Market Overview - On September 16, the Hong Kong stock market saw a net sell-off of 31.89 billion HKD by northbound capital, with 29.76 billion HKD from the Shanghai Stock Connect and 2.13 billion HKD from the Shenzhen Stock Connect [2] - The most net bought stocks included Alibaba-W (09988), Meituan-W (03690), and Baize Medical (02609), while the most net sold stocks were the Tracker Fund of Hong Kong (02800), Xiaomi Group-W (01810), and SMIC (00981) [2] Group 2: Stock Performance - Alibaba-W had a net inflow of 18.98 billion HKD, with a buy amount of 38.47 billion HKD and a sell amount of 19.49 billion HKD [3] - Meituan-W recorded a net inflow of 2.65 billion HKD, with a buy amount of 17.63 billion HKD and a sell amount of 14.98 billion HKD [3] - Baize Medical had a net inflow of 2.17 billion HKD, with a buy amount of 25.50 billion HKD and a sell amount of 23.33 billion HKD [3] Group 3: Notable Company Developments - Alibaba-W received a net buy of 30.31 billion HKD, supported by the launch of "Gaode Street Ranking" to boost offline dining and service consumption, and the return of founder Jack Ma to the company [6] - Meituan-W's international delivery brand Keeta launched in Kuwait, achieving top download rankings in the food and beverage category on both iOS and Google Play [6] - Baize Medical, along with other companies, benefited from a new announcement by the National Medical Products Administration that optimizes the clinical trial review and approval process for innovative drugs, enhancing confidence in the sector [7] Group 4: Selling Pressure - The Tracker Fund of Hong Kong faced a net sell-off of 46.38 billion HKD, attributed to expectations of weakening fundamentals in the Hong Kong market despite short-term benefits from potential interest rate cuts by the Federal Reserve [8] - SMIC experienced a net sell-off of 4.12 billion HKD, indicating a negative sentiment towards the stock [9] - Xiaomi Group-W also faced a net sell-off of 5.69 billion HKD, reflecting broader market concerns [9]