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资金积极“抢筹”中国AI核心资产!阿里连续23日获南向资金净买入,四年来首次获“木头姐”买入
Mei Ri Jing Ji Xin Wen·2025-09-24 01:59

Group 1 - Hong Kong stock indices opened lower on September 24, with the Hang Seng Index down 0.33% at 26,073.69 points, the Hang Seng Tech Index down 0.54%, and the Hang Seng China Enterprises Index down 0.30% [1] - The technology sector saw mixed performance, with notable declines in stocks like Tencent Music and Baidu Group, while ASMPT, SMIC, NIO, Meituan, Hua Hong Semiconductor, and Alibaba showed gains, with Alibaba rising over 1.5% after initially opening lower [1] - Southbound funds have been actively buying Alibaba, with a net purchase of HKD 621.16 billion over 23 consecutive trading days as of September 23 [1] Group 2 - Ark Investment Management, led by Cathie Wood, recently invested approximately USD 2.1 million in Chinese tech stocks, including Alibaba and Baidu, with a significant purchase of 99,090 shares of Alibaba valued at over USD 16 million [2] - This latest investment by Ark may indicate a renewed interest in expanding investments in the Chinese internet sector, particularly in AI and self-developed chips by companies like Alibaba and Baidu [2] - Alibaba is currently the largest weighted stock in the Hang Seng Tech Index, with a weight of 8.79%, suggesting potential for valuation reconstruction in the tech sector driven by AI narratives and inflows from both domestic and foreign investors [2]