格隆汇9月11日｜南下资金今日净买入港股189.89亿港元。其中： | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | 0.4% | 29.46 | 80.75 Z | 阿里巴巴-W | | 美团-W | -5.1% | -9.36 | 61.84 ( | 中芯国际 | | 中芯国际 | 5.0% | 4.17 | 49.10亿 | 信达生物 | | 康方生物 | -4.3% | -7.55 | 27.97 L | 康方生物 | | 腾讯控股 | -0.6% | -9.23 | 26.33 Z | 美团-W | | 药明生物 | 4.3% | 3.39 | 21.01亿 | 石药集团 | | 小米集团-W | -0.6% | 0.44 | 19.98 Z | 腾讯控股 | | 信达生物 | -2.5% | 1.10 | 19.04亿 | 百济神州 | | 长飞光纤光缆 | 11.8% | -0.57 | 18.94 Z | 三生制药 | | 泡泡玛特 | -0.7% | 4.8 ...

Group 1 - Southbound funds have continuously net bought Alibaba for 11 days, totaling 19.52289 billion HKD [1] - Southbound funds have also net bought Xiaomi for 3 days, totaling 2.09448 billion HKD [1] - Southbound funds have net bought Meituan for 3 days, totaling 3.04999 billion HKD [1] Group 2 - Alibaba has reduced its stake in Singapore Post, cashing out 65 million SGD (approximately 360 million RMB) at a price of 0.428 SGD per share, reflecting a discount of about 6.96% [4] - The agreement to terminate the cross-shareholding arrangement with Singapore Post was made in April [4] Group 3 - Sanofi Pharmaceutical's SA102-CAR-T injection has been approved for clinical use in relapsed refractory multiple myeloma, marking it as the first CS1/BCMA dual-target CAR-T product globally to obtain safety and efficacy clinical data [5] - Crystal Technology announced a placement of 286 million new shares at a price of 9.28 HKD per share, expanding its issued share capital by approximately 6.64% [5]

Group 1 - Southbound funds net bought Hong Kong stocks worth 706 million HKD today [1] - The top net purchases included: UBTECH (827 million HKD), Xiaomi Group-W (702 million HKD), Alibaba-W (550 million HKD), Meituan-W (526 million HKD), and China National Offshore Oil (512 million HKD) [1] - Southbound funds have net bought Alibaba for 10 consecutive days, totaling 17.37889 billion HKD [1] Group 2 - The top net sales included: SMIC (1.158 billion HKD), Hua Hong Semiconductor (688 million HKD), Kuaishou-W (541 million HKD), and Tencent Holdings (336 million HKD) [1] - Southbound funds have net sold SMIC for 3 consecutive days, totaling 2.30585 billion HKD [1] - Southbound funds have net sold Hua Hong Semiconductor for 3 consecutive days, totaling 2.1089 billion HKD [1]

Group 1 - Southbound funds net bought Hong Kong stocks worth 5.508 billion HKD today [1] - The largest net purchases were in Alibaba-W (2.489 billion HKD), Xiaomi Group-W (698 million HKD), and Meituan-W (570 million HKD) [1] - Southbound funds have net bought Alibaba for nine consecutive days, totaling 16.82852 billion HKD [1] Group 2 - The largest net sales were in Tencent Holdings (471 million HKD), Hua Hong Semiconductor (405 million HKD), and ZTE Corporation (203 million HKD) [1] - Other notable net sales included Pop Mart (194 million HKD) and SMIC (110 million HKD) [1]

据统计，南下资金已连续8日净买入阿里巴巴，共计143.3952亿港元；连续3日净买入腾讯，共计33.1065 亿港元；连续8日净卖出小米，共计54.0657亿港元。(格隆汇) 格隆汇9月2日｜南下资金今日净买入港股92.81亿港元。其中： 净卖出中芯国际10.37亿、华虹半导体10.15亿、小米集团-W 4.1亿、中兴通讯1.9亿。 净买入阿里巴巴-W 34.43亿(昨日净买入亿港元49.21亿)、盈富基金25.24亿、腾讯控股4.92亿、长飞光纤 光缆3.57亿、地平线机器人-W 2.89亿、康方生物1.92亿； ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 11.942 billion HKD on September 1, with notable purchases including Alibaba-W (4.921 billion HKD), Tencent Holdings (1.234 billion HKD), and BYD Company (0.809 billion HKD) [1] - Southbound funds have continuously net bought Alibaba for 7 days, totaling 10.89652 billion HKD, and have net sold Xiaomi for 7 days, totaling 4.9962 billion HKD [1] Group 2 - JPMorgan raised the target price for Alibaba from 135 HKD to 165 HKD, an increase of 22%, while maintaining an "Overweight" rating [2] Group 3 - Tencent Holdings repurchased 910,000 shares for 550.5 million HKD on September 1 [3] - BYD's August sales of new energy vehicles reached 373,626 units, up from 373,100 units in the same month last year, with cumulative sales from January to August at 2.864 million units, a year-on-year increase of 23% [3] - Xiaomi's vehicle deliveries exceeded 30,000 units in August, with plans to open 32 new stores in September, expanding its presence in 14 cities [3] - The secondary market trading of Pop Mart's "Labubu" in Japan has increased significantly, with transaction volume in July 2025 rising to 66 times compared to early 2025 [3]

Group 1 - Southbound funds net bought Hong Kong stocks worth 12.046 billion HKD on August 29, with notable net purchases in Tencent (1.584 billion HKD), Alibaba-W (1.149 billion HKD), and others [1] - Southbound funds have continuously net bought Alibaba for six days, totaling 5.97552 billion HKD, while net selling Xiaomi for six days, totaling 3.9612 billion HKD [3] Group 2 - Tencent reported a revenue of 364.53 billion RMB for the first half of the year, a year-on-year increase of 13.7%, with a net profit of 103.45 billion RMB, up 15.6% [4] - Alibaba's revenue for the second quarter of fiscal year 2026 was 247.65 billion RMB, a 2% year-on-year growth, with a significant net profit increase of 76% to 42.4 billion RMB [4] - Xinda Biopharmaceutical's sales of listed products continue to perform strongly, with a target price raised to 105 HKD, maintaining a buy rating [4] - Guotai Junan International announced the launch of cryptocurrency trading services for Hong Kong investors, responding to the growing demand in the cryptocurrency market [4] - Jingtai Holdings achieved a revenue of 517 million RMB in the first half of the year, a year-on-year growth of 403.8%, turning a profit of 82.795 million RMB [4] Group 3 - Xiaomi Group reported record high revenue and profit for the second quarter of 2025, achieving 116 billion RMB, a 3.5% year-on-year increase, driven by strong growth in IoT and automotive businesses [5] - Xinhua Insurance reported a net profit of 14.799 billion RMB for the first half of 2025, a significant year-on-year increase of 33.5%, with a quarterly growth rate of 45.2% in Q2 2025 [5]

净卖出盈富基金118.9亿、恒生中国企业47.76亿、腾讯控股5.83亿、小米集团-W 2.99亿。 8月28日，南下资金净卖出港股204.41亿港元，为有史以来单日最大净卖出额。 其中，净买入中芯国际8.92亿、康方生物5.11亿、华虹半导体4.63亿、中国人寿3.83亿、美团-W 3.33亿、阿里巴巴-W 3.29亿、中国海洋石油2.53亿、地平线 机器人-W 2.41亿晶泰控股2.24亿。 | 名称 子 | 法 失職 | (中头入额(亿) | 成父额 | 名称 | | --- | --- | --- | --- | --- | | 中芯国际 | 10.8% | 5.75 | 116.18Z | 美团-W | | 美团-W | -12.6% | 6.30 | 96.59 Z | 中芯国际 | | 盈富長金 | -0.8% | -78.85 | 79.40 Z | 阿里巴巴-W | | 阿里巴巴-W | +4.7% | 7.06 | 64.16 Z | 盘雷星 | | 恒生中国企业 | +1.2% | -47.76 | 47.80 Z | 腾讯控股 | | 华虹半导体 | 8.4% | 3.44 | 36. ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 15.371 billion HKD today, with notable purchases including 5.55 billion in the Tracker Fund, 3.043 billion in Hang Seng China Enterprises, and 2.178 billion in Alibaba [1] - Southbound funds have continuously net bought Tencent for 9 days, totaling 6.92464 billion HKD, and Meituan for 6 days, totaling 4.83983 billion HKD [1] - Continuous net selling was observed in Xiaomi for 4 days, totaling 2.80031 billion HKD, and in SMIC for 3 days, totaling 2.45265 billion HKD [1] Group 2 - In the Shanghai Stock Connect, Alibaba saw a net purchase of 1.135 billion with a trading volume of 4.360 billion, while Tencent had a net purchase of 0.54 billion with a trading volume of 4.078 billion [3] - SMIC experienced a net selling of 5.86 billion with a trading volume of 6.799 billion, while Meituan had a net purchase of 1.192 billion with a trading volume of 2.581 billion [3] - The performance of various stocks showed fluctuations, with Alibaba and Tencent both experiencing slight declines of 0.2% and 1.7% respectively [3]

Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 51.66 billion today [1] - The top net purchases included Kuaishou-W at HKD 11.73 billion, SMIC at HKD 10.93 billion, and Meituan-W at HKD 10.09 billion [1] - Tencent Holdings saw a continuous net purchase for 6 days totaling HKD 60.3358 billion, while Meituan experienced net buying for 3 days totaling HKD 25.3526 billion [1] Group 2 - The Shanghai Stock Connect showed a net purchase of HKD 5.45 billion for Tencent Holdings with a price increase of 1.2% [3] - Alibaba-W had a net sell of HKD 1.02 billion despite a price increase of 2.0% [3] - Xpeng Motors-W faced a significant net sell of HKD 13.09 billion with a price drop of 13.6% [1][3]