北水关注个股 阿里巴巴-W：伯恩斯坦将阿里巴巴目标价从167美元上调至200美元。 中芯国际：日前，有投资者反映称，接到券商短信告知，自10月9日起，信用账户持有的中芯国际的融资融券折算率由0.70调整为0。10月9日查询多家券商 网站发现，不仅是上述券商，其他多家券商也已将中芯国际的折算率调整为0。 腾讯控股：10月10日回购83.9万股股份，耗资约5.5亿港元。 药明生物：香港交易所信息显示，贝莱德在药明生物的持股比例于10月07日从5.90%降至4.99%。 据统计，南下资金已连续5日净买入小米，共计38.2084亿港元；连续2日减持中芯国际，共计51.05亿港元；连续2日减持华虹半导体，共计22.86亿港元。 | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -4.6% | -13.44 | 140.49亿 | 阿里巴巴-W | | 中芯国际 | -7.1% | -14.69 | 86.63 Z | 中芯国际 | | 腾讯控股 | -3.6% | -11.60 | 4 ...

快手-W：杰富瑞发表研究报告，预计快手将可如期达成该行对其收入和盈利的预测，即预计第三季总 收入按年增长13%至353亿元，交易总额(GMV)料升15%，毛利率料扩张至约55%，非IFRS盈利料达约 48.4亿元。 南下资金今日净买入港股30.43亿港元。 中芯国际：10月9日下午，有投资者反映，接东方财富证券短信告知，自10月9日起，信用账户持有的中 芯国际的折算率由0.7调整为0，佰维存储的折算率由0.5调整为0。记者了解到，这并非某家券商针对某 只股票的特殊操作。10月9日，东方财富证券、东方证券、国泰海通、中国银河证券、兴业证券、平安 证券、光大证券等多家券商均将佰维存储、中芯国际的折算率调整为0。 其中：净买入快手-W 10.86亿、中兴通讯4.57亿、小米集团-W 2.31亿、上海电气1.06亿；净卖出中芯国 际23.96亿、华虹半导体11.41亿、阿里巴巴-W 7.5亿(终结连续28日净买入态势)、腾讯控股4.63亿、晶泰 控股1.69亿、中国海洋石油1.55亿。 据统计，南下资金已连续3日净买入快手，共计20.7968亿港元。 北水关注个股 阿里巴巴-W：美国银行将阿里巴巴目标股价上调至200 ...

格隆汇9月29日｜南下资金今日净卖出港股16.54亿港元。其中： | 名称 | 潔跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | | 阿里巴巴-W | 4.1% | 16.60 | 86.90 Z | 阿里巴-W | 4.1% | 18.96 | 52.11 亿 | | 小米集团-W | -2.0% | 4.23 | 62.23 Z | 小米斯国-W | -2.0% | 5.73 | 36.91 亿 | | 腾讯控股 | 2.5% | 12.64 | 40.63 Z | 中心国际 | 4.9% | 3.62 | 30.22 Z | | 盘高星童 | 1.7% | -39.76 | 39.81 Z | 腾讯控股 | 2.5% | 2.30 | 24.53 Z | | 中心国际 | 4.9% | 0.17 | 36.82 Z | 盘高量 | 1.7% | -18.07 | 18.12 ( | | 理想汽车-W | -1.6% | 6.05 | 18.56 Z | 作机 ...

净卖出中兴通讯3.53亿、小米集团-W 3.15亿。 据统计，南下资金已连续24日净买入阿里巴巴，共计647.5389亿港元；连续4日净买入中芯国际，共计 16.015亿港元。(格隆汇) 格隆汇9月24日｜南下资金今日净买入港股137.05亿港元。其中： 净买入阿里巴巴-W 53.39亿、腾讯控股26.51亿、山高控股8.8亿、中芯国际6.87亿、华虹半导体2.05亿、 信达生物1.3亿； ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 9.838 billion HKD today [1] - Notable net purchases include: 2.24 billion HKD in Shankai Holdings, 1.727 billion HKD in Alibaba-W, 1.07 billion HKD in Tracker Fund, 901 million HKD in Pop Mart, 847 million HKD in Meituan-W, 237 million HKD in Hua Hong Semiconductor, and 133 million HKD in Hon Teng Precision [1] - Significant net sales included: 622 million HKD in Tencent Holdings and 398 million HKD in Xiaomi Group-W [1] Group 2 - Southbound funds have continuously net bought Alibaba for 21 days, totaling 57.82789 billion HKD [1] - Meituan has seen net purchases for 5 consecutive days, amounting to 5.74793 billion HKD [1] - Tencent has been sold off for 5 consecutive days, totaling 1.62824 billion HKD [1]

净卖出华虹半导体11.65亿、腾讯控股4.18亿、中芯国际2.77亿。 据统计，南下资金已连续20日净买入阿里巴巴，共计561.0089亿港元；连续4日净买入美团，共计 49.0023亿港元。(格隆汇) 格隆汇9月18日｜南下资金今日净买入港股62.88亿港元。其中： 净买入美团-W 14.12亿、阿里巴巴-W 12.1亿、泡泡玛特12.07亿、小米集团-W 6.6亿、香港宽频4.27亿、 优必选1.71亿； | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 淵鉄幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | -2.0% | 3.15 | 131.63亿 | 阿里巴巴-W | -2.0% | 8.95 | 79.09 Z | | 中心同际 | 2.7% | -3.95 | 90.44 Z | 中心国际 | 2.7% | 1.17 | 50.05 Z | | 腾讯控股 | -3.0% | -9.40 | 56.34 Z | 腾讯控 ...

Group 1: Investment Trends - Southbound funds have recorded a net purchase of Alibaba amounting to HKD 50.51 billion, Meituan HKD 21 billion, and other companies such as Changfei Optical Fiber and Semiconductor Manufacturing International Corporation (SMIC) [1] - Southbound funds have continuously net bought Alibaba for 19 days, totaling HKD 548.91 billion, and Meituan for 3 days, totaling HKD 34.88 billion [1] Group 2: Company Performance - Alibaba's stock has increased by 5.3% with a net purchase of HKD 21.56 billion and a trading volume of HKD 88.06 billion [3] - Meituan's stock has risen by 4.9% with a net purchase of HKD 11.79 billion and a trading volume of HKD 51.92 billion [3] - Changfei Optical Fiber reported a net profit of HKD 296 million for the first half of the year, a decrease of 22% year-on-year, with a significant drop of 55% in the second quarter [4] - SMIC is reportedly testing a deep ultraviolet lithography machine manufactured by a Shanghai startup, indicating advancements in technology [5] Group 3: Analyst Ratings - Goldman Sachs has raised Alibaba's target price from USD 163 to USD 179, maintaining a "Buy" rating due to its strong market position and international expansion potential [4] - Changfei Optical Fiber is maintaining an "Overweight" rating while diversifying its product offerings [5]

据统计，南下资金已连续19日净买入阿里巴巴，共计548.9089亿港元；连续3日净买入美团，共计 34.8823亿港元；连续3日净卖出小米，共计19.2745亿港元。(格隆汇) | | V HEART | | | | | STATE FOR JOSE FOR SEE FOR SEE | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深鉄転 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | 5.3% | 21.56 | 88.06 Z | 同用巴巴-W | 5.3% | 28.95 | 64.11亿 | | 中心国际 | 7.1% | 1.42 | 58.89 Z | 中心国际 | 7.1% | 2.65 | 36.49 Z | | 美M-W | 4.906 | 11.79 | 51.92 Z | 美团-W | 4.9% | 9.21 | 27.15 Z | | 小米菜团-W | 2.5% | -10.57 | 32.59 Z | 腾讯控股 | 2.6% | 3.17 | 25. ...

Group 1 - Southbound funds recorded a net sell of HKD 3.189 billion in Hong Kong stocks today [1] - Notable net purchases included Alibaba-W at HKD 3.031 billion, Meituan-W at HKD 715 million, and Baize Medical at HKD 327 million [1] - Significant net sells included the Tracker Fund at HKD 4.639 billion, Xiaomi Group-W at HKD 569 million, and Semiconductor Manufacturing International Corporation at HKD 412 million [1] Group 2 - Southbound funds have continuously net bought Alibaba for 18 consecutive days, totaling HKD 49.83989 billion [1]

| 名称 | 沪股通 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 阿里巴巴-W | 2.3% | 28.90 | 79.60亿 | 阿里巴-W | | 泡泡玛特 | -6.4% | -3.25 | 29.45 Z | 小米集团-W | | 药捷安康-B | 115.6% | -1.39 | 26.94 Z | 腾讯控股 | | 脑动极光-B | 34.9% | 2.66 | 26.34 Z | 泡泡玛特 | | 腾讯控股 | 0.0% | -2.21 | 23.45亿 | 美团-W | | 中心国际 | 0.4% | 1.96 | 22.08 Z | 药捷安康-B | | 小米集团-W | 1.9% | -7.24 | 21.72亿 | 中芯国际 | | 佰泽医疗 | 50.6% | 1.12 | 20.17亿 | 監富長金 | | 美团-W | 0.8% | 2.85 | 18.94亿 | 康方生物 | | 監富長金 | 0.3% | 15.13 | 16.39亿 | 华虹未曾体 | 格隆汇9月15日｜南下资金今日净买入港股144 ...