据统计，本周（9月15日至19日）南向资金合计成交净流入368.51亿港元，环比下降39.41%，已连续18 周净流入。从每日前十大活跃股来看，本周共有22只个股上榜，阿里巴巴-W本周港股通成交总额最 高，达到698.47亿港元，中芯国际、美团-W、腾讯控股、小米集团-W本周港股通买卖总额均超过200亿 港元。从持股量变化来看，本周11股获南向资金持股量环比增长超100%，佰泽医疗居首，环比增长 2252.16%，南山铝业国际、沪上阿姨、脑动极光-B、晋景新能持股量环比增长500%以上。 ...

Group 1 - The Hong Kong stock market has attracted significant attention from global investors, with net inflows from mainland investors reaching a record high of 10057.3 billion HKD as of September 3, 2023, marking 27 consecutive months of net inflows [1] - The Hang Seng Index and the Hang Seng Tech Index have both seen year-to-date increases of over 25%, ranking among the top global indices [1] - The influx of southbound funds is driven by a global capital "rebalancing" logic, with new consumer stocks in beauty, leisure, and technology sectors appealing to mainland investors [1] Group 2 - Individual investors are the primary contributors to southbound fund inflows, with institutional investors also showing interest in scarce Hong Kong assets [2] - In the current environment of declining interest rates in mainland China, growth-oriented tech stocks and dividend-paying stocks are recommended for long-term investment [2] Group 3 - Financial and technology sectors are the main focus for southbound fund allocations, with bank sector holdings increasing by nearly 3000 billion HKD since the end of last year [3] - The media industry has seen an increase of nearly 2800 billion HKD in holdings, while the pharmaceutical sector has gained over 4000 billion HKD, benefiting from breakthroughs in innovative drug development [3] Group 4 - Four industries have experienced net inflows exceeding 1000 billion HKD this year, with the banking sector leading at over 2100 billion HKD, followed by retail at over 1800 billion HKD [4] - The pharmaceutical and non-bank financial sectors also saw net inflows exceeding 1000 billion HKD, while traditional industries like steel and agriculture faced net outflows [4] Group 5 - Nearly 60% of Hong Kong Stock Connect stocks have seen an increase in holdings this year, with significant increases in bank stocks [5] - A total of 61 stocks have been continuously accumulated by southbound funds for five months, primarily in social services, pharmaceuticals, food and beverage, and non-bank financial sectors [5] Group 6 - Notable companies such as Yiyang Medical and Delin Holdings have seen substantial increases in holdings, with Yiyang Medical's holding ratio approaching 40% and Delin Holdings increasing by over 20 percentage points [6] - Yiyang Medical reported a revenue growth of 12.9% year-on-year, while Delin Holdings announced a significant investment in digital asset ecosystems [6]

据统计，本周南向资金合计成交净流入179.04亿港元，环比上周下降53.03%，已连续14周净流入，年内 累计净流入金额达到9568.25亿港元。从本周上榜每日前十大活跃个股名单来看，共有21只个股上榜， 中芯国际本周港股通买卖总额最高，达到296.59亿港元，腾讯控股、阿里巴巴-W、小米集团-W、东方 甄选本周港股通买卖总额均超过200亿港元。从成交净买入金额来看，大型科技股均获得南向资金加 仓，其中腾讯控股本周获南向资金净买入金额最高，达到46.26亿港元，持股量已连续4周增长，最新持 股量为9.98亿股，占港股总股数的10.87%。另外美团-W、小米集团-W、快手-W净买入金额均在10亿港 元以上。（证券时报） ...