資金動向 | 北水淨買入港股超20億港元，連續13日加倉阿里巴巴
10月8日，南下資金淨買入港股20.66億港元。
其中：淨買入阿里巴巴36.25億、中芯國際18.08億、小米8.33億、快手1.45億、中金公司1.4億；
淨賣出美團32.85億、港交所23.84億、中國平安7.18億、中國海洋石油6.96億、中國移動4.3億、融創中國3.66億、騰訊2.93億。
據統計，南下資金已連續13日淨買入阿里巴巴，共計498.87億港元；連續10日淨賣出騰訊，共計85.7414億港元；連續9日淨賣出中海油，共計43.4725億港元；連續9日淨賣出中國移動，共計32.5955億港元；連續3日淨賣出美團，共計74.7億港元。
北水關注個股
阿里巴巴跌8.81%
消息面上，大和發佈報吿稱，阿里巴巴近期股價上升後，其預測未來一年市盈增長率較三年均值高出0.7個標準差，但較五年均值仍低出0.5個標準差。該行認為，阿里仍有重大估值重評空間，現估值相當於預測市盈率12.6倍，低於五年均值15.6倍。即使2025至2026財年收入增長速度將較2022財年前慢，但該行相信阿里市估將在2025財年趨穩定，並較兩至三年前更進取地釋放股東價值。
中芯國際跌18.32%
華泰證券發表報吿指，在消費電子需求保持復甦的態勢下，國內晶圓代工龍頭產能利用率有望保持覆蘇趨勢，業績有望持續向好。在基本面見底後穩健回升的支撐下，看好後續港股半導體制造板塊估值修覆持續性。
小米集團跌8.32%
據小米集團董事長雷軍微博表示，剛剛過去的十一假期，小米SU7鎖單超過6000輛。他還表示，小米SU7十月衝刺生產2萬輛、交付2萬輛。
快手
美團跌15.48%
瑞銀髮表報吿指，相信市場並未計入美團到店業務潛力。該行調查顯示，美團與抖音的競爭日趨穩定，而美團的業務優化應會帶動佣金變現率和利潤率的中期上升。該行預測，到2028年美團到店業務經營利潤將上升3倍，佔美團經調整經營利潤約50%，並推動該行目標價高於市場。瑞銀將美團2025至2028年經營利潤預測上調5至21%，目標價由172港元升至270港元。
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