資金動向 | 北水爆買港股119億港元,連續7日加倉阿里!
9月1日,南下資金淨買入港股119.42億港元。
其中:淨買入阿里巴巴-W 49.21億、騰訊控股12.34億、比亞迪股份8.09億、信達生物3.21億、華虹半導體1.37億、美圖公司1.18億;淨賣出小米集團-W 10.35億、泡泡瑪特9.12億、美團-W 4.51億、快手-W 3.37億。
據統計,南下資金已連續7日淨買入阿里巴巴,共計108.9652億港元;連續5日淨買入華虹半導體,共計10.8572億港元;連續7日淨賣出小米,共計49.962億港元。

北水關注個股
阿里巴巴-W:摩根大通發表報告,調高阿里巴巴目標價22%,由135港元上調至165港元,維持“增持”評級。
騰訊控股:9月1日斥資5.505億港元回購91萬股股份。
比亞迪股份:8月新能源汽車銷量達373626輛,上年同期爲37.31萬輛;1-8月新能源汽車累計銷量爲286.4萬輛,同比增長23%。比亞迪表示,公司2025年8月出口新能源汽車合計80,813輛。
小米集團-W:8月小米汽車交付量持續超過30000臺。8月新增18間門店,全國105城已有370間門店;9月計劃新增32間門店,預計覆蓋唐山、泰州等14座城市。截止8月底,全國已有189間服務網點,覆蓋112個城市。
泡泡瑪特:泡泡瑪特“拉布布(Labubu)”的二次流通交易正在日本增加。在東京澀谷區運營的二手交易網站“SNKRDUNK”,2025年7月的交易額與2025年初相比增至66倍。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.