資金動向 | 北水連續10日加倉阿里,中芯國際、華虹半導體遭減持
9月4日,南下資金淨買入港股7.06億港元。
其中:淨買入優必選8.27億、小米集團-W 7.02億、阿里巴巴-W 5.5億、美團-W 5.26億、中國海洋石油5.12億、地平線機器人-W 4.01億、長飛光纖光纜1.05億;淨賣出中芯國際11.58億、華虹半導體6.88億、快手-W 5.41億、騰訊控股3.36億。
據統計,南下資金已連續10日淨買入阿里巴巴,共計173.7889億港元;連續3日淨賣出中芯國際,共計23.0585億港元;連續3日淨賣出華虹半導體,共計21.089億港元。

北水關注個股
優必選:公司昨晚宣佈,獲得某國內知名企業2.5億元具身智能人形機器人產品及解決方案採購合同,該合同以人形機器人Walker S2(具備自主熱插拔換電系統)為主,優必選表示將在今年內啟動該合同交付。
美團-W:港交易所信息顯示,摩根大通在美團-W的持股比例於08月29日從5.98%升至6.61%,平均股價為101.9697港元。
中國海洋石油:華泰證券維持今年布油價格預測為每桶68美元,維持中海油“買入”評級。
中芯國際:擬通過發行 A 股股票的方式收購控股子公司中芯北方其它股東持有的全部剩餘股權,實現對中芯北方的完全控制。
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