資金動向 | 北水淨買入港股超56億港元,加倉阿里、美團
9月5日,南下資金淨買入港股56.23億港元。
其中:淨買入阿里巴巴-W 21.44億、美團-W 19.53億、地平線機器人-W 14.38億、比亞迪股份8.9億、小米集團-W 6.93億、騰訊控股4.35億、中芯國際3.9億、華虹半導體3.51億;淨賣出三生製藥5.76億、快手-W 5.75億、晶泰控股1.92億、長飛光纖光纜1.14億。
據統計,南下資金已連續11日淨買入阿里巴巴,共計195.2289億港元;連續3日淨買入小米,共計20.9448億港元;連續3日淨買入美團,共計30.4999億港元。

北水關注個股
阿里巴巴-W:據IFR,阿里巴巴減持新加坡郵政股份,套現6500萬新加坡元(約3.6億人民幣)。出售價格爲每股0.428新加坡元,折讓約6.96%。今年4月,阿里巴巴與新加坡郵政同意解除交叉持股安排。新加坡郵政當時指,預計將爲集團帶來約5586萬新加坡元。
中芯國際:籌劃購買中芯北方49%股權,繼續停牌。
三生製藥:CDE官網顯示,三生製藥SA102-CAR-T注射液獲批臨牀,用於復發難治性多發性骨髓瘤。據悉,SA102是思安醫療自主研發的CS1/BCMA雙靶CAR-T產品,也是全球首個獲得安全性有效性臨牀數據的CS1/BCMA雙靶CAR-T。
晶泰控股:公司發佈公告,董事會宣佈根據配售協議的條款及條件,配售於2025年9月4日完成。此次配售成功向不低於六名承配人配售共計2.86億股新股份,配售價爲每股9.28港元,配售完成後,公司擴大已發行股本約6.64%。
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