資金動向 | 北水爆買港股超167億港元，加倉阿里巴巴、地平線機器人
9月8日，南下資金今日淨買入港股167.05億港元。
其中，淨買入阿里巴巴-W 51.46億、地平線機器人-W 13.72億、騰訊控股10.82億、康方生物4.9億、美團-W 4.15億、藥明生物1.77億、信達生物1.58億、優必選1.34億；淨賣出快手-W 8.59億、泡泡瑪特6.37億、小米集團-W 3.68億。
據統計，南下資金已連續12日淨買入阿里巴巴，共計246.6889億港元；連續4日淨買入美團，共計34.6547億港元；連續3日淨買入地平線機器人，共計32.1157億港元；連續3日淨賣出快手，共計19.7663億港元。
北水關注個股
騰訊控股：據港交所文件，騰訊9月8日回購89.7萬股股票，每股回購價格爲605.5港元-618.5港元，共耗資約5.51億港元。自購回授權決議獲通過以來，集團累計購回5,213.5萬股，佔已發行股份0.56736%。
阿里巴巴：彭博記者馬克·古爾曼發文透露蘋果智能中國國行版的最新進展稱，由於內外部問題，蘋果沒能按照預定計劃在年中推出國行Apple智能，但蘋果仍在致力於實現這個目標。阿里巴巴將繼續作爲基座模型提供商，驅動國行Apple智能服務；百度AI也將爲Siri和視覺智能提供支持，相當於非國行版本中OpenAI的作用。蘋果的計劃是今年年底上線，隨iOS 26.1或iOS 26.2更新實裝，不過推遲的可能性依舊很大，蘋果團隊正在與中國員工積極測試這些功能。
康方生物：9月7日，康方生物依沃西單抗（AK112）首個全球多中心Ⅲ期臨牀研究HARMONi的更新數據在世界肺癌大會上公佈。該研究評估了經三代EGFR-TKI治療後疾病進展的患者接受依沃西單抗聯合化療方案的療效與安全性。結果顯示，中位隨訪時間達13.7個月，OS（總生存期）數據明顯改善，北美人羣的生存獲益數據突出。依沃西單抗是全球首個PD-1/VEGF雙抗藥物。
優必選：優必選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)爲主，優必選表示將在今年內啓動該合同交付。花旗稱，優必選表示人形機器人訂單已達4億元，若所有訂單均在今年交付，花旗對優必選的2025年營收預測有望上調約8%。重申對優必選的買入評級，目標價仍維持121港元。
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.
