資金動向 | 北水繼續掃貨！連續14日買入阿里巴巴，減倉泡泡瑪特、康方生物
9月10日，南下資金淨買入港股75.66億港元。
其中，淨買入阿里巴巴-W 45.11億、嗶哩嗶哩-W 3.62億、南方恆生科技1.77億、中芯國際1.61億、中國海洋石油1.54億；淨賣出泡泡瑪特17.11億、康方生物9億、小米集團-W 4.4億、金山雲3.44億。
據統計，南下資金已連續14日淨買入阿里巴巴，共計334.1389億港元；連續3日淨賣出泡泡瑪特，共計24.7494億港元；連續3日淨賣出小米，共計25.4096億港元。
北水關注個股
阿里巴巴：阿里巴巴旗下高德今日正式發佈全球首個基於行爲+信用的榜單產品——“高德掃街榜”，打造面向線下服務的全新信用體系，最大優勢是真實和全面。一方面，通過AI算法，將10億級用戶在高德地圖的實際行爲科學量化，真實呈現線下商家的受歡迎程度；另一方面，引入芝麻信用、AI風控技術等，確保評分真實可信，形成一份10億用戶“用腳投票”的真實榜單，讓更多被埋沒的好店重新被看到。
嗶哩嗶哩：高盛發表報告指，嗶哩嗶哩參與了該行所行的高盛亞太領袖論壇，就遊戲產品線與發行時程方面，公司指《三國：百將牌》爲非對稱策略休閒卡牌遊戲，管理層預計將成爲每日活躍用戶(DAU)達百萬級別的大作，2026年春節期間正式推出。另外，嗶哩嗶哩指上半年遊戲行業廣告表現穩健，主要遊戲發行商於公司平臺投放按年增長，小遊戲亦有市佔。高盛維持對其“買入”評級及目標價205港元。
金山雲：Omdia發佈《中國AI雲市場，1H25》報告顯示，2025年上半年，中國AI雲市場規模達223億元。報告認爲，生成式AI(GenAI)帶來AI雲市場的爆發，2025年預計增長148%，到2030年將達1930億元規模。此外， 美銀證券上調金山雲評級至買入，目標價20.4美元。摩根大通維持金山雲買入評級，上調目標價至19美元。
小米集團：內部郵件顯示，中國區市場部員工王騰因泄露公司機密信息及利益衝突等嚴重違規違紀行爲被辭退。根據王騰微博認證信息顯示，王騰任中國區市場部總經理、REDMI品牌總經理。其職級爲21級，爲中層管理幹部。
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