資金動向 | 北水搶籌港股102億港元，加倉阿里巴巴超42億港元
9月9日，南下資金淨買入港股102.31億港元。
其中，淨買入阿里巴巴-W 42.34億、中國平安5.39億、中芯國際4.82億、南方恆生科技4.56億、鉅子生物2.81億、快手-W 2.38億、理想汽車-W 1.71億；淨賣出小米集團-W 17.32億、美團-W 8.48億、康方生物4.58億、騰訊控股2.38億、老鋪黃金1.44億、泡泡瑪特1.26億、榮昌生物1.19億。
據統計，南下資金已連續13日淨買入阿里巴巴，共計289.0289億港元。
北水關注個股
騰訊控股：據港交所文件，騰訊9月9日斥資5.51億港元回購883,000股。此外，有消息稱，騰訊控股正在考慮最早本月發行離岸人民幣債券。如果定價成功，這將是騰訊首次發行“點心債”，也是該公司自2021年4月以來，首次以任何貨幣發行債券。
阿里巴巴：明天(9月10日)是阿里巴巴的26歲生日。網傳消息稱，阿里巴巴將在這天在杭州舉行發佈會，有“重磅業務發佈”，大量媒體已收到邀請前往杭州。從多位接近阿里巴巴人士處證實，明日發佈會內容與高德和團購業務相關。
中國平安：近日，摩根大通在研報中對內險股上半年業績表現持樂觀評價，預期市場將會上調內險股的盈利及股息預期，同時較爲看好中國人壽和中國平安，預期第三季業績仍將向好，同予“增持”評級。而此前中信證券研報亦認爲，短期市場可能由前期的流動性驅動轉往業績驅動與政策驗證的共振階段。並強調"反內卷"政策的邊際變化將成爲對應行業定價的核心變量。
小米集團：“小米集團職業道德委員會”發佈內容郵件，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。
泡泡瑪特：北京泡泡瑪特商貿有限公司在廣東設立全資子公司泡泡瑪特供應鏈有限公司，註冊資本1000萬元，法定代表人爲袁俊傑。根據公開資料整理，新公司經營範圍涵蓋供應鏈管理服務、服裝服飾批發零售、普通貨物倉儲、國內貨物運輸代理、非居住房地產租賃、網絡及信息技術諮詢等。
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