資金動向 | 北水淨買入港股189.89億港元，加倉阿里巴巴、信達生物
9月11日，南下資金今日淨買入港股189.89億港元。
其中，淨買入阿里巴巴-W 37.3億、信達生物9.56億、中芯國際9.32億、百濟神州8.26億、泡泡瑪特4.86億、藥明生物3.39億、中國生物製藥3.24億、石藥集團2.66億、三生製藥2.14億；淨賣出騰訊控股11.51億、康方生物3.89億。
據統計，南下資金已連續15日淨買入阿里巴巴，共計371.4389億港元；連續3日淨買入中芯國際，共計15.7644億港元；連續3日淨賣出騰訊，共計14.6076億港元；連續3日淨賣出康方生物，共計17.4844億港元。
北水關注個股
阿里巴巴：9月10日“高德掃街榜”上線當天，使用“高德掃街榜”的用户超過4000萬人。QuestMobile數據顯示，8月大眾點評的日均活躍用户規模為3260.57萬。摩根大通研報指出，“高德掃街榜”推出是阿里巴巴超級應用戰略的重要一步，高德有望成為阿里線下本地服務的主要入口，與淘寶的在線流量入口並行。此舉亦可與餓了麼、支付寶產生協同效應，提升用户黏性及變現能力，並可能開拓更多線下消費場景。摩通維持對阿里H股“增持”評級及目標價165港元。
信達生物、百濟神州、藥明生物等：有媒體報道稱，特朗普政府正在起草一項行政命令草案，計劃對中國藥品(尤其是實驗性藥物)實施嚴格限制。分析人士指出，傳聞短期擾動市場情緒，傳聞中的事項能否真正落地尚不可知，即使落地後也可能會面臨美國藥企的訴訟挑戰。
中芯國際：國投證券指出，今年上半年全球半導體行業保持高景氣，中國板塊表現突出。增長主要來自兩大動力：AI算力需求持續增長帶動代工需求增加，以及設備、材料、零部件等環節國產替代加速。外部環境加速國產替代進程，內部方面，半導體IPO與併購活躍，資本助力產業升級，龍頭企業通過整合稀缺技術增強競爭力。展望下半年，行業將延續"AI驅動+自主可控"雙主線發展。
泡泡瑪特：瑞銀髮表報吿指，泡泡瑪特當前股價回調正為預期中的短期催化劑創造買入機會，包括萬聖節新品與15週年紀念系列上市，以及關鍵的聖誕銷售旺季。該行重申對其“買入”評級，目標價為432港元。
騰訊控股：據港交所文件，騰訊9月11日以5.5億港元回購874,000股。此前有消息稱，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。
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