資金動向 | 北水狂掃港股144.73億港元,阿里巴巴獲連續17日增持
9月15日,南下資金淨買入港股144.73億港元。
其中:淨買入阿里巴巴-W 52.85億港元、盈富基金27.82億港元、美團-W 6.72億港元、華虹半導體3.3億港元、腦動極光-B 2.66億港元、中芯國際1.18億港元、藥捷安康-B 1.42億港元、佰澤醫療1.11億港元;淨賣出小米集團-W 7.18億港元、泡泡瑪特4.52億港元、康方生物2.29億港元、騰訊控股1.94億港元。
據統計,南下資金已連續17日淨買入阿里巴巴,共計468.0889億港元;連續5日淨買入中芯國際,共計17.7839億港元。

北水關注個股
阿里巴巴:據最新報道,阿里巴巴、百度已開始採用內部自主設計的芯片訓練人工智能模型,取代了部分英偉達芯片。
美團:當地時間9月15日上午11點,美團旗下國際外賣品牌Keeta正式在科威特啟動運營,成為其繼沙特阿拉伯、卡塔爾之後,在中東海灣地區的第三個落點。自2024年9月進入中東的沙特阿拉伯,Keeta用户數與訂單量快速增長。基於過去一年在沙特的成功落地和進展,Keeta進一步加快了中東市場的拓展步伐。今年8月,Keeta上線卡塔爾,時隔不到一個月,又正式進入科威特,美團正加速構建“多國聯動”的國際化發展模式。未來,Keeta將持續深耕中東,並積極探索更多海外新市場。
腦動極光:上海市人民政府辦公廳印發《上海市促進高端醫療器械產業全鏈條發展行動方案》,其中提到,重點發展高端康復治療產品。加快康復機器人、外骨骼機器人等可實時感知患者運動認知狀態的康復產品迭代升級,推動神經信號高分辨率解析的侵入式/半侵入式腦機接口等產品研發。
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