資金動向 | 北水連續16日加倉阿里巴巴，拋售美團近17億港元
9月12日，南下資金淨買入港股73.31億港元。
其中，淨買入阿里巴巴-W 43.8億、騰訊控股9.29億、泡泡瑪特6.42億、華虹半導體4.01億、康方生物2.25億、藥捷安康-B 1.8億；淨賣出美團-W 16.82億、三生製藥2.94億、優必選2.28億、嗶哩嗶哩-W 1.38億。
據統計，南下資金已連續16日淨買入阿里巴巴，共計415.2389億港元；連續4日淨賣出美團，共計27.0959億港元。
北水關注個股
阿里巴巴：The Information援引四名直接知情人士的消息稱，中國的阿里巴巴和百度已開始使用自主設計的芯片訓練其AI模型，部分替代了英偉達生產的芯片。此外，阿里巴巴旗下通義千問發佈了下一代基礎模型架構Qwen3-Next，並開源了基於該架構的Qwen3-Next-80B-A3B系列模型。
泡泡瑪特：泡泡瑪特旗下珠寶品牌popop官宣首次推出足金系列產品，涉及IP爲Baby Molly。據悉，最貴單品是約重41克的黃金擺件，售價超過5.6萬元。popop店員表示，該系列新品非限定產品，價格不會按照金價浮動，而是據工藝不同而定，足金系列產品每克單價主要集中在1300-1700元。
藥捷安康：自6月23日上市至今，不到3個月時間，藥捷安康股價(較IPO價格13.15港元)已飆升超18倍。藥捷安康9月10日公佈，公司核心產品替恩戈替尼聯合氟維司羣治療經治失敗的激素受體陽性（HR+）且人表皮生長因子受體2陰性或低表達（HER2-）的復發或轉移性乳腺癌II期臨牀試驗，已於2025年9月10日獲得了中國國家藥品監督管理局的臨牀默示許可。
美團：據知情人士稱，美團考慮發行點心債，多家投資銀行正在摸底固定收益投資者對美團潛在離岸人民幣債券的興趣，惟磋商仍處於初步階段，包括期限、規模和發行時間等細節仍在討論中。據報，若順利定價，這將是美團首次發行點心債。數據顯示，美團有一筆7.5億美元2.125釐債券將於10月28日到期。去年9月，美團通過發行兩筆美元債，合計籌資25億美元。
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