資金動向 | 北水火力加碼！大買阿里巴巴超50億港元，連續3日加倉美團
9月17日，南下資金淨買入港股94.4億港元。
其中：淨買入阿里巴巴-W 50.51億港元、美團-W 21億港元、長飛光纖光纜10.21億港元、中芯國際4.07億港元、華虹半導體2.36億港元；淨賣出小米集團-W 6.39億港元、康方生物2.64億港元、商湯-W 2.17億港元、優必選1.18億港元。
據統計，南下資金已連續19日淨買入阿里巴巴，共計548.9089億港元；連續3日淨買入美團，共計34.8823億港元；連續3日淨賣出小米，共計19.2745億港元。
北水關注個股
阿里巴巴：高盛認爲，阿里巴巴憑藉其領先的模型能力、47%的中國公有雲市場份額以及多樣化的芯片供應，處於有利地位並具備國際化擴張的空間，高盛將阿里目標價從163美元上調至179美元，維持“買入”評級。
美團：9月17日，美團閃購與大東鞋業達成合作，全國近7000家門店已上線營業。全國300餘城消費者可閃購下單，女鞋、男鞋、童鞋等30分鐘一站式購齊。
長飛光纖光纜：天風證券研報指出，長飛光纖上半年實現歸母淨利潤2.96億元，同比減少22%，2Q單季實現歸母淨利潤1.44億元，同比減少55%。淨利潤下降主要去年同期確認收購RFS非經常性收益1.94億元。普纜承壓，但多模光纖、MPO、AOC等貢獻增量，多元化戰略方向不斷深入。在第三代半導體領域，長飛先進半導體位於武漢的生產基地於2025年5月完成了首片晶圓的下線，並建成碳化硅行業第一家全自動化天車搬運工廠。公司上半年資產減值稍多，調整預測，公司在傳統光棒光纖業務基礎上，發展多模、空芯光纖等高附加值產品，同時積極多元化，維持“增持”評級。
中芯國際：據上海證券報消息，有報道稱，兩位知情人士透露，中芯國際正在測試由上海初創公司宇量昇製造的深紫外光刻機。正在測試的這款機器採用的是浸沒式技術，類似於阿斯麥採用的技術。
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