資金動向 | 北水掃貨港股超137億港元，爆買阿里53億、騰訊26億
9月24日，南下資金今日淨買入港股137.05億港元。
其中，淨買入阿里巴巴-W 53.39億、騰訊控股26.51億、山高控股8.8億、中芯國際6.87億、華虹半導體2.05億、信達生物1.3億；淨賣出中興通訊3.53億、小米集團-W 3.15億。
據統計，南下資金已連續24日淨買入阿里巴巴，共計647.5389億港元；連續4日淨買入中芯國際，共計16.015億港元。
北水關注個股
阿里巴巴：在2025阿里雲棲大會上，阿里巴巴正式宣佈與英偉達開展Physical AI合作。合作覆蓋了Physical AI的實踐的各個方面，包括數據的合成處理，模型的訓練，環境仿真強化學習以及模型驗證測試等。目前阿里正積極推進3800億的AI基礎設施建設，並計劃追加更大的投入。此外，阿里雲宣佈新一輪全球基礎設施擴建計劃：將在巴西、法國和荷蘭首次設立雲計算地域節點(region)，並將擴建墨西哥、日本、韓國、馬來西亞和迪拜的數據中心，以便更好服務全球客戶日益增長的AI和雲計算需求。
騰訊控股：招商證券國際發表研究報告，語音AI輸入速度比打字和觸屏操作快近3倍，能夠結合智能自主AI在汽車、餐飲、旅遊及酒店等行業實現免提、實時交互，助力商業增長。該行預計，到2030年市場規模將達1860億美元。當前及未來市場將繼續由中美大型科技企業主導，而小型專精公司則通過垂直領域深耕，提供定製化和增值服務。小型專精公司包括SoundHound AI、Cerence和科大訊飛。該行在互聯網行業的首推股分別爲Meta、谷歌、騰訊和阿里巴巴。
中芯國際：業界傳出，臺積電末代3納米制程CPU價格上漲約20％，明年2納米制程將再漲價逾50％，加上存儲器、硬盤等供不應求，半導體通貨膨脹正在發酵中。華泰證券指出，半導體設備下半年中國市場“東昇西降”或加速，下半年中國市場有望繼續先進工藝主導的投資週期，看好本土設備公司份額提升的投資機會。
信達生物：信達生物近期宣佈公司產品瑪仕度肽注射液第二項適應症獲得國家藥監局批準，用於成人2型糖尿病患者的血糖控制。這是繼今年6月獲批減重適應症後，該藥物的第二個獲批適應症。截至目前，瑪仕度肽還有4項三期臨牀研究正在進行。
小米集團：軍近日官宣，2025年度演講定檔9月25日。雷軍今日在微博發文稱，造車和重啓造芯，幾乎是同時做的決策，把小米前十年攢下的家底全押上了。說實話，“同時供家里兩個孩子上大學”，壓力巨大。現在想想，都會感慨，當時哪來這麼大的勇氣。
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