資金動向 | 北水大幅加倉港股ETF，連續7日買入阿里巴巴
9月23日，南下資金今日淨買入港股84.15億港元。其中：
淨買入盈富基金39.31億、阿里巴巴19.65億、恒生中國企業5.44億、藥明生物1.58億、吉利汽車1.42億；
淨賣出美團8.23億、騰訊6億、中國海洋石油1.46億。
據統計，南下資金已連續7日淨買入阿里巴巴，共計258.82億港元；連續8日淨賣出美團，共計53.3949億港元；連續4日淨賣出騰訊，共計19.8451億港元；連續3日淨賣出中海油，共計7.845億港元。
北水關注個股
阿里巴巴：2024年9月20日斥資約3998.01萬美元回購股份361.44萬股，每股回購價格為11.01-11.18美元。高盛發表報吿表示，基於SOTP估值，維持阿里巴巴“買入”評級及港股目標價105港元不變。
騰訊控股：於9月23日耗資約10億港元回購258萬股，每股回購價格為385.4-391.8港元。星展報吿稱，騰訊網上游戲及網上廣吿為主要的收入動力，2023年至2026年的複合年均增長率料分別為8%及15%。
美團：建議發行美元優先票據，所得款項淨額主要用於現有離岸債務的再融資及其他一般企業用途，但本金總額及利率等條款尚未確定。
中國海洋石油：9月23日公司註銷2044.4萬股已回購股份。花旗預計四季度原油市場或將出現約40萬桶/日的逆季節性赤字，屆時可能為油價提供臨時支撐。但隨着2025年全球石油供需平衡在大多數情景下惡化，仍然預計2025年將出現新的價格疲軟，布倫特原油價格將走向每桶60美元。
藥明生物：當地時間9月19日，美國參議院發佈了ndaa（《國防授權法案》）終稿，本次ndaa實際納入修正案93個，但並未包含s.amdt.2166（生物安全提案）。華創證券認為，生物安全提案夾帶途徑基本宣吿流產，單獨立法途徑年內落地可能性非常低，其他潛在立法途徑落地的可能性也越來越低，年內落地基本無望，CXO板塊或迎邊際改善。
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