9月11日早盤(pan)，港股(gu)(gu)三大指(zhi)數集(ji)體(ti)低開(kai)，恒(heng)生(sheng)指(zhi)數跌(die)(die)(die)(die)(die)(die)1.06%，報17051.84點，恒(heng)生(sheng)科指(zhi)跌(die)(die)(die)(die)(die)(die)0.98%，國(guo)企指(zhi)數跌(die)(die)(die)(die)(die)(die)1.17%。盤(pan)面上，科網股(gu)(gu)普遍低開(kai)，網易(yi)、美團、小(xiao)(xiao)米跌(die)(die)(die)(die)(die)(die)近2%，京(jing)東(dong)跌(die)(die)(die)(die)(die)(die)超(chao)1%；汽車股(gu)(gu)集(ji)體(ti)低開(kai)，華(hua)晨中(zhong)(zhong)國(guo)跌(die)(die)(die)(die)(die)(die)超(chao)2%；煤炭股(gu)(gu)普跌(die)(die)(die)(die)(die)(die)，中(zhong)(zhong)國(guo)神華(hua)跌(die)(die)(die)(die)(die)(die)超(chao)2%；石油股(gu)(gu)集(ji)體(ti)下(xia)(xia)挫(cuo)，中(zhong)(zhong)海油跌(die)(die)(die)(die)(die)(die)近4%。開(kai)盤(pan)后，恒(heng)生(sheng)科技指(zhi)數ETF（513180）跟(gen)隨指(zhi)數小(xiao)(xiao)幅(fu)下(xia)(xia)跌(die)(die)(die)(die)(die)(die)，持倉股(gu)(gu)跌(die)(die)(die)(die)(die)(die)多漲(zhang)少，小(xiao)(xiao)鵬(peng)汽車、嗶哩嗶哩等(deng)領漲(zhang)，比(bi)亞迪電子、商湯、快手、中(zhong)(zhong)芯國(guo)際、網易(yi)等(deng)跌(die)(die)(die)(die)(die)(die)幅(fu)居前。

資(zi)金面上，昨日（9月10日）南(nan)(nan)向資(zi)金凈(jing)買入港(gang)股(gu)92.89億港(gang)元(yuan)(yuan)(yuan)。個(ge)股(gu)層面，南(nan)(nan)向資(zi)金爆(bao)買阿(a)里(li)(li)巴(ba)(ba)巴(ba)(ba)，凈(jing)賣(mai)(mai)出港(gang)交(jiao)所、美(mei)團(tuan)：阿(a)里(li)(li)巴(ba)(ba)巴(ba)(ba)、建設銀行分別獲南(nan)(nan)下(xia)資(zi)金凈(jing)買入84.71億港(gang)元(yuan)(yuan)(yuan)、4.43億港(gang)元(yuan)(yuan)(yuan)；港(gang)交(jiao)所、美(mei)團(tuan)分別遭凈(jing)賣(mai)(mai)出7.69億港(gang)元(yuan)(yuan)(yuan)、4.02億港(gang)元(yuan)(yuan)(yuan)。據(ju)悉，阿(a)里(li)(li)巴(ba)(ba)巴(ba)(ba)昨日正式獲納入港(gang)股(gu)通，這意味著南(nan)(nan)向資(zi)金即可通過港(gang)股(gu)通購買阿(a)里(li)(li)巴(ba)(ba)巴(ba)(ba)股(gu)票。

招商證券認為，恒生指數公司新增快(kuai)速納入規則至(zhi)港(gang)股(gu)通指數，預計阿(a)里入通后相關主題的(de)被動(dong)(dong)資(zi)金因(yin)成分股(gu)調整將形成買盤，同時南向資(zi)金或將主動(dong)(dong)配置，有望(wang)帶來流動(dong)(dong)性改善。