Core Viewpoint - Semiconductor Manufacturing International Corporation (SMIC) has seen significant stock price increases, with both its A-shares and H-shares rising, indicating strong market performance and investor confidence [2]. Group 1 - SMIC's A-shares rose over 3%, reaching a record high of 140 yuan per share [2]. - The H-shares of SMIC increased by 3.66% [2].

中芯国际AH股齐涨，A股涨超3%，站上140元，续创历史新高，H股涨超3%。 ...

格隆汇9月30日｜中芯国际AH股齐涨，A股涨超3%，站上140元，续创历史新高，H股涨超3%。 ...

Core Points - The Kexin 50 Enhanced ETF (588460) opened at a price of 1.741 yuan, with an increase of 0.87% [1] - The fund's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board 50 Index [1] - Since its establishment on December 1, 2022, the fund has achieved a return of 73.26%, with a monthly return of 9.70% [1] Stock Performance - Haiguang Information opened with a rise of 1.82% [1] - SMIC (Semiconductor Manufacturing International Corporation) also increased by 1.82% [1] - Cambrian (寒武纪) saw a significant rise of 4.87% [1] - Lanke Technology (澜起科技) increased by 1.50% [1] - Kingsoft Office (金山办公) rose by 1.95% [1] - Sitwei (思特威) had a modest increase of 0.63% [1] - Zhongwei Company (中微公司) experienced a decline of 0.98% [1] - Hengxuan Technology (恒玄科技) decreased by 0.50% [1] - Huahai Qingke (华海清科) fell by 1.11% [1] - Ninebot (九号公司) had a slight increase of 0.06% [1]

Key Points - The top three companies by Hong Kong Stock Connect holding ratios are Changfei Optical Fiber (71.17%), China Telecom (70.50%), and COSCO Shipping Energy (70.31%) [1] - Alibaba-W, Tencent Holdings, and SMIC saw the largest increases in holding amounts over the last five trading days, with increases of +11.802 billion, +3.602 billion, and +2.155 billion respectively [1] - The companies with the largest decreases in holding amounts over the last five trading days include the Tracker Fund (-3.386 billion), Hang Seng China Enterprises (-2.161 billion), and Xiaomi Group-W (-1.060 billion) [3] Group 1: Hong Kong Stock Connect Holding Ratios - Changfei Optical Fiber (06869) holds 250 million shares, representing 71.17% [1] - China Telecom (00728) holds 9.786 billion shares, representing 70.50% [1] - COSCO Shipping Energy (01138) holds 911 million shares, representing 70.31% [1] Group 2: Recent Increases in Holdings - Alibaba-W (09988) increased by +11.802 billion, with a change of +68.0615 million shares [1] - Tencent Holdings (00700) increased by +3.602 billion, with a change of +5.4583 million shares [1] - SMIC (00981) increased by +2.155 billion, with a change of +28.1698 million shares [1] Group 3: Recent Decreases in Holdings - Tracker Fund (02800) decreased by -3.386 billion, with a change of -12.4301 million shares [3] - Hang Seng China Enterprises (02828) decreased by -2.161 billion, with a change of -2.23798 million shares [3] - Xiaomi Group-W (01810) decreased by -1.060 billion, with a change of -1.97939 million shares [3]

Core Viewpoint - The semiconductor sector is experiencing active trading, with SMIC (00981) showing a price increase of 2.47% to HKD 74.7, indicating rich investment opportunities for short-term traders [1] Technical Analysis - SMIC's stock price has been fluctuating between the middle and upper bands of the Bollinger Bands since August 29, suggesting a critical breakout window [1] - Key support levels are at HKD 67.7 and HKD 62.3, while resistance levels are at HKD 78.4 and HKD 87.2, marking significant price barriers [1] - The stock is currently trading above multiple moving averages, with MA10 at HKD 71.74, MA30 at HKD 62.86, and MA60 at HKD 56.14, indicating a relatively strong medium-term bullish trend [1] Signal Summary - The overall technical indicators provide a "sell" signal with a strength of 8, yet several important indicators show positive signs [3] - The RSI is at 74, indicating an overbought condition but maintains a neutral buy/sell signal [3] - Various oscillators are neutral, while the CCI indicator has issued a buy signal, and both MACD and Bollinger Bands show buy signals, reflecting significant market divergence regarding SMIC's short-term direction [3] Derivative Products Performance - Recent derivative products related to SMIC have performed exceptionally well, with Huatai call warrants (14397) rising by 34%, UBS bull certificates (60514) increasing by 33%, and other products showing gains of 18%, all outperforming the underlying stock's 5.79% increase [3] Investment Options - For bullish investors, UBS call warrants (20322) offer 3.2x leverage with a strike price of HKD 80.05, while the Cinda call warrants (20290) provide 3.5x leverage with the lowest premium and implied volatility [6] - For bearish investors, the Bank of China put warrants (20088) offer 2.5x leverage with a strike price of HKD 52.45, and UBS bear certificates (54920) provide 11.1x leverage with a redemption price of HKD 80 [8]

9月29日恒生指数上涨1.89%，南向资金全天合计成交金额为1488.58亿港元，其中，买入成交736.02亿 港元，卖出成交752.56亿港元，合计净卖出金额16.54亿港元。具体来看，港股通（深）累计成交金额 552.80亿港元，买入成交279.92亿港元，卖出成交272.88亿港元，合计净买入金额7.04亿港元；港股通 （沪）累计成交金额935.78亿港元，买入成交456.10亿港元，卖出成交479.68亿港元，合计净卖出金额 23.58亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是阿里巴巴-W，合计成交额139.01亿港 元，小米集团-W、中芯国际成交额紧随其后，分别成交99.14亿港元、67.04亿港元。以净买卖金额统 计，净买入的个股共有6只，阿里巴巴-W净买入额为35.57亿港元，净买入金额居首，该股收盘股价上 涨4.14%，腾讯控股净买入额为14.94亿港元，小米集团-W净买入额为9.96亿港元。净卖出金额最多的是 盈富基金，净卖出57.83亿港元，该股收盘股价上涨1.72%，中国移动、美团-W遭净卖出8.15亿港元、 1.98亿港元。 今日上榜个股中，阿里巴巴-W、腾讯控 ...

Core Insights - On September 29, China Mobile made its first appearance on the Hong Kong Stock Connect active trading list in nearly a month [2] - The total trading volume of active stocks on the Hong Kong Stock Connect reached HKD 550.07 billion, accounting for 36.95% of the day's total trading amount, with a net buying amount of HKD 4.20 billion [2] - Alibaba-W led the trading volume with HKD 139.01 billion, followed by Xiaomi Group-W and SMIC with HKD 99.14 billion and HKD 67.04 billion respectively [2] Trading Activity Summary - The most frequently listed stocks in the past month include Alibaba-W and Tencent Holdings, each appearing 21 times, indicating strong interest from Hong Kong Stock Connect funds [2] - China Mobile's trading volume on that day was HKD 11.61 billion, with a net selling amount of HKD 8.15 billion, and the stock closed down by 0.12% [2] Individual Stock Performance - Tencent Holdings had a trading amount of HKD 65.16 billion with a net buying amount of HKD 14.94 billion, closing at HKD 660.000, up by 2.48% [2] - SMIC recorded a trading amount of HKD 67.04 billion with a net buying amount of HKD 3.79 billion, closing at HKD 76.500, up by 4.87% [2] - Xiaomi Group-W had a trading amount of HKD 99.14 billion with a net buying amount of HKD 9.96 billion, closing at HKD 53.550, down by 2.01% [2] - Alibaba-W's trading amount was HKD 139.01 billion with a net buying amount of HKD 35.57 billion, closing at HKD 173.400, up by 4.14% [2]

Core Insights - On September 29, 2025, Alibaba-W (09988), Xiaomi Group-W (01810), and Tencent Holdings (00700) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 8.69 billion, 6.22 billion, and 4.06 billion respectively [1] - In the Southbound Stock Connect for the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Xiaomi Group-W (01810), and SMIC (00981) also ranked as the top three, with trading amounts of 5.21 billion, 3.69 billion, and 3.02 billion respectively [1] Southbound Stock Connect (Shanghai-Hong Kong) - The top three active companies by trading amount were: - Alibaba-W (09988): 8.69 billion with a net buy of 1.66 billion - Xiaomi Group-W (01810): 6.22 billion with a net buy of 0.42 billion - Tencent Holdings (00700): 4.06 billion with a net buy of 1.26 billion [2] - Other notable companies included: - Yingfu Fund (02800): 3.98 billion with a net sell of 3.98 billion - SMIC (00981): 3.68 billion with a net buy of 17.16 million [2] Southbound Stock Connect (Shenzhen-Hong Kong) - The top three active companies by trading amount were: - Alibaba-W (09988): 5.21 billion with a net buy of 1.90 billion - Xiaomi Group-W (01810): 3.69 billion with a net buy of 0.57 billion - SMIC (00981): 3.02 billion with a net buy of 0.36 billion [2] - Other notable companies included: - Tencent Holdings (00700): 2.45 billion with a net buy of 0.23 billion - Yingfu Fund (02800): 1.81 billion with a net sell of 1.80 billion [2]

智通财经APP获悉，9月29日港股市场，北水成交净卖出16.54亿港元，其中港股通(沪)成交净卖出23.58亿港元，港股通 (深)成交净买入7.04亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、腾讯(00700)、小米集团-W(01810)。北水净买入最多的个股是盈富基金 (02800)、中国移动(00941)、华虹半导体(01347)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W HK 09988 | 51.75 乙 | 35.15 乙 | 86.90亿 | | | | | +16.60亿 | | 小米集团-W HK 01810 | 33.23 乙 | 29.00亿 | 62.23 亿 +4.23 Z | | 腾讯控股 HK 00700 | 26.63 乙 | 14.00 亿 | 40.63亿 | | | | | +12.641Z | | 盈富基金 | 254.26万 | 39.79 亿 | 39.81亿 | | HK 02800 | | | -39.76 Z | | 中芯国际 | 1 ...