| 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 小米集团-W(01810) | 9.31 亿 | 10.62% | 52.050（-2.44%） | | 泡泡玛特(09992) | 8.54 亿 | 16.54% | 259.600（-1.07%） | | 中国移动(00941) | 5.95 亿 | 31.44% | 84.800（+0.53%） | | 中兴通讯(00763) | 4.88 亿 | 10.94% | 42.060（+4.01%） | | 紫金矿业(02899) | 3.94 亿 | 8.82% | 33.660（-6.86%） | | 美团-W(03690) | 3.86 亿 | 7.90% | 101.700（-1.83%） | | 上海电气(02727) | 3.39 亿 | 16.71% | 5.030（-10.18%） | | 中国黄金国际(02099) | 3.22 亿 | 34.19% | 140.100（-9.73%） | | 蜜雪集团(02097) | 2.93 亿 | 31.46% | 419.000 ...

Core Insights - Southbound capital has significantly flowed into the Hong Kong stock market, reaching a cumulative net inflow of 11,985.67 billion HKD as of October 14, marking a historical high for the year [1][2] - The Hang Seng Index has risen over 26% this year, with the Hang Seng Tech Index increasing by over 32%, driven by substantial inflows from southbound capital [1][4] - Despite recent market adjustments, analysts believe the long-term upward trend for Hong Kong stocks remains intact, with expectations for continued growth [5][6] Southbound Capital Inflows - Southbound capital has been the largest source of incremental funds for the Hong Kong stock market this year, with over 80% of trading days showing net inflows [2] - The peak single-day net inflow occurred on August 15, with 358.76 billion HKD [2] - As of October 13, southbound capital holdings reached 5,458.21 billion shares, with a market value of 6.35 trillion HKD, reflecting significant increases since the beginning of the year [2] Sector and Stock Performance - The financial, information technology, and consumer discretionary sectors have the highest market values held by southbound capital, amounting to 14,032.34 billion HKD, 13,707.60 billion HKD, and 9,006.28 billion HKD respectively [2] - Major stocks such as Tencent Holdings and Alibaba have seen substantial increases in holdings, with Tencent exceeding 6,800 billion HKD [2][3] Market Adjustments and Future Outlook - The Hong Kong stock market has experienced a correction, with the Hang Seng Index dropping over 5% and the Hang Seng Tech Index over 8% in October [5] - Analysts suggest that while short-term volatility may persist, the long-term outlook remains positive, supported by domestic growth policies and stable capital inflows [5][6] - The technology sector is expected to benefit from current industry trends, with potential for new highs in the fourth quarter [6]

Group 1 - Southbound capital has seen a cumulative net inflow of 11,985.67 billion HKD as of October 14, marking a historical high for the year and more than double the amount from the same period in 2024 [1][2] - The Hang Seng Index has risen over 26% and the Hang Seng Tech Index has increased over 32% year-to-date, with stocks having a market capitalization exceeding 1 trillion HKD showing an average increase of over 30% [1][2] - Over 80% of trading days this year have recorded net inflows from southbound capital, indicating strong investor interest in the Hong Kong stock market [1] Group 2 - As of October 13, southbound capital holdings reached 5,458.21 billion shares, an increase of 821.50 billion shares since the beginning of 2025, with a total market value of 63,500 billion HKD, up by 27,700 billion HKD [2] - The financial, information technology, and consumer discretionary sectors have the highest holdings, with values of 14,032.34 billion HKD, 13,707.60 billion HKD, and 9,006.28 billion HKD respectively [2] - Major stocks held by southbound capital include Tencent Holdings at over 6,800 billion HKD and Alibaba-W, China Mobile, and others exceeding 2,000 billion HKD [2] Group 3 - Analysts suggest that Hong Kong's tech and consumer assets are attractive due to their scarcity and relevance to current trends like AI applications and new consumption [3] - Despite recent market adjustments, the long-term upward trend for Hong Kong stocks is expected to continue, supported by domestic growth policies and stable investor sentiment [3][4] - The fourth quarter is anticipated to see continued inflows into Hong Kong stocks, particularly in the tech sector, with the Hang Seng Tech Index expected to have the most significant upside potential [3][4]

（原标题：南方恒生科技近一个月首次上榜港股通成交活跃榜） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 相关ETF 10月14日上榜港股通成交活跃榜个股中，南方恒生科技为近一个月首次上榜。 证券时报•数据宝统计显示，10月14日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交699.46亿港元，占当日港股通成交金额的 38.59%，净卖出金额2.09亿港元。 上榜的成交活跃股中，阿里巴巴-W成交额为210.24亿港元，成交金额居首；其次是中芯国际、腾讯控股，成交金额分别为129.81亿港元、74.05亿 港元。 以上榜次数统计，10月14日上榜个股中，近一个月上榜次数最多的是阿里巴巴-W、腾讯控股等，近一个月均上榜16次，最受港股通资金关注。 南方恒生科技为近一个月首次上榜，当日港股通成交额为13.24亿港元，成交净买入11.47亿港元，该股当日收盘下跌3.33%。（数据宝） 10月14日港股通成交活跃股榜单 | 证券代码 | 证券简称 | 成交金额 | 净买入金额 | 近一个月上榜次数 | 最新收盘价 | 日涨跌幅（%） | | --- | --- | --- | --- | --- ...

今日上榜个股中，小米集团-W、腾讯控股、晶泰控股等8只股同时上榜港股通（深）、港股通（沪）成交活跃股， 小米集团-W合计成交额54.08 亿港元，成交净买入9.23亿港元，腾讯控股合计成交额74.05亿港元，成交净买入6.63亿港元。中芯国际合计成交额129.81亿港元，成交净卖出9.58 亿港元，阿里巴巴-W合计成交额210.24亿港元，成交净卖出7.95亿港元。 从连续性进行统计， 有1只股获南向资金连续3天以上净买入，连续净买入天数较多的有小米集团-W，连续净买入天数分别为7天。以其间净买入 金额统计，净买入金额最多的是小米集团-W，合计净买入为56.32亿港元。有2只股获连续净卖出，净卖出金额居前的有中芯国际、阿里巴巴-W 等，合计净卖出金额分别为65.87亿港元、49.79亿港元。（数据宝） 10月14日南向资金成交活跃股 | 代码 | 简称 | 成交金额 | 成交净买入 | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | | | （万港元） | （万港元） | | | 03033 南方恒生科技 | | | 132376.90 114715.01 | -3. ...

（原标题：10月14日南向资金净买入86.03亿港元） 10月14日恒生指数下跌1.73%，报收25441.35点，全天南向资金通过港股通渠道合计净买入86.03亿港元。 证券时报•数据宝统计，10月14日港股通全天合计成交金额为1812.45亿港元，成交净买入86.03亿港元。 具体来看，沪市港股通成交金额1116.91亿 港元，成交净买入49.73亿港元；深市港股通成交金额695.53亿港元，成交净买入36.31亿港元。 成交活跃股方面，沪市港股通前十大成交活跃股中，阿里巴巴-W成交额为131.44亿港元，成交金额居首；其次是中芯国际、腾讯控股，成交金额 分别为80.15亿港元、43.40亿港元。以净买卖金额统计，小米集团-W净买入额为7.23亿港元，净买入金额居首，该股收盘股价下跌0.94%。净卖出 金额最多的是阿里巴巴-W，净卖出7.36亿港元，收盘股价下跌4.31%。 深市港股通前十大成交活跃股中，成交额居首的是阿里巴巴-W，成交金额78.81亿港元；其次是中芯国际、腾讯控股，成交金额分别为49.66亿港 元、30.65亿港元。以净买卖金额统计，有4只股为净买入，净买入金额最多的是南方恒生科技，净买 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 131.44 亿元 | -7.36 亿元 | | 中芯国际(00981) | 80.15 亿元 | -3.24 亿元 | | 腾讯控股(00700) | 43.40 亿元 | +1.61 亿元 | | 华虹半导体(01347) | 41.09 亿元 | +2.28 亿元 | | 小米集团-W(01810) | 33.09 亿元 | +7.23 亿元 | | 中兴通讯(00763) | 24.52 亿元 | -5.04 亿元 | | 晶泰控股(02228) | 20.50 亿元 | +2.66 亿元 | | 盈富基金(02800) | 19.14 亿元 | -2.39 亿元 | | 泡泡玛特(09992) | 17.62 亿元 | +3.99 亿元 | | 快手-W(01024) | 14.31 亿元 | +3944.36 万元 | 深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 78. ...

智通财经10月14日讯（编辑 冯轶）据Wind数据显示，南向资金今日成交约1812.45亿港元，较前一日缩量约458亿；约为今日恒指成交总额的45.44%，占比 连续两日跌破5成。 与此同时，恒指今日继续下行，南向资金则再度逆势加仓，全天净买入约86.03亿港元。其中，沪港股通净流入约49.73亿港元，深港股通净流入约36.31亿港 元。 大幅净买入：小米集团-W(01810.HK)9.23亿港元；腾讯控股(0700.HK)6.63亿港元；晶泰控股(02228.HK)4.27亿港元。 大幅净流出：中芯国际(00981.HK)9.58亿港元；阿里巴巴-W(09988.HK)7.95亿港元；中兴通讯(00763.HK)6.46亿港元。 投资要点 个股方面，交易所数据显示，今日南向资金 | | | 港股通速递（南向） | | | --- | --- | --- | --- | | | 沪市港股通（乙元） | 深市港股通（乙元） | 成交净额(亿元) | | マ日 | 49.73 | 36.31 | 86.03 | | 沂一日 | 707 56 | 990 50 5 | 1698 06 | | | | | 港股通（沪 ...

智通财经APP获悉，10月14日港股市场，北水成交净买入86.03亿港元，其中港股通(沪)成交净买入49.73亿港元，港股通 (深)成交净买入36.31亿港元。 北水净买入最多的个股是南方恒生科技(03033)、小米集团-W(01810)、腾讯(00700)。北水净卖出最多的个股是中芯国际 (00981)、阿里巴巴-W(09988)、信达生物(01347)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 62.04 Z | 69.40亿 | 131.44亿 | | HK 09988 | | | -7.36 Z | | 中芯国际 | 38.45 乙 | 41.70 Z | 80.15 Z | | HK 00981 | | | -3.24 Z | | 腾讯控股 | 22.51 乙 | 20.89 亿 | 43.40亿 | | HK 00700 | | | +1.61 乙 | | 来可未营体 | 21.68 乙 | 19.41 Z | 41.09亿 | | HK 01347 | | | +2.28 乙 | ...

格隆汇10月14日｜南下资金今日净买入港股86.03亿港元。其中： 净买入南方恒生科技11.47亿、小米集 团-W 9.23亿、腾讯控股6.62亿、晶泰控股4.26亿、泡泡玛特3.99亿； 净卖出中芯国际9.57亿、阿里巴巴- W 7.95亿、信达生物7.67亿、中兴通讯6.45亿、快手-W 2.53亿、盈富基金2.39亿、华虹半导体1.1亿。 据 统计，南下资金已连续7日净买入小米，共计56.3234亿港元；连续4日减持中芯国际，共计65.8659亿港 元；连续4日减持阿里巴巴，共计49.7935亿港元。(格隆汇) ...