智通财经APP获悉，12月11日，恒生指数公司发布通告，恒生港股通软件及半导体指数将改名为恒生港 股通软件主题指数，编算方法亦将更新，成份股数目固定为40只。加入阅文集团(00772)、趣致集团 (00917)、美图(01357)、汇量科技(01860)四只股份，剔除ASMPT(00522)、中芯国际(00981)、华虹半导 体(01347)等几只股票，指数的重新命名及相关的成份股变动将于2025年12月16日生效。成份股数目仍 维持32只。 此外其编算方法更新还包括：更改指数目的、选股范畴、行业要求和成份股挑选方法；新增主题要求、 缓冲区和快速纳入规则。 | 代号 | 公司 | | --- | --- | | 522 | ASMPT Ltd. | | 981 | 中芯国际集成电路制造有限公司 | | 1347 | 华虹半导体有限公司 | | 2577 | 英诺赛科(苏州)科技股份有限公司 - H 股 | ...

智通财经APP获悉，12月11日港股市场，北水成交净买入7.91亿港元，其中港股通(沪)成交净卖出3.2亿 港元，港股通(深)成交净买入11.11亿港元。 北水净买入最多的个股是美团-W(03690)、小米集团-W(01810)、贝壳-W(02423)。北水净卖出最多的个 股是中海油(00883)、阿里巴巴-W(09988)、中芯国际(00981)。 | 股票名称 | 买入额 | 卖出额 | 或率出额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W 88660 MH | 18.90亿 | 11.95亿 | 30.85亿 | | | | | +6.95亿 | | 中芯国际 | 9.32亿 | 10.06亿 | 19.39亿 | | HK 00981 | | | -7432.54万 | | 中兴通讯 | 8.43亿 | 10.28亿 | 18.71亿 | | HK 00763 | | | -1.84 乙 | | 长飞光纤 ... | 7.26亿 | 8.81亿 | 16.07亿 | | HK 06869 | | | -1.55 Z | | 腾讯控股 | 8.0 ...

智通财经APP获悉，12月11日港股市场，北水成交净买入7.91亿港元，其中港股通(沪)成交净卖出3.2亿 港元，港股通(深)成交净买入11.11亿港元。 北水净买入最多的个股是美团-W(03690)、小米集团-W(01810)、贝壳-W(02423)。北水净卖出最多的个 股是中海油(00883)、阿里巴巴-W(09988)、中芯国际(00981)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 阿里巴巴-W | 18.90亿 | 11.95亿 | 30.85亿 | | 88660 MH | | | +6.95 亿 | | 中芯国际 | 9.32 亿 | 10.06亿 | 19.39 亿 | | HK 00981 | | | -7432.54万 | | 中兴通讯 | 8.43亿 | 10.28 亿 | 18.71亿 | | HK 00763 | | | -1.84 Z | | 长飞光纤 ... | 7.26亿 | 8.81亿 | 16.07 亿 | | HK 09869 | | | -1.55 Z | | 腾讯控股 ...

每经AI快讯，芯片股延续近期跌势。截至发稿，华虹半导体(01347.HK)跌3.09%，报73.7港元；中芯国 际(00981.HK)跌2.04%，报67.3港元。 （文章来源：每日经济新闻） ...

消息面上，近日美国总统特朗普宣布，美国将在"确保国家安全"的前提下，允许英伟达向中国及其他批 准客户出口其H200人工智能（AI）芯片，美国政府将从相关销售额中抽取25%分成。开源证券认为， H200等芯片供给恢复或推动国产大模型全面升级，加速国内AI生态繁荣发展，或进一步全面扩大对国 产算力芯片的需求，长期利好国产芯片板块。 芯片股延续近期跌势，截至发稿，华虹半导体(01347)跌3.09%，报73.7港元；中芯国际(00981)跌 2.04%，报67.3港元。 ...

Market Overview - The Hang Seng Index opened up by 0.66% at 25,710.61 points, while the Hang Seng Tech Index rose by 0.55% to 5,611.93 points [1][2]. Sector Performance - The Hang Seng Biotechnology Index increased by 0.44% to 15,159.39 points, and the Hang Seng China Enterprises Index gained 0.58% to 9,006.27 points [2]. - The Hang Seng Composite Index saw a rise of 0.71%, reaching 3,940.90 points [2]. Notable Stocks - Stocks such as Pop Mart, Zijin Mining, and HSBC opened with gains exceeding 2% [2]. - Tech stocks showed strength, with companies like NetEase, Alibaba, and Bilibili all rising over 1% [3]. Individual Stock Movements - Kingdee International rose by 2.00% to 14.250, while Midea Group increased by 1.63% to 90.450 [4]. - Alibaba's stock price reached 155.000, reflecting a 1.17% increase, and NetEase rose to 213.200, up by 1.14% [4]. - Other notable movements included Tencent Holdings at 609.000 (+1.00%) and BYD Company at 98.400 (+0.66%) [4].

Core Insights - On December 9, 2025, Alibaba-W (09988), Xiaomi Group-W (01810), and Tencent Holdings (00700) were the top three companies by trading volume in the southbound trading of the Stock Connect, with trading amounts of 4.115 billion, 3.321 billion, and 2.930 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Tencent Holdings (00700), and SMIC (00981) led the trading volume, with amounts of 3.237 billion, 1.987 billion, and 1.503 billion respectively [1] Southbound Trading Highlights - **Top Active Companies in Southbound Trading (Shanghai-Hong Kong Stock Connect)** - Alibaba-W (09988): Trading amount of 4.115 billion, net inflow of 83.45 million [2] - Xiaomi Group-W (01810): Trading amount of 3.321 billion, net inflow of 156 million [2] - Tencent Holdings (00700): Trading amount of 2.930 billion, net inflow of 1.126 billion [2] - SMIC (00981): Trading amount of 2.806 billion, net outflow of 133 million [2] - Pop Mart (09992): Trading amount of 1.880 billion, net outflow of 438 million [2] - **Top Active Companies in Southbound Trading (Shenzhen-Hong Kong Stock Connect)** - Alibaba-W (09988): Trading amount of 3.237 billion, net inflow of 342 million [2] - Tencent Holdings (00700): Trading amount of 1.987 billion, net outflow of 248 million [2] - SMIC (00981): Trading amount of 1.503 billion, net inflow of 14.69 million [2] - Xiaomi Group-W (01810): Trading amount of 1.203 billion, net inflow of 384 million [2] - Pop Mart (09992): Trading amount of 1.016 billion, net outflow of 136 million [2]

智通财经APP获悉，12月9日港股市场，北水成交净买入5.31亿港元，其中港股通(沪)成交净卖出3.52亿 港元，港股通(深)成交净买入8.83亿港元。 北水净买入最多的个股是腾讯(00700)、小米集团-W(01810)、阿里巴巴-W(09988)。 北水净卖出最多的 个股是中芯国际(00981)、三生制药(01530)、建设银行(00939)。 小米集团-W(01810)获净买入5.39亿港元。消息面上，据智通财经报道，小米中国区近期开启一系列人 事调整，涉及手机、汽车、大家电等核心运营类岗位。高盛发布研报称，预期小米未来数季将有更多 AI成果公布，并应用于小米集团生态圈及其全球规模最大的AIoT连网装置，将驱动差异化发展，并支 持小米"人车家"生态圈的升级策略。 内银股出现分化，农业银行(01288)获净买入3.06亿港元，而建设银行(00939)遭净卖出4747万港元。消 息面上，西部证券认为，当前银行资产风险对其账面财务指标的负面影响已边际递减，此外在宽信用主 体向公共部门集中趋势下，政银联动机制预计持续深化，进而有望舒解银行"资产荒"困境。板块后续估 值提升仍有一定空间。 芯片股亦现分化，华虹半导 ...

Core Viewpoint - The Hong Kong stock market continues to decline in the afternoon session, with the Hang Seng Index down by 1.28% and the Hang Seng Tech Index experiencing a larger drop of 2% [1][5]. Group 1: Market Performance - The Hang Seng Index is currently at 25,436.25, reflecting a decrease of 1.28% [6]. - The Hang Seng Tech Index has dropped to 5,548.96, marking a decline of 2.01% [6]. - The Hang Seng China Enterprises Index is at 8,938.46, down by 1.60% [6]. Group 2: Sector Performance - Gold, semiconductor, and new consumption concept stocks are showing weakness in the market [1][5]. - Zijin Mining and Hua Hong Semiconductor have both fallen by over 5% [1][5]. - Pop Mart and Blokus have also seen declines close to 5% [1][5].

每经AI快讯，港股芯片股承压走低，截至发稿，华虹半导体(01347.HK)跌3.08%，报77港元；中芯国际 (00981.HK)跌2.09%，报70.3港元。 ...