智通财经APP获悉，根据2025年11月5日披露数据，中国电信（00728）、中远海能（01138）、绿色动 力环保（01330）位居港股通持股比例前3位，分别为71.27%、70.09%、69.45%。此外，盈富基金 （02800）、美团-W（03690）、恆生中国企业（02828）在最近有统计数据的5个交易日内，持股额增 幅最大，分别为+49.63亿元、+20.12亿元、+19.46亿元;中芯国际（00981）、腾讯控股（00700）、华虹 半导体（01347）在最近有统计数据的5个交易日内，持股额减幅最大，分别为-20.28亿元、-16.14亿 元、-6.38亿元。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新持股比例排行（前20名） 3、港股通最近5个交易日减持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 中芯国际(00981) | -20.28亿元 | -2827.95万股 | | 腾讯控股(00700) | -16.14亿元 | -256.56万股 | | 华虹半导体(01347) | -6.38亿元 | -868.4 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 本公告僅供參考之用，並不構成收購、購買或認購證券的邀請或要約，亦非在美國或任何其他 司法權區出售或收購證券的邀請或要約或要約購買證券的招攬，亦非未根據任何有關司法權區 的證券法登記或獲批准而在當地進行有關邀請、要約、收購、招攬或出售即屬違法的前述邀請 或要約或招攬。 本公告及其內容並不構成任何合約或承諾的根據。本公告及其任何副本不得帶入美國或在美國 分發。本公告所述證券並無亦不會根據一九三三年美國證券法（經修訂）或向美國任何州或其 他司法權區的任何證券監管機構登記，且不得在美國提呈發售或出售，惟獲得一九三三年美國 證券法（經修訂）及適用州或地方證券法登記規定的適用豁免，或屬不受一九三三年美國證券 法（經修訂）及適用州或地方證券法登記規定約束的交易則除外。本公司不會在美國公開發售證 券。 於香港聯合交易所有限公司上市的通告 股份代號：3690（港幣櫃台）及83690（人民幣櫃台） 人民幣2,080,000 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 本公告僅供參考之用，並不構成收購、購買或認購證券的邀請或要約，亦非在美國或任何其他 司法權區出售或收購證券的邀請或要約或要約購買證券的招攬，亦非未根據任何有關司法權區 的證券法登記或獲批准而在當地進行有關邀請、要約、收購、招攬或出售即屬違法的前述邀請 或要約或招攬。 本公告及其內容並不構成任何合約或承諾的根據。本公告及其任何副本不得帶入美國或在美國 分發。本公告所述證券並無亦不會根據一九三三年美國證券法（經修訂）或向美國任何州或其 他司法權區的任何證券監管機構登記，且不得在美國提呈發售或出售，惟獲得一九三三年美國 證券法（經修訂）及適用州或地方證券法登記規定的適用豁免，或屬不受一九三三年美國證券 法（經修訂）及適用州或地方證券法登記規定約束的交易則除外。本公司不會在美國公開發售證 券。 於香港聯合交易所有限公司上市的通告 及 600,000,000美元於二零三二年到期的4.750%優先票據 （債務股份代 ...

美国10月"小非农"反弹，据智通财经报道，美国10月ADP就业人数增加4.2万人，为2025年7月来最大增 幅，预期增加3万人，前值减少3.2万人。 科技七巨头跌多涨少。谷歌、Meta涨超1%。英伟达一度跌超1%，随后短线拉升翻红，现涨1%。据新 华社消息，美国知名"空头"迈克尔·伯里说，他已押注逾10亿美元做空英伟达公司等科技企业。11月3日 发布的监管文件显示，伯里已斥资约11亿美元，买入对英伟达和软件企业帕兰蒂尔公司的看跌期权。这 种期权能从股价下跌中获利。 记者丨黎雨桐 编辑丨曾静娇 视频丨柳润瑛 11月5日，美股三大指数开盘涨跌互现，截至北京时间23时左右，三大指数悉数翻红。 苹果跌0.21%，苹果计划首次进军低价笔记本电脑市场，开发一款价格亲民的Mac电脑，售价将低于 1000美元。 AMD一度跌超2%，随后短线拉升翻红。公司第三季度营收与利润均超预期，但第四季度业绩指引较为 疲软。 超微电脑大跌近7%，公司第一财季收入和利润未达预期。 中概股方面，纳斯达克金龙指数开盘微跌后短线拉升翻红，现涨0.25%。中国苏轩堂药业大涨超20%， 阿特斯太阳能、新氧涨超10%。 | < w | 纳斯达克中国金龙 ...

11月5日恒生指数下跌0.07%，南向资金全天合计成交金额为956.88亿港元，其中，买入成交530.31亿港 元，卖出成交426.57亿港元，合计净买入金额103.73亿港元。具体来看，港股通（深）累计成交金额 372.14亿港元，买入成交221.14亿港元，卖出成交151.00亿港元，合计净买入金额70.14亿港元；港股通 （沪）累计成交金额584.73亿港元，买入成交309.16亿港元，卖出成交275.57亿港元，合计净买入金额 33.59亿港元。 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73.09亿港 元，中芯国际、腾讯控股成交额紧随其后，分别成交42.37亿港元、34.83亿港元。以净买卖金额统计， 净买入的个股共有6只，南方恒生科技净买入额为12.87亿港元，净买入金额居首，该股收盘股价下跌 0.61%，阿里巴巴-W净买入额为8.91亿港元，小米集团-W净买入额为6.51亿港元。净卖出金额最多的是 华虹半导体，净卖出6.41亿港元，该股收盘股价下跌3.10%，中芯国际、哔哩哔哩-W遭净卖出4.99亿港 元、1.60亿港元。 今日上榜个股中，南方恒生科技、阿里 ...

11月5日恒生指数下跌0.07%，报收25935.41点，全天南向资金通过港股通渠道合计净买入103.73亿港 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42.31亿港元，成交金额居 首；其次是中芯国际、腾讯控股，成交金额分别为24.72亿港元、20.62亿港元。以净买卖金额统计，小 米集团-W净买入额为2.85亿港元，净买入金额居首，该股收盘股价下跌0.23%。净卖出金额最多的是腾 讯控股，净卖出2.83亿港元，收盘股价平盘报收。 注：本文系新闻报道，不构成投资建议 11月5日港股通成交活跃股 证券时报数据宝统计，11月5日港股通全天合计成交金额为956.88亿港元，成交净买入103.73亿港元。具 体来看，沪市港股通成交金额584.73亿港元，成交净买入33.59亿港元；深市港股通成交金额372.14亿港 元，成交净买入70.14亿港元。 | 代码 | 简称 | 类型 | 成交金额(万港元) | 成交净买入(万港元) | 日涨跌幅(%) | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 42 ...

Core Insights - On November 5, 2025, Alibaba-W (09988), SMIC (00981), and Tencent Holdings (00700) ranked as the top three companies by trading volume in the southbound trading of the Stock Connect, with trading amounts of 4.231 billion, 2.472 billion, and 2.062 billion respectively [1] - Alibaba-W (09988), SMIC (00981), and Tencent Holdings (00700) also led the trading volume in the southbound trading of the Shenzhen-Hong Kong Stock Connect, with trading amounts of 3.078 billion, 1.765 billion, and 1.420 billion respectively [1] Southbound Trading Highlights - **Top Active Companies in Southbound Trading (Hong Kong Stock Connect)** - Alibaba-W (09988): Trading amount of 4.231 billion, net buying of +0.253 billion [2] - SMIC (00981): Trading amount of 2.472 billion, net selling of -0.281 billion [2] - Tencent Holdings (00700): Trading amount of 2.062 billion, net selling of -0.283 billion [2] - Xiaomi Group-W (01810): Trading amount of 1.830 billion, net buying of +0.285 billion [2] - Huahong Semiconductor (01347): Trading amount of 1.240 billion, net buying of +7.8006 million [2] - **Top Active Companies in Southbound Trading (Shenzhen-Hong Kong Stock Connect)** - Alibaba-W (09988): Trading amount of 3.078 billion, net buying of +0.637 billion [2] - SMIC (00981): Trading amount of 1.765 billion, net selling of -0.218 billion [2] - Tencent Holdings (00700): Trading amount of 1.420 billion, net buying of +0.341 billion [2] - Huahong Semiconductor (01347): Trading amount of 1.233 billion, net selling of -0.649 billion [2] - Southern Hang Seng Technology (03033): Trading amount of 1.096 billion, net buying of +1.019 billion [2]

Core Viewpoint - The article discusses the increasing emphasis on ESG (Environmental, Social, and Governance) issues among Chinese internet companies, highlighting significant improvements in their ESG ratings and practices over the past year [2][3]. Environmental Dimension (E) - The rapid growth of generative AI is driving a transformation in computing infrastructure, leading to a projected 1.6 times increase in global data center electricity demand from 2023 to 2030 [6]. - More internet companies are setting ambitious climate goals, with the number of firms aiming for 100% renewable energy by 2030 rising from one in 2021 to eight in 2024 [6]. - Alibaba leads in environmental performance, committing to 100% clean energy for cloud operations by 2030 and achieving a 64% clean energy usage rate in its self-built data centers by FY2025 [10]. - The average Power Usage Effectiveness (PUE) of major internet companies is between 1.16 and 1.26, indicating satisfactory energy efficiency [10]. Social Dimension (S) - Internet companies are increasingly focusing on worker rights and social issues, with notable advancements in the protection of platform workers such as delivery riders [12][13]. - JD.com has established a comprehensive welfare system for its employees, including signing labor contracts and providing enhanced social security benefits [14]. - Meituan has initiated pilot programs for occupational injury insurance for riders and plans to extend comprehensive insurance coverage by Q2 2025 [14]. - Data privacy protection is a priority for leading companies like Tencent, JD.com, and Baidu, which have established robust data security frameworks [15]. Governance Dimension (G) - Governance practices among internet companies are evolving, with a focus on board oversight of ESG issues, compliance management, and anti-corruption measures [17][21]. - Companies are encouraged to establish clear ESG risk assessment processes and ensure that disclosures are based on quantifiable management goals [18][19]. - The transparency of algorithms and compliance frameworks is improving, with companies like Weibo and Douyin beginning to disclose their algorithmic processes [21]. - Despite progress, many mid-sized internet companies still exhibit average governance capabilities, indicating a need for further development in ESG integration [22].

来源：智通财经网 南方恒生科技(03033)获净买入12.87亿港元。消息面上，据中国证券报，招商证券首席策略分析师张夏 表示，相比于全球主要指数而言，港股尤其是恒生科技指数的估值仍处于历史较低水平，是为数不多的 当前市盈率低于历史平均值的指数，存在较大的估值修复空间。 | 港股通(沪)活跃成交股 | | --- | | 美团-W HK 03690 | 4.03亿 | 2.24亿 | 6.261乙 +1.79亿 | | --- | --- | --- | --- | | 赣锋锂业 | | | 5.95亿 | | | 2.45亿 | 3.50亿 | | | HK 01772 | | | -1.04 亿 | | :: 洪烟园中 | 2.87亿 | 3.00亿 | 5.87亿 | | HK 00883 | | | -1294.62万 | | 喫煙座-W | | | 5.37亿 | | HK 09626 | 1.88亿 | 3.49亿 | -1.601Z | 港股通(深)活跃成交股 11月5日港股市场，北水成交净买入103.73亿港元，其中港股通(沪)成交净买入33.59亿港元，港股通(深) 成交净买入70.14亿港 ...

Group 1: Market Overview - On November 5, the Hong Kong stock market saw a net inflow of 10.373 billion HKD from northbound trading, with 3.359 billion HKD from the Shanghai Stock Connect and 7.014 billion HKD from the Shenzhen Stock Connect [1] - The most net bought stocks included Southern Hang Seng Technology (03033), Alibaba-W (09988), and Xiaomi Group-W (01810) [1] - The most net sold stocks were Hua Hong Semiconductor (01347), SMIC (00981), and Ganfeng Lithium (01772) [1] Group 2: Individual Stock Performance - Alibaba-W (09988) had a net inflow of 2.53 billion HKD, with a total trading volume of 4.231 billion HKD [2] - Xiaomi Group-W (01810) saw a net inflow of 2.85 billion HKD, with a total trading volume of 1.830 billion HKD [2] - Tencent Holdings (00700) experienced a net outflow of 2.83 billion HKD, with a total trading volume of 2.062 billion HKD [2] Group 3: Analyst Insights - Analysts from Daiwa maintained a positive outlook on the Chinese internet sector, highlighting Tencent's strong product pipeline and anticipated growth in gaming revenue [5] - Citi's report on Xiaomi projected a 22% year-on-year revenue growth and a 60% increase in adjusted net profit for Q3, driven by robust electric vehicle sales [5] - China Mobile (00941) announced a share transfer of 0.19% to China National Petroleum Corporation to enhance strategic collaboration [6] Group 4: Sector Trends - The semiconductor sector faced net selling, with SMIC and Hua Hong Semiconductor seeing net outflows of 4.99 billion HKD and 6.4 billion HKD, respectively [7] - Analysts suggested focusing on the design sector's performance in storage, foundry, and ASICs, as well as the potential for price increases in leading foundries [7]