TENCENT(HK:00700) 智通财经网·2025-04-10 12:46Core Insights - Notable investor Duan Yongping announced he will not be active on the Xueqiu platform for an extended period, despite previously expressing optimism about the market and revealing investments in Tencent [1] - Significant capital inflow into the Hong Kong stock market has been observed, with multiple ETFs reaching historical highs in share volume [1][2] - The valuation levels of Hong Kong stocks are currently at historical lows, indicating long-term investment potential [1][3] Group 1: Market Activity - Southbound capital has been consistently flowing into the Hong Kong stock market, with a net purchase exceeding 35.5 billion HKD on April 9 [1][2] - The Hong Kong Technology ETF (513020) saw a surge of over 6.5%, with trading volume increasing significantly [2] - The Hang Seng Index ETF (513600) also rose by 3.95%, leading in net inflow among similar funds [2] Group 2: Investor Behavior - The inflow of southbound capital is attributed to active participation from individual and private investors, as well as ongoing allocations from public and insurance funds [3] - Public funds have notably increased their allocation to Hong Kong technology stocks, with Tencent being a long-term favorite among public investors [3] - The recent market adjustments have positioned Chinese assets as relatively attractive on a global scale, suggesting a potential mid-term investment opportunity [3]