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资金动向 | 北水狂抢康方生物7.79亿,抛售阿里巴巴、腾讯
09926AKESO(09926) 格隆汇·2025-04-28 11:56

Group 1 - Southbound funds net bought Hong Kong stocks worth 2.03 billion HKD on April 28, with significant purchases in the Tracker Fund (20.43 billion HKD) and China Enterprises (12.51 billion HKD) [1] - Continuous net selling of Xiaomi for 8 days totaling 5.11 billion HKD, and net selling of SMIC for 5 days totaling 1.18 billion HKD [3] - Goldman Sachs raised its forecast for southbound fund inflows to 110 billion USD from 75 billion USD, with 78 billion USD net inflow year-to-date, representing 75% of last year's total inflow [4] Group 2 - Kangfang Biopharma's stock dropped nearly 12% despite receiving approval for its bispecific antibody drug for treating PD-L1 positive non-small cell lung cancer [5] - Alibaba and Tencent experienced slight declines of 0.35% and 0.27% respectively, with Tencent purchasing GPU resources worth approximately 2 billion CNY from ByteDance [5][6]