智通财经网·2025-05-19 09:54Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 84.59 billion HKD from Northbound trading, with 72.68 billion HKD from Shanghai and 11.92 billion HKD from Shenzhen [1] - The most bought stocks included China Construction Bank (00939), China Mobile (00941), and the Tracker Fund of Hong Kong (02800) [1] - The most sold stocks were Tencent (00700), Xiaomi Group-W (01810), and CNOOC (00883) [1] Group 2: Stock Performance - Alibaba-W (09988) had a net inflow of 14.37 billion HKD, while Xiaomi Group-W (01810) experienced a net outflow of 2.59 billion HKD [2] - Tencent Holdings (00700) saw a net outflow of 6.20 billion HKD, while Meituan-W (03690) had a net inflow of 4.49 billion HKD [2] - China Construction Bank (00939) received a net inflow of 8.62 billion HKD, indicating strong interest in banking stocks [2][4] Group 3: Sector Insights - China Mobile (00941) received a net inflow of 8.12 billion HKD, supported by government initiatives to advance 5G-A and 6G technology [5] - The Tracker Fund of Hong Kong (02800) saw a net inflow of 7.97 billion HKD, with analysts optimistic about the Chinese economy and currency [5] - Pop Mart (09992) had a net inflow of 5.24 billion HKD, with Morgan Stanley raising sales and profit forecasts due to strong demand [6] Group 4: Clinical and Pharmaceutical Developments - Three-Sixty Pharmaceuticals (01530) received a net inflow of 4.01 billion HKD, with promising clinical trial results for its drug SSGJ-707 [7] - Semiconductor stocks like SMIC (00981) and Hua Hong Semiconductor (01347) also attracted net inflows, reflecting interest in the chip sector amid U.S. export restrictions [8]