Group 1: Market Overview - Northbound trading recorded a net buy of HKD 55.85 billion, with HK Stock Connect (Shanghai) contributing HKD 38.51 billion and HK Stock Connect (Shenzhen) contributing HKD 17.33 billion [1] - The most bought stocks included Xpeng Motors (09868), Innovent Biologics (01801), and China Construction Bank (00939) [1] - The most sold stocks were Alibaba (09988), Tencent (00700), and CNOOC (00883) [1] Group 2: Stock Performance - Alibaba saw a net sell of HKD 15.05 billion against a sell of HKD 26.84 billion, resulting in a total transaction of HKD 41.89 billion [2] - Tencent had a net sell of HKD 7.47 billion with total transactions of HKD 16.32 billion [2] - Xpeng Motors recorded a net buy of HKD 10.97 billion, with a total transaction of HKD 16.00 billion [2] Group 3: Sector Insights - The innovative drug sector saw increased investment, with Innovent Biologics, Kangfang Biologics (09926), and CSPC Pharmaceutical Group (01093) receiving net buys of HKD 4.37 billion, HKD 2.22 billion, and HKD 576 million respectively [5] - The banking sector, particularly China Construction Bank and Bank of China, attracted net buys of HKD 3.97 billion and HKD 1.38 billion, driven by high dividend yields and strategic significance for insurance capital [5] - Xiaomi Group (01810) received a net buy of HKD 1.85 billion, while CNOOC faced a net sell of HKD 3.9 billion [7]
北水动向|北水成交净买入55.85亿 北水继续加仓创新药概念 全天抢筹小鹏汽车(09868)超7亿港元