Ge Long Hui A P P·2025-07-11 11:10Group 1 - The net buying of Meituan reached HKD 715 million, while net selling of Xiaomi Group was HKD 738 million [1] - Southbound funds have continuously net bought SMIC for 16 days, totaling HKD 9.52904 billion [1] - The insurance sector, led by China Ping An, has seen a significant upward trend, with a maximum cumulative increase of 35% in H-shares since early April [5] Group 2 - Meituan has formed a strategic partnership with Sinopec Easy Joy to enhance instant retail services, aiming for a "30-minute delivery" model [5] - Guotai Junan International expects a net profit of HKD 515 million to HKD 595 million for the six months ending June 30, 2025, representing a growth of 161%-202% compared to the previous year [5] - NVIDIA plans to launch a new AI chip designed for the Chinese market, which may alleviate short-term computing power concerns but could also strengthen the logic of domestic substitution in the long term [6]