智通财经网·2025-07-16 10:02Core Viewpoint - The Hong Kong stock market saw significant net inflows from northbound capital, with a total net buy of 16.03 billion HKD on July 16, 2023, indicating strong investor interest in certain stocks [1] Group 1: Stock Performance - Meituan-W (03690) received the highest net buy of 8.56 billion HKD, driven by its announcement of a new delivery-focused brand model, aiming to establish over 10,000 satellite stores by the end of 2025 [4] - Construction Bank (00939) attracted a net buy of 7.59 billion HKD, with Morgan Stanley projecting an 8% profit growth potential for the banking sector by 2026, primarily due to a rebound in net interest margins [5] - Kanga Bio (09926) saw a net buy of 1.29 billion HKD, as its partner Summit plans to submit a new drug application to the FDA based on promising Phase III trial data [5] - Kuaishou-W (01024) gained a net buy of 1 billion HKD, with UBS highlighting its advertising and e-commerce progress as well as potential growth from AI initiatives [6] Group 2: Notable Sell-offs - Tencent (00700) experienced a significant net sell of 17.57 billion HKD, with expectations of a slowdown in gaming revenue growth due to seasonal factors [7] - Xiaomi Group-W (01810) faced a net sell of 2.67 billion HKD, reflecting market concerns over its performance [8] - Alibaba-W (09988) had a net sell of 296.3 million HKD, attributed to the high costs associated with its aggressive promotional strategies [6]