Group 1: Market Activity - Southbound funds net bought Hong Kong stocks worth 37.19 billion HKD on July 24, with notable net purchases in Tencent Holdings (5.38 billion HKD), Hong Kong Exchanges (3.24 billion HKD), Hua Hong Semiconductor (2.4 billion HKD), and China Duty Free Group (1.11 billion HKD) [1] - Conversely, there were significant net sales in Xiaomi Group-W (4.65 billion HKD), Alibaba-W (1.94 billion HKD), and Pop Mart (1.91 billion HKD) [1] Group 2: Company-Specific Insights - Tencent Holdings: Bank of America downgraded its 2025 adjusted net profit forecast by 2%, while maintaining the target price at 631 HKD, citing strong fundamentals and long-term growth potential in AI [4] - Hua Hong Semiconductor: SEMI reported that global semiconductor manufacturing equipment sales are expected to reach a record 125.5 billion USD in 2025, indicating a 7.4% year-on-year growth [4] - China Duty Free Group: The National Development and Reform Commission announced that the Hainan Free Trade Port will officially start operations on December 18, 2025, which is expected to benefit the construction of an international tourism consumption center [4] - Xiaomi Group-W: IDC reported a 4.0% year-on-year decline in China's smartphone market shipments in Q2 2025, marking the end of six consecutive quarters of growth [4] - Alibaba-W: The company is set to launch its first self-developed AI glasses, following similar moves by Huawei, Baidu, and Xiaomi [5] Group 3: Company Performance and Projections - Pop Mart: The company anticipates a revenue increase of no less than 200% year-on-year for the first half of the year, with profit expected to rise by no less than 350% [7] - Citigroup forecasts that Pop Mart will maintain growth momentum in the second half of the year due to IP popularity, overseas expansion, and new product launches [7]
资金动向 | 北水扫货腾讯超5亿港元，连续2日抛售小米
Ge Long Hui A P P·2025-07-24 12:39