Group 1: Stock Transactions - Significant net purchases were made in China Life Insurance (1.146 billion), China Construction Bank (0.702 billion), Tencent Holdings (0.597 billion), Alibaba (0.437 billion), MicroPort Medical (0.307 billion), Ping An Insurance (0.247 billion), and SMIC (0.154 billion) [1] - Meituan experienced a net sell-off of 0.363 billion [1] - Notable net purchases included Alibaba (0.80 billion), China Life Insurance (1.007 billion), Tencent Holdings (0.749 billion), and China Construction Bank (0.703 billion) [3] Group 2: Company Developments - China Life Insurance's shareholding by BlackRock increased from 5.91% to 6.25% as of July 23 [4] - The insurance industry association reported a new traditional insurance preset interest rate of 1.99%, triggering conditions for a rate adjustment under current regulations [4] - Alibaba's self-developed AI glasses, Quark Glasses, were showcased at the 2025 World Artificial Intelligence Conference, integrating various services from Alibaba and Alipay [4] - MicroPort Medical announced the sale of 290 million shares to Otsuka Medical Devices and other investment platforms, focusing on opportunities in biomedicine and green technology [4] - SMIC is set to disclose its Q2 2025 earnings on August 7 and will hold a conference call for investors on August 8 [5]
资金动向 | 北水扫货港股超92亿港元,加仓中国人寿、建设银行